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Whatever your life stage.
Our industry experts offer advice on:
Ageing assistance
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Account based pensions
Estate planning
Investments
Protecting your wealth
Debt management
Personal insurance
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In addition to the above we can refer you to the team at Hotham Home Loans who will be able to arrange a pre-approval for that new home, find the best mortgage for you and/or review your existing arrangements to make sure you are getting the best rate in this very competitive environment.
Call (03) 9602 0899 to Find out MoreExpert financial advisers dedicated to helping you.
Leverington Financial Group provides specialist strategies and solutions for all aspects of your financial lives including superannuation, retirement planning, wealth management, insurance, investments and Aged Care.
We specialise in managing the superannuation funds for corporate clients working closely with employers and group Insurances. We also provide education and advice to employers and their staff.
ATO reviewing all new SMSF registrations to stop illegal early access
The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
Compliance documents crucial for SMSFs
Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
Investment and economic outlook, October 2024
The latest forecasts for investment returns and region-by-region economic outlook.
Leaving super to an estate makes more tax sense, says expert
It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
Be clear on TBA pension impact
The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.