Hot Issues
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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
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Lack of literacy promotes unrealistic goals
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Young investors: Time is on your side
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Is your SMSF retirement-ready?
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Key Economic Indicators, 2017 - updated
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Investors acting their age
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ATO locks in details, addresses panic on real-time reporting
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Government ‘undermines’ tax system in new moves on property expenses
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
Quarter 2 of, 2016 archive
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Making investing a family affair
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Super and divorce: a personal finance issue
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Market Update - May 2016
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ASIC flags SMSF investors in scam risk
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Older, greyer and still working
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Working and contributing to super past 65
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The pitfalls of part-year pensions
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Replenishing SMSF memberships
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Budget will hit 15% of SMSFs
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The insidious side of low interest rates
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Market Update - April 2016
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Budget 2016-17
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Do investment principles stand test of time?
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Estate Planning - early inheritance
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US economy will bend, not break
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A detailed look at the ATO’s new LRBA guidance
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Defying life's blueprint
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ATO continuing lodgement crackdown
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Another twist on the gender savings gap
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Market Update – March 2016
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Going solo
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Age Pension means-test prevents rational decision-making
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Changing times for super collectables
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Preservation Age Rule
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Why investing for retirement isn't just about super
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.