March 2020 Newsletter

In this month’s newsletter, we begin by discussing reversionary beneficiary nominations – an important topic for some. Our animation illustrates the issue of underinsurance in Australia, which is present in both the personal and general insurance space. The returns of asset classes can affect a chosen asset allocation; we explore the importance of rebalancing an investment portfolio.

Australian Prudential Regulation Authority (APRA) has released measures aimed at improving the long-term sustainability of income protection insurance; we provide an overview of these measures. We then share with you a video by ABC News on the cost of child care, and the impact this is having on some Australian households.

Lastly, with considerable attention being given to the coronavirus disease (COVID-19) outbreak by media outlets, we have included an animation by the World Health Organisation (WHO) that provides information and guidance on the disease.

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Kind Regards,
The team at
Bellwether Financial Group

Newsletter Articles

Reversionary beneficiary nominations

Upon commencing a pension, you may have the option to nominate a reversionary beneficiary. In this article, we discuss the facts on this type of superannuation income stream death benefit nomination.

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Underinsurance in Australia animation

Underinsurance, which can refer to inadequate or no insurance, is a significant issue in Australia. In this animation, we illustrate the details of underinsurance in the personal insurance space.

Launch Video

Why rebalance an investment portfolio?

The returns of asset classes can alter our chosen asset allocation within an investment portfolio. In this article, we explore the importance of periodically rebalancing an investment portfolio.

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31 March 2020: Income protection insurance

APRA has released several measures that affect income protection insurance. In this article, we provide an overview of these measures, especially in relation to the agreed value benefit type.

Read More

ABC News: The impact of child care costs

Australian families can pay as much for child care as they would to send their child to a private primary school. In this video, ABC News explores the impact of child care costs on family planning.

Launch Video

WHO: COVID-19 information and guidance

Understandably, the COVID-19 outbreak is receiving considerable attention at the moment. In this animation, the World Health Organisation (WHO) provides information and guidance on the disease.

Launch Video




Corporate Documents

CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Stephen Davies
Privacy Policy


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