Newealth makes it simple for you by assessing options from multiple insurance providers. We provide you with recommended structures and products that align with your needs, budget and broader financial plan.
Holding insurance inside super can provide cash flow benefits and different tax treatment, while holding it personally can offer greater flexibility. We weigh up both options to ensure your income protection is ideal for your needs.
We carefully assess cover levels against your income, debts, dependants, lifestyle needs, existing assets and superannuation so that any claim meaningfully supports your long‑term plan.
Newealth typically considers life insurance, total and permanent disability (TPD), income protection and, where appropriate, trauma or critical illness cover.
Insurance helps protect your family and strategy if you die, become disabled or cannot work. You can be confident that your debts are met and financial goals stay on track.
Trustees are ultimately responsible for compliance, record‑keeping, investment decisions and meeting regulatory deadlines, with penalties possible if obligations are not met. That’s why we’re here for guidance whenever you need a hand.
An SMSF can access a wider range of investments, but it must still have a documented strategy reflecting members’ objectives, risk profiles, liquidity needs and insurance considerations.
Newealth can help you decide whether an SMSF is best for you and design the investment and contribution strategy. We coordinate with your accountant, administrator and other specialists so you have a complete picture at every stage.
SMSFs can be suitable for individuals and families who value control, have sufficient balances to justify the cost and complexity, and are prepared to meet trustee responsibilities.
An SMSF is a private superannuation fund where you, as trustee or director of a corporate trustee, are responsible for managing the fund’s investments and complying with super and tax laws.
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Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.
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Sydney NSW 2000
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General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.