Latest News

Hot Issues
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Aged care report goes to the heart of Australia’s tax debate
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Removed super no longer protected from creditors: court
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ATO investigating 16.5k SMSFs over valuation compliance
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The 2025 Financial Year Tax & Super Changes You Need to Know!
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Investment and economic outlook, March 2024
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The compounding benefits from reinvesting dividends
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Three things to consider when switching your super
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Oldest Buildings in the World.
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Illegal access nets $637 million
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Trustee decisions are at their own discretion: expert
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Regular reviews and safekeeping of documents vital: expert
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Latest stats back up research into SMSF longevity and returns: educator
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Investment and economic outlook, February 2024
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Planning financially for a career break
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Could your SMSF do with more diversification?
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Countries producing the most solar power by gigawatt hours
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Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
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Quarterly reporting regime means communication now paramount: expert
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Plan now to take advantage of 5-year carry forward rule: expert
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Why investors are firmly focused on interest rates
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Super literacy low for cash-strapped
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Four timeless principles for investing success
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Investment and economic outlook, January 2024
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Wheat Production by Country
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Time to start planning for stage 3 tax cuts: technical manager
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Millions of Australians lose by leaving savings in default MySuper funds
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Vanguard economic and market outlook for 2024: A return to sound money
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An investment year of ups and downs
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How to tame the market's skewness
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The Countries that Export the Most Wine in the World
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Tips for preparing for the best tax outcomes
Article archive
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Quarter 4 October - December 2023
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Quarter 3 July - September 2023
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Quarter 2 April - June 2023
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Quarter 1 January - March 2023
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Quarter 4 October - December 2022
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Quarter 3 July - September 2022
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Quarter 2 April - June 2022
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Quarter 1 January - March 2022
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Quarter 4 October - December 2021
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Quarter 3 July - September 2021
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Quarter 2 April - June 2021
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Quarter 1 January - March 2021
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Quarter 4 October - December 2020
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Quarter 3 July - September 2020
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Quarter 2 April - June 2020
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Quarter 1 January - March 2020
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Quarter 4 October - December 2019
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Quarter 3 July - September 2019
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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
Quarter 1 of, 2018 archive
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Why your retirement intentions are critical
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Plans for study into elder abuse
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Our website is really our digital office.
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Dissecting the downsizer contribution
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The Goldilocks effect - Economic and market update 4Q 17
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Rates, inflation and yield - five graphs to help make sense of it all
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Australia. All you need to know to be the expert.
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Potential pension minefields
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Confusion lingers over post-death insurance
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Non-lodgement numbers slashed, 30,000 funds still in ATO’s sights
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Business confidence hits 5-month high: NAB
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New Year resolutions, New Year strategies
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How will downsizer contributions work for SMSFs?
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Where Australia is at. Our leading indicators.
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‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told
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Power of retiree super dollars
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Beyond share prices
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Financial advice is the leading trigger to review insurance inside Super
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Opinion – 2018 to be the year of the machine
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Rising risks to the status quo
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UPDATE: Australia's vital statistics
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As share prices rise, the risk-return trade-off gets tricky
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Technical expert flags top 3 traps with CGT relief
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Become a better investor through your holiday reading
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Australia's vital statistics
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Made in Albania? How globalisation is creating challenges for Chinese policymakers
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Our Advent calendar for 2017
Our website is really our digital office.

Coming to our digital office means you can visit us at any time without moving, you family and friends can to.  You can drop off and pick up files, you can catch up with important news, you can ask us questions on a wide range of topics, you can search providers such as Centrelink, the ATO and ASIC and often more easily than going to their sites, you can access a range of calculators, you can get to know our staff, and more.  Drop in anytime!

 

       

 

24/7 access to website based tools you, your family (children as well), your friends, colleagues and associates can all benefit from. *

  • Latest News. Our articles are chosen from amongst 30-35 to ensure the best are included in our news updates. The range of topics covered has also been broadened to include items such as Australia's vital statistics.
  • Comprehensive financial tools to help you understand your Personal or family Cash Flow position or simply complete a Budget or work on some Superannuation scenarios.
  • Research your questions at the ATO, ASIC, Centrelink and other relevant sites to better understand what happening in areas such as Superannuation, Employer responsibilities, Awards, Pensions, etc. Then discuss your questions with your Planner. Use eWombat for doing this research, type in keywords or phrases.
  • Your information is private and confidential and should be treated that way. Using Secure File transfer or a vault means your information and plans are encrypted when sent in either direction.
  • Online forms. More and more forms are now website based versions to save time and effort with printing and posting. By using such resources many Planners can also keep abreast of changes in your circumstances and this will always help them better plan your financial future.
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