by Proxima | Aug 20, 2019 | Uncategorized
Happy birthday. Season’s greetings. Congratulations! From chucking confetti to winning with wine, there are likely dozens of gifts you’ll purchase for loved ones this year. So what kind of gift giver are you? New FPA national research reveals four distinct gift giving... 
by Proxima | Aug 19, 2019 | Uncategorized
Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the benefits of financial planning. The theme for this year is “Gifts that Give”, which delves into Australia’s gift-spending habits. To celebrate Financial... 
by Proxima | Jun 24, 2019 | Uncategorized
New law changing the assets and income test treatment of lifetime income streams commenced on or after 1 July 2019 is an important consideration for pre and post retirees and could change your Age Pension and retirement income outcomes. The social security assets... 
by Proxima | Jun 24, 2019 | Uncategorized
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1. Add to your super – and claim a tax deduction If you contribute some of your after-tax income or... 
by Proxima | Apr 12, 2019 | Uncategorized
If you’re like many business owners you have already insured the physical assets of your business from theft, fire and damage. But have you considered the importance of insuring yourself – and other key people in your business – against the possibility of... 