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
All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget
Building Australia's future and Budget Priorities
Winners and Losers - Federal Budget 2025-26
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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Articles
Market Update - 31st May 2013
Take extra care not to exceed super contribution caps.
The revival of the West
The great advisory challenge for team SMSF
Boost for tax data-matching.
Extra Online support from your Financial Planner.
Budget wrap: industry welcomes continuity
Market Update - 30th April 2013
2013-14 Federal Budget at a Glance
Budget 2013-14 Overview
Full version of the Federal Budget speech for 2013-14
Market Update -  31st March 2013
Flawed super tax = long-term problems: Mercer
A matter of confidence
Super tax changes: winners and losers
The big super split
The hot super debate
For those clients who like to do some extra research.
The growing return expectation gap
"EU will survive no problem", US in recovery
Love, money and relationship breakdowns
Extra Online support from your Financial Planner.

 

As part of the ongoing support and service offered is 24/7 access to the following online services.


     

 

 

 

Each is designed to provide you with extra assistance and help from the website based support your Planner offers.  

Website based tools you; your family (all younger people need to start down the savings path as soon as they can); your friends; colleagues and associates can all benefit from.  (Not all services are on every planner’s website but most are as they to to offer you as much support as they can).

  • Comprehensive financial tools to help you understand your Personal or family Cash Flow position or simply complete a Budget or work on some Superannuation scenarios.

  • Research your questions at the ATO and other relevant sites to better understand what happening in areas such as Superannuation, Employer responsibilities, Awards, Centrelink, etc.  Then discuss your questions with your Planner.  Use eWombat for doing this research, type in keywords or phrases.

  • Your information is private and confidential and should be treated that way.  Using Secure File Transfer means your information and Plans are encrypted when sent in either direction.    
  • Portfolio logins.  Utilise the ability to login to your Portfolio 24/7 to see how it is going compared to your Plans.

  • Online forms.  More and more forms are now website based versions to save time and effort with printing and posting.  By using such resources many Planners can also keep abreast of changes in your circumstances and this will always help them better plan your financial future.

  • ASX Prices and Charts.  Many sites will have these resources to allow you to quickly see how the market is going and check any stocks you’d like a price on.  All such information is, though, delayed by 20 minutes. 

  • Latest News.  All sites have an up-to-date news feed that reflects issues of interest to you, their clients.

  • Many sites also have an information ticker that displays some general information chosen with your interests in mind. 

 

 

 



30th-May-2013

        
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