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
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Articles
Merry Christmas 2011
Few know exactly what their true financial position is, do you?
The art of balancing bad news
How economic reality influences the market.
Market and Economic Updates  -  November / December 2011
Want to do some of your own research – no problems?
Lump sum love affair
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
The 5 types of earnings per share
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

        
49 Brentford Square Forest Hill VIC 3131  Phone: (03) 9877 7117