Weraton Consulting | Finance

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Weraton Consulting

Phone: +61 2 9693 2030

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25.01.2022 This wasn't even an issue 10 years ago!

25.01.2022 Wow! It's taken a year to get to this point when the judge ruled the text is valid, however the family can still appeal for a share of the estate & superannuation. Don't leave your estate to chance or a court! We work closely with a solicitor who can set up your will to avoid any loopholes so your estate goes to who you want it to quickly and easily.

24.01.2022 Did you know your superannuation account - whether it's SMSF, retail or industry super - is not an asset of your estate unless you nominate your estate as your beneficiary. It is important to nominate your beneficiaries for your super and your will - especially for blended families.

24.01.2022 Have you used the Bank of Mum and Dad - or maybe you are the Bank of Mum and Dad! Many first home buyers are getting help from their parents - especially in Sydney!

23.01.2022 Are you organised for the ban of plastic bags at supermarkets?

21.01.2022 Some great points for our younger readers

21.01.2022 Do you have unwanted items in your home? Consider selling them to make some extra money you could invest, top up super contributions or even pay towards your mortgage.

20.01.2022 To all our families and friends please stay safe during these catastrophic fire conditions and take notices of all warnings. To the firies and volunteers thank you for all you are doing & stay safe too.

20.01.2022 Timing your big purchases after Christmas rather than having them for Christmas can result in big savings.

18.01.2022 Thanks to our Firies for your amazing work over the past few months.

15.01.2022 Reaching for your Monday morning coffee ..... here's something to think about ...... not sure I could go with no coffee but could cut it back to a small and every 2nd day!

13.01.2022 Life would be very different without our smartphones. Could you survive without the convenience?

12.01.2022 Do your adult children pay board?

11.01.2022 Insurance in Superannuation If you have an inactive account - no contributions received for 16 months or balance is under $6,000 your insurance cover in super will be cancelled unless you have opted-in. Many clients have kept insurance in super accounts with small balances as they have no other option due to medical history or change of occupation.... Don't delay - this must be done before 30th June 2019 or your insurance cover will be cancelled on 1st July 2019. If you need help please call us.

11.01.2022 New rules announced last night by the Prime Minister to protect us all. We know some of our clients are doing it tough & have been stood down or retrenched. Lets stick to the rules, stay home as much as possible so we shut this coronavirus down & then everyone can return to work & enjoy socializing again. Take care. Stay safe.

11.01.2022 Looking for tax deductions? Consider a personal tax deductible contribution to your super fund - call us for details

09.01.2022 Breast cancer does NOT need to be a financial death sentence for women and their families. A trauma insurance policy will provide a lump sum to pay for medical expenses and cover loss of income.

09.01.2022 Wishing you good health, happiness & rain in 2020!

09.01.2022 Do you & your partner always agree on your spending? https://www.smh.com.au//what-happens-when-financial-opposi#

09.01.2022 It really is in everyone's best interests to ensure SGC super is paid on time.

08.01.2022 Compare electricity providers by uploading your bill to NSW Govt Energy Switch website for comparable prices. Although we didn't use the cheapest provider we did phone our current provider with this info and obtained cheaper rates & over $100 off the bill we were about to pay.

07.01.2022 Plan ahead & set up a budget 3-6 months before you apply for a home loan

06.01.2022 Wishing you all your best year yet!

06.01.2022 We hope your home is never broken into, however here are some great tips from someone who has been through this. Had never thought about the car service book!

05.01.2022 Interesting comparison showing how prices have changed for international flights & homes over 35+ years. No wonder there was limited overseas travel in early '80s with those fares and our smaller incomes!

03.01.2022 Some good news from the big 4 banks - no more ATM fees!

02.01.2022 Great article on long term compounding growth. Don't delay! Get started now!

02.01.2022 Good news for all us who grew up before sunscreen became so important.

02.01.2022 If you have a Business Partner, do you have a Buy/Sell Agreement with Life Insurance to fund the payment? It's difficult enough to lose someone, without having the financial issues that could have been avoided with life insurance on each business partner, so the deceased's family is guaranteed the funds they are owed.

Weraton Consulting | Finance