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Welcome to the Autumn 2011 Edition of the Taggart Report

Well the current financial year is almost to an end, and this financial year has been quite turbulent as far as local and international politics and world affairs goes.

In this edition we have had support from our life insurance and general insurance product providers in supplying current information on important financial services matters.  We are always happy to discuss our articles with you, or answer any questions you may have regarding the information in our articles, or any other financial services assistance we can provide to you.

Insurance bonds revisited

by Taggart Nominees Pty Ltd

Want an investment that is free from capital gains tax if you hold it for more than 10 years? Look no further than insurance bonds. Read More »

Insuring your most important asset Part 1

by Dr Jim Taggart OAM

You have protected your assets against loss or damage, but what about protecting your income?

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New work, health & safety legislation

by The Taggart Group Pty Ltd

On 4 May 2011, the NSW Government introduced a Bill to enact the national model work health and safety legislation. The Bill is currently before the NSW Parliament.

    

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End of Year checklist

by Taggart Nominees Pty Ltd

The end of the financial year is fast approaching. It’s time to get the most out of your hard earnt dollars! Here are some tips to maximise your tax position and to help you take advantage of the concessions available to SMSFs. Read More »

Changes Alert! Recent changes that may affect you.

by Taggart Nominees Pty Ltd

Following are a number of recent changes or issues that we think may be of interest to you, or may affect you after the recent budget.

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Insuring your most important asset - Part 2

by Taggart Nominees Pty Ltd

Part 2 of this story provides more detailed information on income protection and the important role it plays in protecting your family and your personal assets.

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Insurance in superannuation

by Taggart Nominees Pty Ltd

Insurance and superannuation funds go hand in hand – but is that always a good thing for SMSFs? In this article, we look at insurance policies within superannuation funds, as well as some recent rulings and their impact on policies held by SMSFs. Read More »

Annuities as a retirement income stream

by Dr Jim Taggart OAM

Are you considering an annuity as part of your retirement income planning?  The following brief information may help you.

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The value of obtaining financial advice

by Taggart Nominees Pty Ltd

There has been quite a lot of noise in the media over the last 12 months or so about Financial Advisers and their fees and charges.  The following is commentary from Taggart Nominees Pty Ltd about this issue.

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The importance of having the correct personal cover - case study

by Chris Matthews

In this edition of our newsletter we have spoken about the importance of having the right insurance cover.  One of our insurance partners - AIA Australia - has provided us with a story of one of their clients and how having the right cover has helped them when they needed it most.   

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General insurance claims scenarios

by Andy Wells

The following are claims scenarios provided by Dual Australia in their claims scenario document from June 2010.  The scenarios cover different general insurance policies such as Directors & Officers Liability, Employment Practices, OH&S, and Crime.

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Workers Compensation premium payment tips

by The Taggart Group Pty Ltd

The following helpful tips have been provided for our clients who may have workers compensation policies.

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Directors’ liabilities and the superannuation guarantee

by Taggart Nominees Pty Ltd

Attention Company Directors - you could be personally liable! Read More »

Corporate or individual trustees – the pros and the cons

by Taggart Nominees Pty Ltd

There are two options for trusteeship of a Self Managed Superannuation Fund – corporate or individual. We look at some of the advantages and disadvantages of each style of trusteeship. Read More »

Collectables in an SMSF

by Dr Jim Taggart OAM

Art, wine and stamp collections can form an alternative investment for your Self Managed Superannuation Fund. Find out more about how the new regulations will affect you. Read More »