Latest Financial Planning News

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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
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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
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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
For the young it a question of engagement
Address Under-insurance at Personal Finance Level - Global study
Realism vs reality - working part-time as retirees
SMSFs warned on ‘ticking time bomb’ with outdated deeds
Statutory wills are underutilised in estate planning
Resources on our site to help you, your family and your friends.
Calls to Review ASIC's Definition of Lapse Insurance
Paperwork bungles lead to $38k in payments
Self-employed? Don't miss out on super
Australian Dietary Guidelines and healthy eating chart (PDF)
Big concessions looking likely for transfer balance limit: ATO
Raft of superannuation measures enter Parliament
US Fed policy: Normalisation begins
What the gig economy may mean for your super
Powerful Budgeting, cash flow and Super Tools available on our site.
Australia's leading causes of death - ABS
Government introduces first home scheme laws
Are young investors wasting their youth?
ATO granted super enforcement powers
The great Australian (retiree) dream

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Powerful Budgeting, cash flow and Super Tools available on our site.

Aging Australians look more and more likely to attain their retirement goals.  Three main reasons are more time to save and invest, professional assistance and increased financial literacy.  The tools on this site will help improve your financial literacy.



       


 


On a beach, in a desert, atop a mountain, at a restaurant, overseas, under a tree, or by a river there’s always time to work at improving the understanding you have of your financial position and of how better to manage your money.


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. While there are many tools and resources available to you those that better connect you to a financial planner can provide the best long-term outcomes.   Plus such tools are secure and available 24/7 so you can use your time rather than ‘fitting’ in with someone else.


The value of completing and managing a budget on an ongoing basis cannot be overstated. So to help we take great pleasure in providing you with access to a comprehensive range of integrated budgeting, superannuation and cash flow tools via our website.


To start using them simply click on the Calculators or Financial Tools 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 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 these tools are great for those getting closer to retirement they are also of value to the young who need to look at both their short-term needs as well as thinking of the long-term as well.  It is never too early to start managing money and setting course for some life time financial objectives.  


 
Your Financial Planner




25th-October-2017