Financial Tools
  Client Portfolio Access
  New Client Kit
  Enquiry / Seminar Registration
Hot Issues
We wish all our clients a Merry Christmas,a Happy New Year and a restive holiday
A great overview of investing and good Holiday reading.
The final nail in the coffin for LRBAs?
Market Update – November 2014
Online financial tools your family and friends can use.
Overcoming our behavioural barriers to saving
Good financial planning finally has a value: 23% more in retirement
‘Unintended consequences’ threaten SMSF tax reform
Retirement income: every bit counts
ASFA continues to sound warnings on retirement savings
Market Update - October 2014
The little-known rule with huge implications for self-managed super funds
Grappling with the uncertainties of retirement
Change to ATO decision relevant to SMSF in-house assets
Taking a personal perspective on the global super challenge
Some terms defined - Super & Investment
The perils of market-timing and over-confidence
Market Update – 30th September 2014
Hardly a do-it-yourself job
Super insurance: wide coverage, limited understanding
ASIC eyes SMSF loan sign-off
Redesigning retirement incomes policy - from the ground up
Industry terms
Market Update - August 2014
Articles archive
Quarter 3 July - September 2014
Quarter 2 April - June 2014
Quarter 1 January - March 2014
Quarter 4 October - December 2013
Quarter 3 July - September 2013
Quarter 2 April - June 2013
Quarter 1 January - March 2013
Quarter 4 October - December 2012
Quarter 3 July - September 2012
Quarter 2 April - June 2012
Quarter 1 January - March 2012
Quarter 4 October - December 2011
Quarter 3 July - September 2011
Quarter 2 April - June 2011
Quarter 1 January - March 2011
Quarter 4 October - December 2010
Quarter 3 July - September 2010
Quarter 2 April - June 2010
Quarter 1 January - March 2010
Quarter 4 October - December 2009
Quarter 3 July - September 2009
Quarter 2 April - June 2009
Quarter 1 January - March 2009
Quarter 4 October - December 2008
Quarter 3 July - September 2008
Quarter 2 April - June 2008
Quarter 1 January - March 2008
Quarter 4 October - December 2007
Quarter 3 July - September 2007
Quarter 2 April - June 2007
Quarter 1 January - March 2007
Quarter 4 October - December 2006
Quarter 3 July - September 2006
Quarter 2 April - June 2006
Quarter 3 of 2007
Articles
Super Calculator
Not too late to convert assets into a tax-free retirement income stream
Paid of in Dividends
Stock Lab: Guide to analysing stocks (Part 1)
Investment Markets Data - To 31st August 2007.
Another service you'll find of use on our website - eWombat
Don't overlook CGT.
Sub-prime what?
Weathering the storm
Investment Markets Data - To 31st July 2007.
A vital question about your domain name(s).
Against the trend
What is the ideal mix of companies?
The estate-planning challenge
Investing in a toppy market
Investment Markets Data - To 30th June 2007.
Super Calculator

How's your Super going?


A recent television advertisement run by a very large Financial Institution was promoting the idea of how fantastic a Superannuation calculator was that they had on their website.  Apparently, after a few minutes using this calculator you could get an idea of how your superannuation was going compared to what it could potentially produce for you during retirement. 

The importance of knowing such information can't be overstated.

However, the Calculators on this site include such a Calculator.  One that's easy to use and quick to give you the information you want and need, and which you can discuss with your Planner.

The point is, though, that this site has a number of services like this where you can learn more about a number of financial Planning issues.  For example, along with the Super Calculator there are Calculators for looking at the possible effect of a pay rise or share dividend; or the effect of gearing your savings; or the power of compound interest; or How much cover do you really need?; or the effectiveness of long term savings; or Mortgage options; and the costs of education on your budgetTo see these Calculators click on the Calculator button in the top or left hand menu.

Also eWombat is the best search engine of the ATO website, so rather than going there to find out the ATO's take on issues, simply start at this site and type in a word or two like ‘dow' or ‘tax rates' or ‘simpler super' or ‘small business' or ‘investing' or any other key words you wish to investigate to see what's out there in an Australian context that you can use.

 

 

 

 



23rd-September-2007

  Financial Advisor | Financial Planner | Financial Adviser | Financial Planning | Financial Planner Sydney