Thursday 3 Apr 2025
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
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Quarter 4 of 2011
Articles
Few know exactly what their true financial position is, do you?
How economic reality influences the market.
Market and Economic Updates  -  November / December 2011
How much money do you need to comfortably retire?
You can afford to contribute more to super but .....
10 most indebted nations
Market and Economic Updates - October / November 2011
Timeless lessons meet new challenges
Securely transferring Your information to your Planner.
Gender Gap
No more Star Trek conventions for Spock
An introduction to behavioural finance.
Market Updates - September / October 2011
Few know exactly what their true financial position is, do you?
The Christmas / New Year period is a good time to improve your knowledge in this area plus doing so will help you and your Financial Planner work together, over time, to move toward your financial goals.





The Budgeting Tools / Calculators on this website are a great way to get a very good handle on your financial position.  Also feel free to offer the use of these
tools to others you think may benefit from them.

 These tools will give you a Cash Flow position, that is, whether or not after all costs, income,
assets and liabilities you have a positive or negative cash flow.  Knowing this information is vital to better
management of your money.

At the same time you work on a Budget plus gain a better understanding of your Superannuation
and where it is in relation to what you need further down the track.

To start using these Tools simply click on the Financial Tools or Calculators 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 working
on a budget or test some Super strategies, the information you entered
previously is still be there waiting for you. Of course, you need to Register
so the system knows which information is yours, just like, say, Internet
Banking.


 


 


Your Financial Planner





15th-December-2011