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Thoughts

Many Australians choose to buy their life insurance through superannuation and doing so could help with affordability and a guarantee of cover, but it can be a compromise solution. It’s also important to note that seemingly innocuous life events may impact the level of cover provided by life insurance through superannuation.

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In this month's webinar Jeff and Marshall spoke about the 8 steps for financial success that have served our clients well over time. They shared these simple, but effective, steps, and discussed how they are as important and relevant as ever.

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Tax time can be stressful, but there are simple things you can do to make filing your return feel less daunting when the time comes around. Here are some of the steps you can take year-round to help you prepare for tax time.

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You have worked hard for the life you love, so it’s important to understand the best way to protect it. Health Insurance and Life Insurance are two options that you may be considering, and trying to determine whether they are right for you.

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Together Australia Partners

The team at Evalesco have partnered with over 418 companies to be a part of the ‘Together Australia’ campaign. The website provides a content hub that has been designed for Australians whose finances have been hit by the strange times we are now living in.

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The Professional Advantage

ASIC released a paper last month warning of the risks of day trading stocks for retail investors. The report found that “some retail investors are engaging in short term trading strategies and are unsuccessfully attempting to time price trends”. Which means many amateur investors are losing a lot of money. What do successful professional investors do differently? Click here to find out.

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Open house

Ever wondered what's next once you're saved for that home deposit? Our adviser Mia shares, the steps it takes to find that dream property. Prepare for the excitement, the disappointment and the emotional rollercoaster of attending open homes and auctions. Continue reading here.

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What will being in a recession mean for your investments?

Recently released figures show that Australia is in an economic recession for the first time since 1991. Our Director, Jeff shares with you how this recession may affect your investments. You might be surprised by what history tells us. Read all about it here.

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This is an end of financial year like no other. To help you prepare we have put together an end of financial year checklist to  maximise your tax deductions for the 2019-20 financial year by planning and reviewing your records.  

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