Videos to help understand financial planning topics.
Often watching a short video is a quicker way to understand what can otherwise be quite confusing. The following titles have just been added to our website and can be accessed at any time and by anyone.
In our site's menu you will find a link to our updated range of videos on the following topics.
- Women and Wealth Management
- Understanding SMSFs
- Insurance – Duty of Disclosure
- Take the risk management test
- Cup of Advice – Inheritance
- What can a financial planner do for you?
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Up to 700k retirees could be paying more tax than they should: SMC
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Calls for clarification on NALI/E rulings
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How to shift into pension mode
When and how you can access your super to start an account-based pension. . If our working years can...
Australia’s economic growth set to recover in 2025
GDP growth is set to gain momentum despite sticky inflation and high interest rates. . Vanguard...
Five financial steps for the new year
The start of 2025 is a good opportunity to take decisive financial steps. . The new year can often be...
Carer rights – interdependency relationships
The stringent rules applied to the definition of interdependency have again been highlighted in a recent...
Division 296 deliberately deceptive
A senior financial services industry executive has labelled the Division 296 tax as political deception...
Sofie Korac is an Authorised Representative (No. 400164) of Prudentia Financial Planning Pty Ltd, AFSL 544118 and a member of the Association of Financial Advisers.
Financial Advice Sydney and the North Shore Office based in Lindfield NSW