NEWS UPDATE

Your duty to take reasonable care not to make a misrepresentation (and why it matters)
Life Insurance Retirement Superannuation
October 13, 2021
The superannuation health check
Investment Life Insurance Money Retirement
October 6, 2021
Tips and traps when choosing your beneficiary
Life Insurance Retirement Superannuation
September 22, 2021
Myths about life insurance
Life Insurance Retirement
October 6, 2021
How much can I contribute to super?
Retirement Tax
October 6, 2021
What’s the difference between stepped and level premiums?
Life Insurance Retirement Superannuation
September 30, 2021
New orders for underperforming super funds
Investment Retirement Superannuation
September 29, 2021
The ‘bank of mum and dad’ is playing a bigger role than ever
Investment Property Retirement
September 15, 2021
Speaking up against financial elder abuse
Aged Care Legal Life Insurance Retirement
September 1, 2021
Older Aussies put off aged care cost plans
Aged Care Retirement
August 25, 2021
Time spent out of employment is a major contributor to unequal levels of superannuation balances
Business Money Retirement Superannuation
August 18, 2021
How to give your finances a health check
Cashflow Insurance Investment Money Retirement
August 11, 2021
Six ways to maximise your retirement savings
Investing Retirement
July 29, 2021
Growing your super
Retirement Superannuation Tax
July 28, 2021
Prices pressures felt more by pensioners
Pension Retirement
August 4, 2021

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Disclosure Statement: Any advice in this communication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. General Advice Warning: The Caveo Partners business name is owned by Caveo Partners Pty Ltd ABN 62 124 080 682 and used by Caveo Partners Wealth Pty Ltd ABN 23 602 097 110, Caveo Partners Finance Pty Ltd ABN 84 605 663 063, Caveo Biz Assist Pty Ltd ABN 67 626 164 092 and Caveo Partners Accounting Pty Ltd ABN 28 600 028 813 which has its liability limited by a scheme approved under professional standards legislation. Each company trades under this business name. Caveo Partners Wealth Pty Ltd is responsible for providing financial planning advice. Caveo Partners Accounting Pty Ltd is responsible for providing Accounting, Tax and Business Advice. Caveo Partners Finance Pty Ltd is responsible for providing finance and debt advice. Caveo Biz Assist Pty Ltd is responsible for providing digital management accounting services. Caveo Partners Wealth Pty Ltd ABN 23 602 097 110 is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749, Australian Financial Services Licensee, 105 – 153 Miller Street North Sydney NSW 2060. GWM Adviser Services Limited is not responsible for any accounting, tax or business advice provided by Caveo Partners Accounting Pty Ltd. Caveo Partners Finance Pty Ltd ABN 84 605 663 063 is a Corporate Credit Representative (479348) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).