Ebook - Why you don't need a financial planner
Introduction:
1. Pay your life insurance premiums out of your superannuation.
2. Pay your Permanent and Temporary Disability Insurance premiums with your superannuation funds.
3. Increase your tax return by salary sacrificing.
4. Reduce your superannuation fees.
5. Access government co-contributions.
6. Get more coverage for your life insurance for the same amount.
7. Reduce your insurance premiums.
8. Increase your Income Protection insurance as your income increases.
9. Start a regular savings plan.
10. Access your superannuation and reduce your tax bill (age 55+).
11. Invest tax effectively.
12. Consolidate your debt
13. Consolidate your superannuation funds.
14. Review your superannuation investments.
15. Buy sell insurance – cents for dollars
16. Stepped vs. level insurance premiums
17. Out of date insurance policy definitions
18. First home saver accounts.
19. Buy/Sell Agreements and The Importance of a “Business Will”
20. It is important that employers invest in the employee benefit program offered to staff.
21. Key person protection
22. The insurance risk
About the Author:
In Summary:
 
About the Author:

Katriel Warlow-Shill is a Certified Practicing Accountant in Australia (CPA) and
authorised by ASIC (#279576) through Synchron (AFSL 243313) to provide personal financial advice.  Information current at 1 February 2009.  
 

Contact Details:

770 Financial Planners Pty Ltd
Tel 1800 770 607
admin@770financialplanners.com.au
Tower 1, Suite 1402, Level 14
520 Oxford Street
Bondi Junction, NSW 2022
 
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770 Financial Planners Pty Ltd (ABN 60 133 920 500) is a corporate authorised representative No. 331792 for Synchronised Business Services Pty Ltd (ABN 33 007 207 650) AFS License No. 243313