Strategies include the following sub-strategies.

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Self-Managed Super Fund (SMSF) includes.

Hold, Rebalance, Rollover from Personal Super, Establish SMSF and Invest, Estate Planning, Insurance Inside SMSF's, Wind Up SMSF, Change of Administration and Investment

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Super includes;

Hold, Contribution splitting, Defined benefit vs accumulation, Non-concessional contribution, Recontribution, Regular contribution changes, Rollover and invest, Salary sacrifice, Self-employed concessional contribution, Spouse contribution, Super guarantee contribution and UK transfers

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Pension includes;

Existing pension, New Pension, Investment, Fixed term annuity, Lifetime annuity, Lump sum withdrawal, Rebalance and Switches

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Centrelink includes;

Age pension, Aged care, Carer Allowance, Carer Payment, Carer supplement, Disability Support Pension, Family tax benefits, Funeral bonds, Newstart Allowance, Parenting Payment, Partner allowance, Seniors Health Card

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Investments include;

Cash, Managed Funds, Property and Shares

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Debt includes;

Consolidating debt, Increasing payment frequency, Increasing regular payments, Lump sum payment, Offset account, Redraw facility, Reducing inefficient debt, Refinancing and Reverse Mortgages

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Gearing (debt plus invest) includes;

Debt recycling, Gearing into super, Gearing review, Margin loan increase, New gearing, Borrowing by SMSF's

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Insurance - Personal / Super includes;

Income protection, Critical Illness / Trauma, Life, Total and permanent disability, Endowment policy, Health and general and Whole of life policies

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Insurance – Business includes;

Asset protection, Ownership (buy/sell) protection and Revenue protection

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Estate planning (no charge) includes;

Wills, Enduring guardian, Advance Health directives, Power of attorney, Super beneficiaries