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  Latest Planning News
Hot Issues
Vaccination rates as they happen around the world
Approaching the dawn
Videos and other resources for our clients
Retirement the ‘number one trigger’ for financial advice
‘Unfinished superannuation business’ to watch for in 2021
Superannuation ideas for 2021
Retirees need new super investment approach
Returning expats reminded on tax snares with pensions, investments
2020 is coming to an end. Phew!!
ATO flags key deadlines for early release of super
Retirement costs rising despite COVID impacts
Government targets fund expenditure, best interests in new super reforms
Small SMSFs develop rapidly
Investing basics for first timers
Behind the dash in new market listings
Super, death, and taxes
What millennials are thinking about investing and retirement
Capital preservation front of mind for SMSF returns
Comprehensive list of COVID-19 initiatives and packages.
Most SMSFs are still poorly diversified
Related party purchases must be clean
How your coming tax cut could pay off
Majority of retirees expected to fall short on retirement savings
Monitoring super performance critical in light of new measures
Budget 2020 - A very comprehensive break down.
Budget 2020 - Fact Sheets
Articles archive
Quarter 4 October - December 2020
Quarter 3 July - September 2020
Videos and other resources for our clients

Making our website into a valuable resource for our clients is very important to us.  There are more tools and resources available when compared to almost anywhere else and this month we highlight our educational videos. 

We hope you enjoy these 'extras' and if you have any question then click on the Contact Us button and ask.

 



         


Educational videos on accounting topics. Every 12 weeks the current range of 6 videos is changed for another 6. 18 in all and 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.  This month's topics are: 


  • Why choose and Accountant?
  • Understanding Estate Planning
  • Reducing your capital gains tax liability
  • Lending interest rates effect everyone differently
  • Caring for Aged Parents
  • How franking credits work

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.


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 Accountant




27th-January-2021