Financial Services Blog

KeyInvest announces administration fee reduction

KeyInvest announces administration fee reduction

KeyInvest has announced reductions to the administration fee for its Life Events Bond.

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Self-Funded Retirees

Self-Funded Retirees

If you do not currently qualify for the Commonwealth Government Seniors Health care card, did you know that by using a KeyInvest’ Tax Paid Investment Bond, (to reduce your taxable income) you may be eligible?

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Taxation of Deceased Estates

Taxation of Deceased Estates

When a person dies assets can be sold by the estate or passed on in-specie to beneficiaries, depending on the terms of the Will and/or decisions made by the executor.

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Tax Offsets

Tax Offsets

Increase in allowable excess on private health insurance passes parliament

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Means Testing Strategies

Means Testing Strategies

By investing up to $13,000 in a Funeral Bond, your clients may reduce the effect of the income and assets tests, and thereby increase their Centrelink entitlements (pension or allowance).

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Co-contributions and low-income concessions

Co-contributions and low-income concessions

Part of the eligibility criteria for the co-contribution is the requirement to make an eligible personal superannuation contribution.

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ASIC delays notification requirements relating to FASEA requirements

ASIC delays notification requirements relating to FASEA requirements

ASIC has issued a legislative instrument that gives Australian Financial Services (AFS) Licensees a longer time period to comply with new reporting requirements relating to FASEA-administrated obligations.

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KeyInvest Head Office

Level 5, 49 Gawler Place Adelaide SA 5000
PO Box 3340 Rundle Mall SA 5000
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Phone: 1300 658 904
Fax: (08) 8231 4079
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AFSL: 240667
ABN: 74 087 649 474

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