Disclaimer: 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 your Aeran financial adviser.
Best questions to ask when selecting a trustee company to manage a personal injury settlement.
Lawyers, recognise that at the time of settlement you are standing between your client and their financial future. They are looking to you for guidance. Learn the facts and what questions to ask to enable good choices.
Congratulations to all the hardworking parents and carers of protected people in NSW for their lobbying success in having the NSW Surety Bond Scheme cancelled.
Legislation has passed confirming the exclusion of personal injury funds held in super pensions from the new $1.6m pension cap, which commences 1 July 2017.
The federal government has introduced legislation to make good on its intention to fully exclude personal injury funds from the $1.6m cap on money that can be held in a tax-free pension account. The new regime commences 1 July 2017 and now plaintiffs can breathe a sigh of relief.
Aeran's Jane Campbell was interviewed by the Financial Observer on the skills required to provide financial advice to clients receiving personal injury compensation.
Helping plaintiff lawyers calculate the impact of compensation payments on NDIS entitlements.
Thanks to the team at Australian Executor Trustees Limited for inviting Jane Campbell to speak at their Sydney event on 7 July 2016, together with Michael Sassella from the National Disability Insurance Agency.
AET are working hard to register their clients for NDIS care support.
Treasurer confirms to Aeran exemption from proposed $1.6m super pension cap for personal injury settlement funds contributed into superannuation.
In this article Aeran's Jane Campbell describes Australia's system of financial management; explains the different financial manager choices available to plaintiffs; and clarifies the process for claiming the cost of funds management.