RSS Feed
Articles 1 to 2 of 2

    Median Wealth in Australia - October 2012

    Earlier this month the Credit Suisse Global Wealth Report 2012 was unveiled, maintaining Australia at the top of the table for global median wealth and second only to Switzerland for average wealth.
    Australia’s global median wealth, i.e. the midpoint between the richest adult to poorest was US$194,000. Compared to other countries, Australia has very few adults with a net worth less than $100,000 due to factors such as relatively low levels of credit card debt & student loan debt.
    Category: Snippets

    Binding nominations - May 2012

    Our office has recently noticed a number of issues relating to death benefit nominations for superannuation. It is important to know that a superannuation member is unable to include directions in their Will in relation to the distribution of superannuation benefits and may only nominate a beneficiary or legal personal representative (LPR) to receive their superannuation benefits in the event of their death.
    Category: Snippets
    Articles 1 to 2 of 2
      Call us on 08 9474 2255
      Why Choose Us?


      Authorised Representative
      Charter Financial Planning Limited ABN 35 002 976 294
      Active Financial Services Licensee number 234665
      FSG/FSCG  &  Privacy Policy