A presentation by the Fortnum Foundation was made in Brisbane to Suzanne Rose, Chair of the charitable organisation, Aunties and Uncles. Ryan Dobbrick (pictured above second from right) from Liberum Financial along with Steve Nichols from Stratus and Fairway Financial Advice, welcomed members of the Aunties and Uncles Board.
One of the sleeper impacts of changes to the superannuation system is the affect on estate plans.
According to a recent research by an online comparison website, just 43% of Australians hold income protection. Significantly, more than half of those Australians who have a life insurance policy held within their superannuation believe it wouldn’t meet their family’s needs should the unexpected happen.
