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?
More Articles
SMSF assets reach record levels amid share market rally
How SMSF trustees are investing their retirement savings. . Over 1.1 million Australians are now...
Income-free areas set to increase from 1 July
People nearing retirement often want to know how much they can earn before it affects their pension, and now...
Many Australians have a fear of running out
Longevity risk is a growing concern for many working Australians as well as retirees. . The fear of...
LRBA interest rates increase for 2025
The safe harbour interest rate for related party limited recourse borrowing has changed for...
How to get into the retirement comfort zone
A third of Australians retire without a plan. Here's why you should have one. . Working and generating a...
Compliance focus impacts wind-ups
The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the...
NALE bill passed by parliament
The bill that will introduce changes to the non-arm’s-length expenditure (NALE) provisions has passed...
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 Gordon NSW