A resource hub for our clients.
We provide 24/7 access to many extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *
Latest News. 7-9 individual articles every month and all chosen for their relevance. Our website is a great place to stay informed.
Educational Videos. 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 comprehensive 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 Superannuation 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.
Your Financial Planner
* Not all are on every website.
Latest Newsletters
Hot Issues
- SMSF assets reach record levels amid share market rally
- Many Australians have a fear of running out
- How to get into the retirement comfort zone
- NALE bill passed by parliament
- Compliance focus impacts wind-ups
- LRBA interest rates increase for 2025
- Income-free areas set to increase from 1 July
- Most Spoken Languages in the World
- 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
- Winners & Losers
- Budget breakdown – Federal Government Analysis
- 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
Article archive
- April - June 2024
- January - March 2024
- October - December 2023
- July - September 2023
- April - June 2023
- January - March 2023
- October - December 2022
- July - September 2022
- April - June 2022
- January - March 2022
- October - December 2021
- July - September 2021
- April - June 2021
- January - March 2021
- October - December 2020
- July - September 2020
- April - June 2020
- January - March 2020
- October - December 2019
- July - September 2019
- April - June 2019
- January - March 2019
- October - December 2018
- July - September 2018
- April - June 2018
- January - March 2018
- October - December 2017
- July - September 2017
- April - June 2017
- January - March 2017
- October - December 2016
- July - September 2016
- April - June 2016
- January - March 2016
- October - December 2015
- July - September 2015
- April - June 2015
January - March 2020 archive
- Covid-19 Update - Small Business
- PM launches $17.6 billion virus stimulus plan
- What 2020 holds for low cost funds
- Non-concessional contributions breaches on ATO radar
- Expected GDP by country 2010 to 2100
- Investing with small amounts
- A resource hub for our clients.
- New laws mean 65-year-olds should hold off on large contributions
- Understanding the dangers with downsizing and super
- Statistical picture of Australia - Update
- Advice for my twenty-something self
- Beware: Penalties and pitfalls of the early release of super.
- Real Time World Population Growth - Wow!!
- A challenge for China and investors
- Property deduction errors down to ‘lack of understanding’: ATO
- Start 2020 with a best snapshot of Australia.
- Total return investing
- Retirement trap hurting saving Aussies
- ATO outlines tax relief for bushfire victims
- Catch-up concessional contributions – strategies and practicalities
- Nearing retirement? 7 steps to take before you leave work
- 2020 audits to focus on investment strategy
- Australia - latest facts and figures
- ‘Visible, valued and owned’: ATO outlines super priorities for new year
- A 20-year investment growth story
- Retire on your own terms and not the market's