Latest Financial Planning News

Hot Issues
Middle-to-higher incomes boosting SMSF growth
Investment and economic outlook, May 2024
Transitioning into retirement: What you should know
Plan now to take advantage of stage 3 tax cuts
Deeming freeze a win for Age Pensioners
Downsizer contributions can be time critical
The superannuation changes from 1 July
The Deadliest pandemics in History
Budget breakdown – Federal Government Analysis
Winners & Losers
Federal Budget 2024
Getting to a higher level of financial literacy in Australia
What is the future of advice and how far off is superannuation 2.0?
Investment and economic outlook, April 2024
Australia’s debt service ratio ‘extraordinary’: CBA
Connecting an adviser with your children
ACCC scam report
The Shortest-reigning Monarchs in History
ATO warns trustees about increasing crypto scams
Aged care report goes to the heart of Australia’s tax debate
Removed super no longer protected from creditors: court
ATO investigating 16.5k SMSFs over valuation compliance
The 2025 Financial Year Tax & Super Changes You Need to Know!
Investment and economic outlook, March 2024
The compounding benefits from reinvesting dividends
Three things to consider when switching your super
Oldest Buildings in the World.
Illegal access nets $637 million
Trustee decisions are at their own discretion: expert
Regular reviews and safekeeping of documents vital: expert
Latest stats back up research into SMSF longevity and returns: educator
Articles archive
Quarter 1 January - March 2024
Quarter 4 October - December 2023
Quarter 3 July - September 2023
Quarter 2 April - June 2023
Quarter 1 January - March 2023
Quarter 4 October - December 2022
Quarter 3 July - September 2022
Quarter 2 April - June 2022
Quarter 1 January - March 2022
Quarter 4 October - December 2021
Quarter 3 July - September 2021
Quarter 2 April - June 2021
Quarter 1 January - March 2021
Quarter 4 October - December 2020
Quarter 3 July - September 2020
Quarter 2 April - June 2020
Quarter 1 January - March 2020
Quarter 4 October - December 2019
Quarter 3 July - September 2019
Quarter 2 April - June 2019
Quarter 1 January - March 2019
Quarter 4 October - December 2018
Quarter 3 July - September 2018
Quarter 2 April - June 2018
Quarter 1 January - March 2018
Quarter 4 October - December 2017
Quarter 3 July - September 2017
Quarter 2 April - June 2017
Quarter 1 January - March 2017
Quarter 4 October - December 2016
Quarter 3 July - September 2016
Quarter 2 April - June 2016
Quarter 1 January - March 2016
Quarter 4 October - December 2015
Quarter 3 July - September 2015
Quarter 2 April - June 2015
Quarter 1 January - March 2015
Quarter 4 October - December 2014
Quarter 3 July - September 2014
Quarter 2 April - June 2014
Quarter 1 January - March 2014
Quarter 4 October - December 2013
Quarter 3 July - September 2013
Quarter 2 April - June 2013
Quarter 1 January - March 2013
Quarter 4 October - December 2012
Quarter 3 July - September 2012
Quarter 2 April - June 2012
Quarter 1 January - March 2012
Quarter 4 October - December 2011
Quarter 3 July - September 2011
Quarter 2 April - June 2011
Quarter 1 January - March 2011
Quarter 4 October - December 2010
Quarter 3 July - September 2010
Quarter 2 April - June 2010
Quarter 1 January - March 2010
Quarter 4 October - December 2009
Quarter 3 July - September 2009
Quarter 2 April - June 2009
Quarter 1 January - March 2009
Quarter 4 October - December 2008
Quarter 3 July - September 2008
Quarter 2 April - June 2008
Quarter 1 January - March 2008
Quarter 4 October - December 2007
Quarter 3 July - September 2007
Quarter 2 April - June 2007
Quarter 1 January - March 2007
Quarter 4 October - December 2006
Quarter 4 of 2009
Articles
Merry Christmas and a Happy New Year to all our clients.
When taking an average approach pays off
Why retirement could be bad for you.
Gifts Provided to Employees at a Christmas Party – any FBT?
Saving for a longer life
Market and Economic Updates – 30th November 2009
Powerful Budget tool available on our site.
Highly complex, highly emotional
Retiring on investment interest: can it be done?
Is it all over?
Are you living house poor?
Attitude of Banks to Insolvency
Market and Economic Updates – 31st October 2009
Powerful Superannuation modeling tools available on our site.
The Alphabet Soup of Stocks
Out in the Cold
Insolvent Trading Defences
Australian Super Admin Costs 'May Fall'
Shape matters when it comes to recoveries
Market & Economic Update - September 2009
Powerful Superannuation modeling tools available on our site.
Click on the Financial Tools / Calculator button to login or register and login to this resource.

By adding the information required you can look at your current superannuation position and compare it to your retirement goals. 

All information you enter is available when next you login.  This means you can build a very accurate picture of your Superannuation position initially or over time.  Once done then this information is readily available to you by simply logging back onto this site any time of the day or night.

You may just want to keep this information handy or you might like to test some other retirement scenarios to see what you have to do to attain them.  Alternatively you might have a change in life and want to test the consequences on your Superannuation or you might want your children to have access to such tools so they too can gain a better understanding of Superannuation issues while they’re still young.

In any case, these tools will help you gain a better understanding of your financial position and that’s always a good thing.

Finally if you have any questions after using this resource then simply ask us as we can help.

 

 

 

 

 

 



23rd-October-2009