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Architects housing plan, with a calculator and pencil. Create your future at Brentnalls SA personal finance services.

Checklist for Financial Wellbeing

Preserving & Protecting Your Wealth & Assets

Ensuring that you and your family are protected in the event of a critical illness, accident or death, it is vital as you build wealth and assets.

Will & Estate Planning

  • Do you have a Will? When was it last reviewed?
  • Have you declared a Power of Attorney?
  • Have you completed an Advance Care Directive form?
  • Have you made a Binding Death Benefit Nomination Form for your Superannuation balance?

Life/Total & Permanent Disablement (TPD) Insurance 

  • Provides for the finances of your family in the event of death, or Total & Permanent Disablement.
  • Have you considered whether your coverage is sufficient?
  • Ensure you understand your policy in regards to its criteria for permanent disability and description of occupation.

Income Protection Insurance

  • Provides a regular source of income should you be unable to work for a period of time due to illness or injury. Waiting periods and benefit periods vary, so know the details of your policy.

Private Health Insurance

  • Provides a range of benefits when you need hospital or allied health care. You may also avoid paying a higher Medicare levy surcharge depending on your income.
  • If you do not have approved Private Health Insurance Hospital cover by the time you are 30, a 2% per year loading rate will apply to future premiums you will be charged by the insurer.

Superannuation 

  • Consider merging superannuation accounts to eliminate fees across multiple funds.
  • Have you checked for lost superannuation?
  • What is the investment portfolio within your superannuation fund? Does this reflect your risk profile?
  • Consider any insurance available within your superannuation fund.

If you would like to print this information please click here for PDF format.

Disclaimer
The information provided in this information sheet does not constitute advice. The information is of a general nature only and does not take into account your individual situation. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you contact Brentnalls SA before making any decision to discuss your particular requirements or circumstances.
 

Our Services

Our services go beyond compliance to find out more about your goals, your priorities and establish plans to grow and protect your future wealth. We will take the time to listen, ensuring we meet your goals, as well as guide you so you have a better understanding of the financial decisions being made. 


"The motivation of seeing tangible growth in wealth helped us to realise our financial goals well ahead of time."
Marcus Rolfe | Director, URPS


Our services include:

Accounting & Tax
Business Advisory
Wealth Creation & Preservation
Our Specialisations

So, when people ask, "why are you different from other firms?" We appreciate that to be your trusted advisor; we need to understand the industry you work within. We focus on finding out more about your short- and long-term goals and priorities, so we can proactively provide the value your seeking.

Brentnalls Agribusiness
Brentnalls Construction
Brentnalls Health

You may then ask, "what about industry-related issues?" the answer is we place a great deal of importance in understanding and keeping up-to-date with industry-specific issues. Brentnalls SA's strength is in our firm's collective experience and depth of industry knowledge. We understand your need to feel confident and comfortable; therefore, we have considered all the issues and challenges that you've faced on an ongoing basis.


"Helping you achieve your dreams, is our passion, and our strength is in our dedicated professional team."


 

 

Our News & Resources

Our priority is to ensure your kept up-to-date on trends, industry legislations, accounting and tax updates, business advisory information, superannuation and much, much, more. All of which, may have an impact on you and your business. 

we care 
about your 
future.

Our resources provide additional supporting information in the following areas: 

Our Location

255 Port Road
HINDMARSH SA 5007

PO Box 338
Welland SA 5007 

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P: (08) 8241 8444
F: (08) 8241 8488

E: [email protected]

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