Hot Issues
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Our Advent calendar for 2017
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Australia's vital statistics
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Made in Albania? How globalisation is creating challenges for Chinese policymakers
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For the young it a question of engagement
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Address Under-insurance at Personal Finance Level - Global study
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Realism vs reality - working part-time as retirees
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SMSFs warned on ‘ticking time bomb’ with outdated deeds
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Statutory wills are underutilised in estate planning
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Resources on our site to help you, your family and your friends.
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Calls to Review ASIC's Definition of Lapse Insurance
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Paperwork bungles lead to $38k in payments
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Self-employed? Don't miss out on super
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Australian Dietary Guidelines and healthy eating chart (PDF)
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Big concessions looking likely for transfer balance limit: ATO
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Raft of superannuation measures enter Parliament
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US Fed policy: Normalisation begins
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What the gig economy may mean for your super
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Powerful Budgeting, cash flow and Super Tools available on our site.
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Australia's leading causes of death - ABS
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Government introduces first home scheme laws
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Are young investors wasting their youth?
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ATO granted super enforcement powers
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The great Australian (retiree) dream
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ATO to release further guidance on reserves
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A real-world benchmark for SMSF performance
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How is your super going, ready for retirement?
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Our 'hardest' SMSF tasks
Article archive
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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
Powerful Budgeting, cash flow and Super Tools available on our site.

Aging Australians look more and more likely to attain their retirement goals.  Three main reasons are more time to save and invest, professional assistance and increased financial literacy.  The tools on this site will help improve your 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 a 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.
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