Extra Tools & Resources for our clients.
Over time we have supplied our clients with a growing collection of tools and resources to help in areas such as COVID-19 relief updates, articles on tax changes and updates, articles to help understand economic changes, calculators for all financial needs, and videos to help you and your family learn more about financial matters. We hope you enjoy these 'extras' and if you have any question then simply ask. *
Covid-19 updates. We have added an article to our latest news that is regularly updated with Federal and State government resources and tools so you don't have to find them yourselves and perhaps miss something important.
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.
Educational videos on accounting topics. 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.
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 Financial Planner
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Article archive
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July - September 2020 archive
- September update of latest COVID-19 initiatives.
- Update of Superannuation contribution rules from July 1, 2020.
- More than $31bn paid under early super release
- Your super fund, your choice
- SMSFs urged to act on compliance issues ahead of tougher penalties
- A beginner's investment guide to long-term wealth
- ATO confirms important issue on pension payments
- How SMSF trustees navigated COVID-19 volatility
- JobKeeper - Latest Update
- Pandemic spurs a rise in investment scams
- Estate planning and investments
- Early release of Super extended to Dec 31
- Excess TBC issues surfacing with reduced pension account values
- The Bond Market.
- Treasury underestimates early super by $15bn
- 'But how will we pay for this?'
- SMSFs urged to review leases before granting rent relief
- New financial year to bring new rules for super
- Extra Tools & Resources for our clients.
- Ways to outsmart your cognitive biases
- COVID-19 cuts risk pension pain
- New laws prompt review of SMSF estate plans
- SMSF sector grows, new fund numbers drop