Category: Uncategorised

A Toast To Survival

I’m normally a social girl I love to meet my mates But lately with the virus here We can’t go out the gates. You see, we are the ‘oldies’ now We need to stay inside If they haven’t seen us for a while They’ll think we’ve upped and died. They’ll never know the things we...

Read more...

Will your Trauma Insurance pay out on Prostate Cancer diagnosis?

Trauma insurance, also known as Critical Illness cover, will pay a benefit on diagnosis of certain medical conditions regardless of whether you can or can’t work. It is one of the easiest policies to claim on but is also the most expensive. Whether a Trauma policy pays a benefit will depend on the definitions in the...

Read more...

Helping your business survive a natural disaster – ATO

In Australia, natural disasters such as floods, bushfires or storms can strike without warning. You can make sure your business is prepared by planning how your business might recover from a natural disaster. If you are affected by a disaster or major incident, we, the ATO, understand that dealing with your tax affairs may not...

Read more...

Country GDP since 1800

This animated chart is simply amazing. Fascinating to see how the world has changed and is changing. Certainly, food for thought. This is the fourth animated chart we’ve included in this series but this one could be the most interesting so far.  The others were the 10 largest global companies in the past 22 years;...

Read more...

Market & Investment Update for 2018/19 FY

The year to 30 June 2019 was an interesting period for investors. The majority of asset classes, from fixed interest to equities, delivered positive returns for the year – although there were many ups and downs along the way. The global economy continued to grow at a reasonable rate over the period although towards the...

Read more...

Transfer of inactive low balance accounts to the ATO

As of this week, super funds will be contacting those customers with inactive low balance super accounts, with no insurance, a balance between $200 to $6,000 and no contributions or rollovers made for at least 16 months. 100’s of 1000’s of customers will be contacted via mail, email or SMS to let them know that...

Read more...

Why your financial planner, feels Industry Super funds are NOT her first choice!

By – Sofie Korac (Prudentia Financial Planning) The more I research and deal with Industry Super Funds the more I find them not suitable for the majority of clients. Here are my reasons: They are not transparent – it is very difficult to get a thorough understanding of their underlying investments apart from the general...

Read more...

Top 10 countries by Export levels

So far, in other articles, we have shown the 10 largest global companies in the past 22 years and the top 10 oil producing nations in the past 58 years. This month the focus is on countries based on export levels since Dec 1965. These charts are all fascinating.

Read more...

Top countries by oil production

Last month we showed an animation of the change within the 10 largest global companies in the past 22 years. This month the focus is on countries based on oil production since Dec 1965. This chart is equally fascinating.

Read more...

10 top global corporations since 1997

The following video is a really great representation of how the top 10 global corporations have changed since 1998.

Read more...

Why industry superannuation funds are not so super.

By Melinda Howes, Updated Apr 11, 2018 — 3.20pm, first published at 3.00pm Union super and professional retail funds agree on one thing: legislation currently stifles competition in the default superannuation market. It has been rare for union funds to acknowledge this fact, but credit must go to Australian Super at The Australian Financial Review Banking & Wealth Summit...

Read more...

How a financial planner helps you.

The following list are the issues a financial planner manages on your behalf to help you attain your long term financial goals. Issues that generate more when a planner’s experience and knowledge adds to your own. The things a Professional Financial Adviser Does for You: THE FINANCIAL PLANNER: Cares greatly about your finances and long...

Read more...

Industry Super – might be cheaper but is it worth the risk?

If you are considering moving your superannuation and insurances to an Industry Super fund in order to save a few dollars, it’s important you understand the ramifications of Industry Super insurance cover. Please read the below and attached report that provides some insight into the different product offerings.   You need to be aware that...

Read more...

The problem with getting to 53 years of age.

Here’s some food for thought and another reason why getting professional help from a financial planner is worth serious consideration. Previous articles in this series, which are based on research conducted by Vanguard Investments Pty Ltd, show that a financial planner adds around 3% to what would be the expected return of an investment portfolio....

Read more...

Select a different month

News Archive

Heathmont Financial Services Pty Ltd (ABN 68 106 250 104) trading as Heathmont Financial Services is a Corporate Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd (ABN 74 630 256 227), Australian Financial Services Licence Number (AFSL) 513763.

Julian McGoldrick is an Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd AFSL 513763.

Financial Services Guide - Disclaimer & Privacy Policy

^