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We’re committed to providing you with the insight you need to grow and protect your wealth at every stage of your journey. Our Understanding Series is designed to help you get the most from financial advice, providing the expertise, strategies and resources you need to create value from your investments and financial solutions.
Covering a range of fundamental concepts, these guides present opportunities and strategies to discuss with your Meritum financial adviser.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to debt management.
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These documents provide provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to retirement income.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to social security.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to insurance.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to wealth accumulation (superannuation).
- Cash out and re-contribute to super
- Co-contribution
- Consolidate superannuation
- Downsizer Super Contribution
- Early release of super (COVID-19)
- First home super saver scheme
- Non-concessional contributions
- Personal deductible contributions
- Salary sacrifice
- Splitting superannuation contributions
- Spouse contributions
- Superannuation
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to estate planning.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to investment concepts.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to tax.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to business insurance.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to gearing.
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These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to self-managed super funds.