Financial Services Blog / Funeral Bond
Exempt Asset Limit increased to $13,000
The Funeral Bond Exempt Asset Limit increased to $13,000
Apply for the KeyInvest Funeral Bond Online
Financial Advisers can now apply for the KeyInvest Funeral Bond online.
Continue ReadingRush on KeyInvest Funeral Bonds
Rush on KeyInvest Funeral Bonds as clients look to cushion blow of pension changes.
Continue ReadingRethinking client strategies
Legislative changes will mean that advisers need to re-assess the way they structure a client’s retirement portfolio. Advisers need the back up of more dynamic strategy support to stay ahead of the changes. Investors are expected to look beyond super to fund their retirement and this will affect the strategies that advisers utilise for their clients to deliver a customised solution based on the more complex and specific situation of their clients.
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