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PGD Financial Services

(02) 9241 3214 Get in touch
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Resources

godfrey-pembroke-sunset-couple-1140x400Understanding Series

Our Understanding Series is designed to help you get the most from financial advice. Covering a range of fundamental concepts, these guides help you to understand aspects of different financial areas.

Business Insurance 

Business Expenses Insurance

Business Succession Agreement and Funding

Business Continuation Insurance

Debt Management

Debt management

Debt recycling

Redraw facility

Costs and risks of reverse mortgages

Estate Planning

Powers of Attorney

Special Disability Trust

Superannuation death benefits

Wills

Testamentary Trusts

Advance Care Directive

Family Trusts

Gearing

Costs and risks of gearing

Costs and risks of margin lending

Costs and risks of gearing into superannuation

Insurance

Term Life Insurance

Total and Permanent Disablement-TPD Insurance

Trauma or Critical Illness Insurance

Income Protection Insurance

Investment Concepts

Dollar cost averaging

Insurance Investment Bonds

Managed funds

Separately Managed Account

Set and maintain a budget

Investment risks

Asset Allocation

Costs and risks of direct property

Child savings plans

Costs and risks of derivatives

Retirement Income

Pooled lifetime income streams

Term Allocated Pension

Transfer balance cap

Transition to Retirement Pension

Account-based Pensions

Annuities

Self Managed Super

Commencing an SMSF pension

Key SMSF investment rules

Limited Recourse Loan

The SMSF Investment Strategy

Costs and risks of borrowing by smsfs

Self-managed superannuation funds

Social Security

Gifting

Insurance bond in a private trust

Aged Care

Strategies to increase Centrelink or DVA-entitlements

Waiting periods

Age Pension

Pension Income and Assets Tests-Centrelink

Disability Support Pension

DVA Service Pension

Superannuation

Non-concessional contributions

Personal deductible contributions

Salary sacrifice

Splitting superannuation contributions

Spouse contributions

Superannuation

Cash out and re-contribute to super

Co-contribution

Consolidate superannuation

Downsizer superannuation contribution

First Home Super Saver Scheme

Tax

Salary packaging

Small business CGT concessions

Tax considerations-becoming a non resident

Taxation

Redundancy payments

 

 

 

Contact PGD Financial Services

Burns Philp Building
Level 3, 7 Bridge Street
Sydney NSW 2000

P: (02) 9241 3214
F: (02) 9241 3147
E: enquire@pgdfs.com

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PGD Financial Services PGD Financial Services (ABN 64 095 596 339).
Authorised Representatives of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee,
Registered Office 105-153 Miller Street,
North Sydney NSW 2060.
A member of the National Australia group of companies.