Portfolio Professionals

(07) 3871 1671 (07) 3367 3638 Get in touch
  • Home
  • About us
    • Our team
    • Our philosophy
    • How we work with you
    • Careers
  • Client experience
    • Our clients
    • Case studies
    • Active advice
    • Fee for advice
    • Trust & transparency
    • Financial Services Guide
  • Our specialisations
    • Wealth planning and accumulation
    • Investment planning
    • Lending and debt management services
    • Cashflow management
    • Risk insurance
    • Portfolio structuring and tax management
    • SMSF’s and retirement planning
    • Business management
    • Executive financial planning and CFO services
    • Expatriate financial services
    • Estate planning and administration
  • News
  • Contact us

May 14, 2015 by michaelcampbell

Research shows that Australians are extremely underinsured

A staggering 20% of Australian families will be affected by the death of a working age parent, or a serious accident or illness that leaves a household member unable to work1 Insurance to protect you and your family is particularly important. Did you know that less than a third of Australian families have Income Protection or Total and Permanent ... Read more

May 14, 2015 by michaelcampbell

Budget 2015

The Coalition Government’s second Federal Budget proposed some important changes, particularly for families, retirees and small business owners. An Extract from the Federal Budget Analysis prepared by GWM Adviser Services Limited appears below. Summary Many lower income young families will benefit from greater childcare subsidies Families ... Read more

April 29, 2015 by michaelcampbell

Changes to the Centrelink asset test

From 1 January 2015 the rules that deal with the treatment of income that are being paid from super pensions has changed. So what does that mean for you? Before the changes Until the start of this year, super pensions were exempt from the standard rules- called deeming rules – for financial investments such as shares and bank accounts. These ... Read more

Get in touch

P: (07) 3871 1671
F: (07) 3367 0749
E: Click to email
Contact us

Our locations

3/249 Coronation Drive
Milton QLD 4064

Suite 5C,
138 Margaret Street
Toowoomba QLD 4350

News categories

  • News (18)

News

Federal Budget overview ... Read more

  • Christmas/New Year Office closure
  • 5 common SMSF mistakes and how to avoid them
  • Advice warning
  • Complaint resolution
  • Privacy
  • Sitemap

Copyright © 2022 Portfolio Professionals. Wordpress Website by The DMA

Portfolio Professionals Over 20 years experience in financial advice.
Corporate Authorised Representatives of
My Super Future Limited ABN 38 122 977 888,
Australian Financial Services Licensee 411440,
Registered Office Level 1, East Tower
410 Ann St
Brisbane QLD 4000.