Saturday 9 Nov 2024
Latest Financial Planning News
Hot Issues
ATO reviewing all new SMSF registrations to stop illegal early access
Compliance documents crucial for SMSFs
Investment and economic outlook, October 2024
Leaving super to an estate makes more tax sense, says expert
Be clear on TBA pension impact
Caregiving can have a retirement sting
The biggest assets growth areas for SMSFs
20 Years of Silicon Valley Trends: 2004 - 2024 Insights
Investment and economic outlook, September 2024
Economic slowdown drives mixed reporting season
ATO stats show continued growth in SMSF sector
What are the government’s intentions with negative gearing?
A new day for Federal Reserve policy
Age pension fails to meet retirement needs
ASIC extends reportable situations relief and personal advice record-keeping requirements
The Leaders Who Refused to Step Down 1939 - 2024
ATO encourages trustees to use voluntary disclosure service
Beware of terminal illness payout time frame
Capital losses can help reduce NALI
Investment and economic outlook, August 2024
What the Reserve Bank’s rates stance means for property borrowers
How investing regularly can propel your returns
Super sector in ASIC’s sights
Most Popular Operating Systems 1999 - 2022
Treasurer unveils design details for payday super
Government releases details on luxury car tax changes
Our investment and economic outlook, July 2024
Striking a balance in the new financial year
The five reasons why the $A is likely to rise further - if recession is avoided
What super fund members should know when comparing returns
Insurance inside super has tax advantages
Are you receiving Personal Services Income?
It’s never too early to start talking about aged care with clients
Taxing unrealised gains in superannuation under Division 296
Capacity doubts now more common
Articles archive
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Quarter 4 of 2010
Articles
Merry Christmas and Happy New Year
A very good Budgeting Tool is available on our site.
Flexibility the key to spending
8 Financial Tips For Young Adults
Retirement boomers
Market Updates –   November / December 2010
Finding your Super comfort zone
What’s your debt really costing you?
Out in the cold – and forgotten
Tips For Buying The Perfect Investment Property
Market Updates –   October / November 2010
Professional help
On-line Sales Under Scrutiny
An often overlooked side of SMSFs
6 basic financial ratios
9 signs you can’t afford your mortgage.
Market Updates –   September  / October 2010
A very good Budgeting Tool is available on our site.
The need to budget properly has never been more important and will become more so for us all in the future.  The need to improve your financial literacy is equally important.  These Tools are a great help in both areas.

Being able to develop and manage a Budget has always been important to gaining better control of our affairs. Unfortunately, undertaking this task on a regular basis has always been hard, time consuming and, at best, ad-hoc. There have never been any readily available tools to help with this process.

However, the value of completing and managing a budget on an ongoing basis can not be overstated. So to help you gain better control of your affairs we take great pleasure in advising that you can now access and use new budgeting, Superannuation and Tax tools right here on our website.

To start using them simply click on the Calculators or Financial Tools button in the menu bar.

The real beauty of these new tools is that you can use them, leave, and when you come back to keep developing your budget or test some Super strategies the information you entered previously is still there waiting for you. Of course, you need to Register so the system knows which information is yours, just like, say, Internet Banking.

While great for all existing clients some are even starting to have their children and younger staff use these tools so they too can start gaining a better understanding of this important matter.

 

 

 

 

 



16th-December-2010

        
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