Hot Issues
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Business confidence hits 5-month high: NAB
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Where Australia is at. Our leading indicators.
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Power of retiree super dollars
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Beyond share prices
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Financial advice is the leading trigger to review insurance inside Super
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Opinion – 2018 to be the year of the machine
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Rising risks to the status quo
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UPDATE: Australia's vital statistics
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As share prices rise, the risk-return trade-off gets tricky
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Technical expert flags top 3 traps with CGT relief
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Become a better investor through your holiday reading
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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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Our Advent calendar for 2017
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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SMSFs warned on ‘ticking time bomb’ with outdated deeds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
Article archive
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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
Resources on our site to help you, your family and your friends.

Your Financial Planner supplies you with more tools and resources than most others and at no extra cost.  Use them to improve your planning for the future.

   

 

24/7 access to website based tools you, your family (children as well), your friends, colleagues and associates can all benefit from. *

  • Latest News. Our articles are chosen from amongst 30-35 to ensure the best are included in our news updates. The range of topics covered has also been broadened to include insurance, bookkeeping, and health issues.
  • Comprehensive financial tools to help you understand your Personal or family Cash Flow position or simply complete a Budget or work on some Superannuation scenarios.
  • Research your questions at the ATO, ASIC, Centrelink and other relevant sites to better understand what happening in areas such as Superannuation, Employer responsibilities, Awards, Pensions, etc. Then discuss your questions with your Planner. Use eWombat for doing this research, type in keywords or phrases.
  • Your information is private and confidential and should be treated that way. Using Secure File transfer or a vault means your information and plans are encrypted when sent in either direction.
  • Portfolio logins. Utilise the ability to login to your Portfolio 24/7 to see how it is going compared to your Plans.
  • Online forms. More and more forms are now website based versions to save time and effort with printing and posting. By using such resources many Planners can also keep abreast of changes in your circumstances and this will always help them better plan your financial future.
  • ASX Prices and Charts. Many sites will have these resources to allow you to quickly see how the market is going and check any stocks you’d like a price on. All such information is, though, delayed by 20 minutes.
  • A stock ticker that displays 5 minute delayed information for the top 100 Australian stocks by market capitalisation.

* Not all services are on every planner’s website but most are.