Latest News

Hot Issues
spacer
Aged care report goes to the heart of Australia’s tax debate
spacer
Removed super no longer protected from creditors: court
spacer
ATO investigating 16.5k SMSFs over valuation compliance
spacer
The 2025 Financial Year Tax & Super Changes You Need to Know!
spacer
Investment and economic outlook, March 2024
spacer
The compounding benefits from reinvesting dividends
spacer
Three things to consider when switching your super
spacer
Oldest Buildings in the World.
spacer
Illegal access nets $637 million
spacer
Trustee decisions are at their own discretion: expert
spacer
Regular reviews and safekeeping of documents vital: expert
spacer
Latest stats back up research into SMSF longevity and returns: educator
spacer
Investment and economic outlook, February 2024
spacer
Planning financially for a career break
spacer
Could your SMSF do with more diversification?
spacer
Countries producing the most solar power by gigawatt hours
spacer
Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
spacer
Quarterly reporting regime means communication now paramount: expert
spacer
Plan now to take advantage of 5-year carry forward rule: expert
spacer
Why investors are firmly focused on interest rates
spacer
Super literacy low for cash-strapped
spacer
Four timeless principles for investing success
spacer
Investment and economic outlook, January 2024
spacer
Wheat Production by Country
spacer
Time to start planning for stage 3 tax cuts: technical manager
Article archive
spacer
Quarter 1 January - March 2024
spacer
Quarter 4 October - December 2023
spacer
Quarter 3 July - September 2023
spacer
Quarter 2 April - June 2023
spacer
Quarter 1 January - March 2023
spacer
Quarter 4 October - December 2022
spacer
Quarter 3 July - September 2022
spacer
Quarter 2 April - June 2022
spacer
Quarter 1 January - March 2022
spacer
Quarter 4 October - December 2021
spacer
Quarter 3 July - September 2021
spacer
Quarter 2 April - June 2021
spacer
Quarter 1 January - March 2021
spacer
Quarter 4 October - December 2020
spacer
Quarter 3 July - September 2020
spacer
Quarter 2 April - June 2020
spacer
Quarter 1 January - March 2020
spacer
Quarter 4 October - December 2019
spacer
Quarter 3 July - September 2019
spacer
Quarter 2 April - June 2019
spacer
Quarter 1 January - March 2019
spacer
Quarter 4 October - December 2018
spacer
Quarter 3 July - September 2018
spacer
Quarter 2 April - June 2018
spacer
Quarter 1 January - March 2018
spacer
Quarter 4 October - December 2017
spacer
Quarter 3 July - September 2017
spacer
Quarter 2 April - June 2017
spacer
Quarter 1 January - March 2017
spacer
Quarter 4 October - December 2016
spacer
Quarter 3 July - September 2016
spacer
Quarter 2 April - June 2016
spacer
Quarter 1 January - March 2016
spacer
Quarter 4 October - December 2015
spacer
Quarter 3 July - September 2015
spacer
Quarter 2 April - June 2015
spacer
Quarter 1 January - March 2015
spacer
Quarter 4 October - December 2014
Quarter 4 of, 2017 archive
spacer
For the young it a question of engagement
spacer
Address Under-insurance at Personal Finance Level - Global study
spacer
Realism vs reality - working part-time as retirees
spacer
SMSFs warned on ‘ticking time bomb’ with outdated deeds
spacer
Statutory wills are underutilised in estate planning
spacer
Resources on our site to help you, your family and your friends.
spacer
Calls to Review ASIC's Definition of Lapse Insurance
spacer
Paperwork bungles lead to $38k in payments
spacer
Self-employed? Don't miss out on super
spacer
Australian Dietary Guidelines and healthy eating chart (PDF)
spacer
Big concessions looking likely for transfer balance limit: ATO
spacer
Raft of superannuation measures enter Parliament
spacer
US Fed policy: Normalisation begins
spacer
What the gig economy may mean for your super
spacer
Powerful Budgeting, cash flow and Super Tools available on our site.
spacer
Australia's leading causes of death - ABS
spacer
Government introduces first home scheme laws
spacer
Are young investors wasting their youth?
spacer
ATO granted super enforcement powers
spacer
The great Australian (retiree) dream
Powerful Budgeting, cash flow and Super Tools available on our site.

Aging Australians look more and more likely to attain their retirement goals.  Three main reasons are more time to save and invest, professional assistance and increased financial literacy.  The tools on this site will help improve your financial literacy.

       

 

On a beach, in a desert, atop a mountain, at a restaurant, overseas, under a tree, or by a river there’s always time to work at improving the understanding you have of your financial position and of how better to manage your money.

Being able to develop and manage a Budget has always been important to gaining better control of our affairs. Unfortunately, undertaking this task on a regular basis has always been hard, time consuming and, at best, ad-hoc. While there are many tools and resources available to you those that better connect you to a financial planner can provide the best long-term outcomes.   Plus such tools are secure and available 24/7 so you can use your time rather than ‘fitting’ in with someone else.

The value of completing and managing a budget on an ongoing basis cannot be overstated. So to help we take great pleasure in providing you with access to a comprehensive range of integrated budgeting, superannuation and cash flow tools via our website.

To start using them simply click on the Calculators or Financial Tools button in the menu bar.
The real beauty of these tools is that you can use them, leave, and when you come back to keep developing your budget or test some Super strategies the information you entered previously is still there waiting for you. Of course, you need to Register so the system knows which information is yours, just like, say, Internet Banking.

While these tools are great for those getting closer to retirement they are also of value to the young who need to look at both their short-term needs as well as thinking of the long-term as well.  It is never too early to start managing money and setting course for some life time financial objectives.  

 
Your Financial Planner

Site by Plannerweb