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Latest Financial Planning News
Hot Issues
Investment and economic outlook, March 2025
Advisers should be aware of signs of elder abuse in SMSF structures
SMSFs hold record levels of cash and property
Trustees warned on early access
The Largest Empires in the World's History
Building Australia's future and Budget Priorities
Winners and Losers - Federal Budget 2025-26
All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget
Four SMSF breaches high on the ATO’s radar
Home is where the super is for many Australians
Investment and economic outlook, February 2025
TBC increase not just about pensions
SAR non-lodgment continues to be a concern: ATO
Increase in prohibited loans a concern: ATO
Retiree confidence undermined
The Most Held Currencies in the World | 1850-2024
Up to 700k retirees could be paying more tax than they should: SMC
Calls for clarification on NALI/E rulings
Australia’s economic growth set to recover in 2025
Carer rights - interdependency relationships
Division 296 deliberately deceptive
Five financial steps for the new year
How to shift into pension mode
Best Selling BOOKS of all Time
Preparing your kids for financial success
Investment and economic outlook
It’s super hump month. Make the most of it
Know the difference between general and specific NALE
Super funds finish 2024 with double-digit returns
9 Ways You Can Invest Using SMSF
End-of-year break time for super check-up
Most Powerful Economies in Europe | 1960-2024
Articles archive
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Quarter 1 of 2012
Articles
Securely transfer your personal and business information to your Financial Planner.
Coping with instant wealth
Some industry terminology
Home alone
Market Update - 29th February 2012
Little savings, big rewards
Love and money ........
Market Wrap - 21-2-12
Lessons from a rocky road
Quarterly Market Report to 31-12-2011
Securely transfer your personal information over the Internet
Retirees make a comeback
Some Terminology
Retirement evolution
Identifying Market Trends
Market and Economic Update - December 2011
Securely transfer your personal and business information to your Financial Planner.
The secure, encrypted and safe transfer of your personal or business information is important to many people and businesses.  Also the ability to transfer files larger than 2-3 Mbts is a secure and encrypted manner is also important, especially when many files today are 20 or 30+ Mbts.






This website offers you this facility.  Simply ask your Financial Planner or Accountant for a Username and
Password so you can either send or receive large files or information you feel
is too important for sending as an e-mail attachment or on a floppy disk or
flash drive.  Once you have the
information you need to login then click on the Secure File Transfer button in
the menu and follow the prompts.

Along with Secure File Transfer to protect your information, this site also offers other tools that help in several ways.  For example, there is a Research tool (eWombat) where you can quickly locate many documents especially those at the ATO to gain a better understanding of your questions
before asking your Financial Planner or Accountant, eWombat also makes this site one of the best search systems of the ATO; Financial Tools to help you understand your financial position and improve your financial literacy; a
comprehensive Budgeting system; and Portfolio Login options.


 


Your Financial Planner





21st-March-2012

        
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