Latest Financial Planning News

Hot Issues
ATO reviewing all new SMSF registrations to stop illegal early access
Compliance documents crucial for SMSFs
Investment and economic outlook, October 2024
Leaving super to an estate makes more tax sense, says expert
Be clear on TBA pension impact
Caregiving can have a retirement sting
The biggest assets growth areas for SMSFs
20 Years of Silicon Valley Trends: 2004 - 2024 Insights
Investment and economic outlook, September 2024
Economic slowdown drives mixed reporting season
ATO stats show continued growth in SMSF sector
What are the government’s intentions with negative gearing?
A new day for Federal Reserve policy
Age pension fails to meet retirement needs
ASIC extends reportable situations relief and personal advice record-keeping requirements
The Leaders Who Refused to Step Down 1939 - 2024
ATO encourages trustees to use voluntary disclosure service
Beware of terminal illness payout time frame
Capital losses can help reduce NALI
Investment and economic outlook, August 2024
What the Reserve Bank’s rates stance means for property borrowers
How investing regularly can propel your returns
Super sector in ASIC’s sights
Most Popular Operating Systems 1999 - 2022
Treasurer unveils design details for payday super
Government releases details on luxury car tax changes
Our investment and economic outlook, July 2024
Striking a balance in the new financial year
Articles archive
Quarter 3 July - September 2024
Quarter 2 April - June 2024
Quarter 1 January - March 2024
Quarter 4 October - December 2023
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Quarter 1 January - March 2007
Quarter 4 October - December 2006
Quarter 1 of 2012
Articles
Securely transfer your personal and business information to your Financial Planner.
Coping with instant wealth
Some industry terminology
Home alone
Market Update - 29th February 2012
Little savings, big rewards
Love and money ........
Market Wrap - 21-2-12
Lessons from a rocky road
Quarterly Market Report to 31-12-2011
Securely transfer your personal information over the Internet
Retirees make a comeback
Some Terminology
Retirement evolution
Identifying Market Trends
Market and Economic Update - December 2011
Securely transfer your personal and business information to your Financial Planner.
The secure, encrypted and safe transfer of your personal or business information is important to many people and businesses.  Also the ability to transfer files larger than 2-3 Mbts is a secure and encrypted manner is also important, especially when many files today are 20 or 30+ Mbts.






This website offers you this facility.  Simply ask your Financial Planner or Accountant for a Username and
Password so you can either send or receive large files or information you feel
is too important for sending as an e-mail attachment or on a floppy disk or
flash drive.  Once you have the
information you need to login then click on the Secure File Transfer button in
the menu and follow the prompts.

Along with Secure File Transfer to protect your information, this site also offers other tools that help in several ways.  For example, there is a Research tool (eWombat) where you can quickly locate many documents especially those at the ATO to gain a better understanding of your questions
before asking your Financial Planner or Accountant, eWombat also makes this site one of the best search systems of the ATO; Financial Tools to help you understand your financial position and improve your financial literacy; a
comprehensive Budgeting system; and Portfolio Login options.


 


Your Financial Planner





21st-March-2012