How about a Tax Deduction that protects you and your family?
Accountants, Accounting Services, Accounting & Bookkeeping Services
Income Protection Insurance:
Consider the consequences on you and your family if you were not able to work for 6 months, a year, or longer !!
How do you pay the rent, service the mortgage, pay the car lease and school fees etc. ?
Remember that Workers Comp only applies to accidents that happen while at work or related to work. What about strokes, heart attacks, cancer, prolonged illness etc. ?
If you do not have Income Protection Insurance or have not recently reviewed your cover why not do so before 30 June and pick up a very handy Tax Deduction.
It would also be a great time to review some other critical issues such as:
- Trauma Insurance:
. Pays a lump sum when there is a life threatening event such as a heart attack or cancer diagnosis.
. Take some breathing space for recover and / or a holiday.
. Maybe payout existing loans etc.
- Life Insurance: Have a professional asses:
. If you have enough cover.
. Are there better policies at cheaper rates ?
. Is your Partner covered ?
- Insurance in Superannuation Funds:
. Should your Super Fund Own your Insurance Policy ?
. Which policies are not tax deductible in your Fund ?
. What are the tax consequences of the Fund owning the policies ?
. There are traps for the uninformed !!
We know of too many unexpected tragedies that have left families in dire circumstances due to lack of insurance !
With the end of the Tax Year approaching fast, now is the perfect time.
Phone Rob (Lees) or Doug (Pritchard) to arrange for a no obligation assessment.
, Accounting & Bookkeeping Services
, Accounting & Tax Services
, Accounting Services
, Business Planning
, Chartered Accountants
, Income Protection
, Life Insurance
, Strategic Planning
, Trauma Insurance
, Wills & Estate Planning