Members of the 360Private Investment Committee attended the Sohn Hearts & Minds Investment Leaders Conference earlier this month in Sydney. The conference has been running for 19 years in the United States and this year marked the first in Australia.
Parents naturally want to make sure that their kids are safe, secure, and healthy, and they will always want to be there for the if they're not. But what happens if your child is seriously injured or struck down with an illness and they need more of your time than your current situation allows? How do you take time off away from work to care for them whilst at the same time juggling the costly expenses of hospital visits, surgeries, and medications, without reducing your income?
Planning for retirement means different things to different people, but for many Australians, it's not all about savings and superannuation. If that's the case, how are they expecting to fund their retirement?
New annual caps and bring forward rules have replaced the Government's proposed $500,000 lifetime non-concessional contribution cap and there are some key changes you need to be aware of.
What is it? Who does it? And how does it stack up against other styles?
Less than 20% of retiring individuals and less than 30% of retiring couples aged over 65 are able to retire comfortably. Are you in their number?
Putting the spotlight on industry super insurance.
The obligations and responsibilities of an executor of an estate are extensive and if inadvertantly mishandled, there can be severe consequences for the executor. Do you want to put a family member or a friend under that pressure?
Whether it be a query about superannuation, investments, insurance, mortgage or any other financial based questions, get 360Private to check on your financial health.
We have relied on the Team at 360Private for accounting and financial advice for over 30 years. Their sound strategy enabled our investments to perform well even through the Global Financial Crisis and we have benefitted from their knowledge of taxation law and superannuation. On a day to day level, we are always able to get prompt replies to any accounting matters relating to our business and everything is explained in language we can understand, rather than in "accountant speak". Our children now have their own businesses too and they also rely on 360Private.
- Sandra Haese, Director, Haese MathematicsRead more ...