Latest News

Hot Issues
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SMSFs attract younger members
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Heed restrictions on downsizer contributions
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Access to more resources and tools than most websites.
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Valuations key to avoiding NALI restrictions
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SMSF advice appetite strong, says ASIC
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For a smoother path to investment success, diversify
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How's Australia doing statistically?
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LRBA changes mostly affect Melbourne, Sydney retirees
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Lessons from the 2019 Index Chart
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The global economy at midyear: How our views have changed
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The biggest global corporations since 1998
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‘Retrospective’ LRBA measures tipped to cause headaches
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Downsizer Super Contribution
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Keep track of how Australia is really ticking over.
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Insights from the 2019 Vanguard / Investment Trends SMSF survey
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What falling interest rates mean for investors
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ATO releases ‘welcome guidance’ on death benefit income streams
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Super growth reducing age pension drawdown
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Big four firm outlines new financial year checklist for SMSFs
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Asset allocation as you age
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Australia - the story goes on.
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Consolidate your super and save
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Critical documentation steps flagged with switching SMSF loans
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Good investment habits versus damaging biases
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Control considerations flagged with death benefit pensions for children
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Interest rate for SMSF loans set to rise under safe harbour terms
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Recession on our mind
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What it will take to close the super gap between men and women
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Australia - How are we going as 2018-19 ends?
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LRBAs, guarantees in need of review after property market falls
Article archive
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Quarter 2 April - June 2019
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Quarter 1 January - March 2019
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Quarter 4 October - December 2018
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Quarter 3 July - September 2018
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Quarter 2 April - June 2018
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Quarter 1 January - March 2018
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Quarter 4 October - December 2017
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Quarter 3 July - September 2017
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Quarter 2 April - June 2017
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Quarter 1 January - March 2017
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Quarter 4 October - December 2016
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Quarter 3 July - September 2016
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Quarter 2 April - June 2016
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Quarter 1 January - March 2016
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Quarter 4 October - December 2015
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Quarter 3 July - September 2015
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Quarter 2 April - June 2015
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Quarter 1 January - March 2015
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Quarter 4 October - December 2014
Access to more resources and tools than most websites.

We provide 24/7 access to all these 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.

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 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.

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