Newsletters

Oct 14

Prepare for Life: September 2019

Posted by Peter Marmara-Stewart at Monday, October 14, 2019

We would like to share with you our September 2019 issue for Prepare for Life.

In this issue:

Are you Super aware? - It seems that the beginning of every financial year brings changes to superannuation, and 2019 is no different. (See more...)

The Intergenerational Wealth Transfer Windfall - Over the next 20 years, an estimated 12.7 million people will benefit from the greatest transfer of wealth to occur. All up, over $3.5 trillion will be bequeathed to the children and grandchildren of the Baby Boomer generation. (See more...)

Longevity - only a risk for some! - Have you heard of longevity risk? It’s the risk of outliving your savings. With the current life expectancy at over 80 years of age, and rising, it’s becoming a real concern. (See more...)

We hope you find this newsletter of value to you. If you have questions on any of these topics, please contact us.