About Investment & Insurance Centre
Investment & Insurance Centre is a financial planning practice that offers solutions to clients in the areas of superannuation and retirement planning, investments, wealth creation, risk insurance and self-managed superannuation funds.
Established in 1994, we provide professional financial advice to clients within and around the Riverina and Southwest Slopes. We are committed to providing you with the insight you need to grow and protect your wealth at every stage of your journey.
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Quarterly Economic Review - 30 June, 2021
The COVID-19 pandemic remains a major feature on the global stage, although global economic recovery continues, with the JP Morgan Markit Global Composite PMI remaining positive.
Understanding changes to granny flat arrangements
On 1 July 2021, a new capital gains tax (CGT) exemption was introduced for certain granny flat arrangements, making it easier for older Australians to enter formal granny flat arrangements with the added protection from possible financial abuse if circumstances within the family change.
Navigating your way through a redundancy
The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-19¹. If you are facing a possible redundancy at work due to the aftermath of COVID-19, or a company restructure, this is considered a significant life event that may impact your career, family, mental health and financial wellbeing.