Case Study: Best possible benefits achieved in complex TPD claim Sometimes circumstances are such that they cause you, as the adviser, to exercise your entire repertoire of knowledge and experience. In this case study, circumstances were so complex and our desire so great to create the very best possible outcomes for our client, it required us…
There are ongoing Executive Share Scheme (ESS) commitments for mining and resources personnel that go beyond your term of employment. For those who move on from the employer that first granted their ESS or if they retired, were terminated, the role they worked in was made redundant or even if they passed away, there will…
Australian mining and resources expatriates returning from overseas, need to pay close attention to three key issues BEFORE leaving their host country to avoid unexpected and unwelcome financial impacts.
The differences that can save you money & TAX! The lending terms, home loan redraw and offset account, are often misunderstood. Mostly, because both arrangements allow borrowers to make extra payments toward their home loan (to reduce the interest on the loan), as well as the ability to access this extra funding if needed for…
