July 2017

Legislative changes | Managed funds | Future self | Indemnity and agreed | Happiness

In this month’s edition, we list out a number of changes that commenced from 1 July 2017. Our animation, explores managed funds, how they work and some important considerations. We take a closer look at the differences between indemnity and agreed value when it comes to Income Protection. In our article “Future self-continuity: Preparing for the future”, we discuss the importance of evaluating how the choices you make today can influence your future. Lastly, we showcase a video by Mo Gawdat, Chief Business Officer for Google X, and his mathematical equation for happiness.

1 July 2017 – New financial year, new rules

The new financial year has ushered in many legislative changes when it comes to personal finances. These are most noticeable in superannuation, but also impact other areas. Read more about these changes and how they may affect you.

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What is a managed fund?

There are various investment methods available to help build and maintain wealth over the long-term. In this animation, we explore managed funds, how they work and the relative merits of investing in one.

Launch video…

Future self-continuity: Preparing for the future

When considering your personal finances, is there a battle between your present and future self? In this article, we look at the importance of aligning your present self with your future self.

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Income Protection: Indemnity and agreed value

One important factor when considering the establishment of an Income Protection insurance policy is the benefit type. In this article, we discuss the difference between indemnity and agreed value.

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Mo Gawdat’s equation for happiness

What does happiness mean, what role does it play in your life, and how do you achieve it? In this video, Mo Gawdat, Chief Business Officer for Google X, proposes a mathematical equation for happiness.

Launch video…