Hot Issues
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Federal Budget 2018 - Overview
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Your Budget
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4 components of our 2018 Federal Budget
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Resources to help understand and implement Single Touch Payroll (STP)
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New rules capture SMSFs trading big with cryptocurrency
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New passive income test for lower corporate tax rate
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Tools to help you manage your financial position are available on our site.
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‘A simple mistake can attract our attention’: ATO reminder about FBT slips-ups
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Australia by numbers – Update
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Beware residency rules if moving overseas
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Meaningful tax reform in high demand
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Working holidaymakers and tax returns
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Single Touch Payroll – 1 April 2018 Action
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Property investors on notice after ATO spots false claims
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ATO issues update on cryptocurrency compliance traps
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Australia's vital statistics
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Accountants spy elder abuse spike as mortgage stress sets in
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Tax office releases fresh guidance on SMSFs
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Labor's tax plans could favour the rich, analysis shows
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FBT Reminder – Odometer Reading
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Our website is really our digital office.
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‘Substantiation will be a key focus’: ATO drums in tax time 2018 hit list
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Super changes: $1.6 million transfer balance cap and death benefit pensions
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Payroll, compliance issues top dodgy practices in Aussie business
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Employee travel expense deductions
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The Goldilocks effect - Economic and market update 4Q 17
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Tax assessments confirmed for undisclosed business income
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Super returns on the up despite clients’ hesitation
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Australia. All you need to know to be the expert.
Article archive
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Quarter 1 January - March 2018
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Quarter 4 October - December 2017
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Quarter 3 July - September 2017
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Quarter 2 April - June 2017
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Quarter 1 January - March 2017
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Quarter 4 October - December 2016
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Quarter 3 July - September 2016
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Quarter 2 April - June 2016
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Quarter 1 January - March 2016
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Quarter 4 October - December 2015
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Quarter 3 July - September 2015
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Quarter 2 April - June 2015
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Quarter 1 January - March 2015
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Quarter 4 October - December 2014
Tools to help you manage your financial position are available on our site.

Three ingredients to attaining your retirement goals: give yourself enough time, utilise professional assistance and increased financial literacy.  

     

On a beach, in a desert, atop a mountain, at a restaurant, overseas, under a tree, or by a river there’s always time to work at improving the understanding you have of your financial position and of how better to manage your money.

Being able to develop and manage a Budget has always been important to gaining better control of our affairs. Unfortunately, undertaking this task on a regular basis has always been hard, time consuming and, at best, ad-hoc. While there are many tools and resources available to you those that better connect you to your financial planner can provide the best long-term outcomes. Plus such tools are secure and available 24/7 so you can use your time rather than ‘fitting’ in with someone else.

The value of completing and managing a budget on an ongoing basis cannot be overstated. So to help we take great pleasure in providing you with access to a comprehensive range of integrated budgeting, superannuation and cash flow tools via our website.

To start using them simply click on the Calculators or Financial Tools button in the menu bar and login in again or register.

The real beauty of these tools is that you can use them, leave, and when you come back to keep developing your budget or test some Super strategies the information you entered previously is still there waiting for you. Of course, you need to Register so the system knows which information is yours, just like, say, Internet Banking.

While these tools are great for those getting closer to retirement they are also of value to the young who need to look at both their short-term needs as well as thinking of the long-term as well. It is never too early to start managing money and setting course for some life time financial objectives.


Your Financial Planner