INSIGHTS

We are delighted to have our business and planners profiled in Professional Planner Magazine.

Topics: financial plan, professional planner magazine

In the Budget released in May, there were a few lesser known changes that apply to aged care. In particular, the government has proposed to save $1.2 billion over the next four years through changes in the Aged Care Funding Instrument (ACFI).

Topics: investment planning, aged care

Risks of superannuation fund policies

Topics: insurance, financial plan, superannuation

Different ways to own your insurance premiums

Topics: insurance, financial plan, superannuation, taxation

How do you know whether to invest into a trust or superannuation? Is it better to pay off some loans or invest that inheritance? How will you ensure you have enough when you retire? Will your assets be protected if you die?

Topics: financial plan

Insurance premiums

Topics: insurance, financial plan, taxation

What is business expense insurance?

Topics: insurance, financial plan

Personal risk insurance explained

Topics: insurance, financial plan

Insurance as part of your financial plan

Topics: insurance, financial plan

You're invited!
Event invitation: "Strategic Insurance to Protect Your Wealth"

Please join us for a free information session to hear the latest insurance best practices and to find out how you can protect your wealth and avoid insurance pitfalls.

• Find out if you are really covered
• Learn tricks for navigating the claims process
• Understand how to customise an affordable package of insurance to meet your specific situation

Time, date and location

• 5:30pm for 6:00pm start
• Wednesday 16 March
• Level 4, 97 Creek Street, Brisbane
• Event includes canapés and light refreshments and will close at 7:30pm

Parking

Closest parking station (online booking available): http://www.secureparking.com.au/car-parks/australia/qld/brisbane/post-office-square

RSVP

Numbers are limited. Please RSVP by email to jamesc@lanternadvisory.com.au or phone 07 3002 2690 no later than 9 March to secure your place.

Download your FREE ebook from Lantern Advisory
"Strategic Insurance to Protect Your Wealth -
Best Practices and Avoiding Pitfalls"

Topics: insurance, financial plan