Phone (07) 3221 1122
Hot Issues
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Articles archive
Quarter 3 July - September 2024
Quarter 2 April - June 2024
Quarter 1 January - March 2024
Quarter 4 October - December 2023
Quarter 3 July - September 2023
Quarter 2 April - June 2023
Quarter 1 January - March 2023
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Quarter 1 January - March 2022
Quarter 4 October - December 2021
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Quarter 4 October - December 2016
Quarter 3 July - September 2016
Quarter 2 April - June 2016
Quarter 1 January - March 2016
Quarter 4 October - December 2015
Quarter 3 July - September 2015
Quarter 2 April - June 2015
Quarter 1 January - March 2015
Quarter 4 October - December 2014
Quarter 1 of 2021
Articles
ATO’s good-faith approach to crypto won’t last much longer
Navigating the post-pandemic challenges and pathways of super for young women
ATO Small Business Newsroom
Cost of retirement up in December quarter
Why benchmarking will be good for super funds
What exactly is inflation?
The risks in hunting for higher returns
Frydenberg flags super freeze
The real value of advice
Taking a deeper dive into indexation of the transfer balance cap
ASIC sounds warning around high-yield bond scams
How to pass the diversification test
Rollout of Director ID Numbers (DIN) is ahead of schedule
The perks of staying invested
Retirees proceeding with downsizing plans as confidence rises
Early access boosted interest in advice
Vaccination rates as they happen around the world
Approaching the dawn
Videos and other resources for our clients
Retirement the ‘number one trigger’ for financial advice
‘Unfinished superannuation business’ to watch for in 2021
Superannuation ideas for 2021
Retirees need new super investment approach
Returning expats reminded on tax snares with pensions, investments
Videos and other resources for our clients

Making our website into a valuable resource for our clients is very important to us.  There are more tools and resources available when compared to almost anywhere else and this month we highlight our educational videos. 

We hope you enjoy these 'extras' and if you have any question then click on the Contact Us button and ask.

 



         


Educational videos on accounting topics. Every 12 weeks the current range of 6 videos is changed for another 6. 18 in all and all are relevant, interesting, educational and interesting. Videos that are changed three times a year to ensure you and your family are able to lean about many issues related financial issues and topics.  This month's topics are: 


  • Why choose and Accountant?
  • Understanding Estate Planning
  • Reducing your capital gains tax liability
  • Lending interest rates effect everyone differently
  • Caring for Aged Parents
  • How franking credits work

Latest news articles. 7-9 individual articles every month, though 13-15 in March, and all chosen for their relevance. Our website is a great place to stay informed.


Calculators. A good range of calculators to help you better understand and manage your personal and family financial issues. Four of the more popular are: Pay calculator, Budget Calculator, Loan Calculator, and Super Calculator


Client portals. Portals are quite common on many sites and can be used to store your data, pay bills, log onto investment systems.


Ask us a question at any time. If you have a question on any related topic then don’t hesitate to use a form on our site to ask.


Your information is private and confidential and should be treated that way. Using Secure File Transfer means your information is encrypted when sent in either direction over the Internet.


Many sites also have a message window feature that displays messages of interest or that cover topics and deadlines you should be aware of.


 


* Not all are on every website.


Your Accountant




27th-January-2021
 

Retirewell Financial Planning Pty Ltd
ABN 29 070 985 509 | AFSL No. 247062
Phone 07 3221 1122 | Fax 07 3221 3322
Level 24,
141 Queen Street (Cnr Albert Street)
BRISBANE QLD 4000
Email retirewell@retirewell.com.au