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Hot Issues
Younger SMSF members
SMSF Specialist wanted
Aged Care
Crowd control
Philanthropy upswing
Market Update - 28th February 2014
Resources on our site to help you and your family.
SMSF investment process is broken, but a good financial planner can fix it
A behavioural barrier to successful saving
Spending of super lump sums
What the past can teach us about the current emerging turmoil
Some terms defined - Super & Investment
Spending control in a low-interest environment
Market Update - January 2014
The return of a resilient US
Putting financial literacy to the test.
No intention to retire
Outlook for Japan in 2014
Understanding Profit Metrics: Gross, Operating and Net Profits
Market Update - 31st December 2013
Articles archive
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 1 of 2012
Articles
Securely transfer your personal and business information to your Financial Planner.
Coping with instant wealth
Some industry terminology
Home alone
Market Update - 29th February 2012
Little savings, big rewards
Love and money ........
Market Wrap - 21-2-12
Lessons from a rocky road
Quarterly Market Report to 31-12-2011
Securely transfer your personal information over the Internet
Retirees make a comeback
Some Terminology
Retirement evolution
Identifying Market Trends
Market and Economic Update - December 2011
Securely transfer your personal and business information to your Financial Planner.
The secure, encrypted and safe transfer of your personal or business information is important to many people and businesses.  Also the ability to transfer files larger than 2-3 Mbts is a secure and encrypted manner is also important, especially when many files today are 20 or 30+ Mbts.






This website offers you this facility.  Simply ask your Financial Planner or Accountant for a Username and
Password so you can either send or receive large files or information you feel
is too important for sending as an e-mail attachment or on a floppy disk or
flash drive.  Once you have the
information you need to login then click on the Secure File Transfer button in
the menu and follow the prompts.

Along with Secure File Transfer to protect your information, this site also offers other tools that help in several ways.  For example, there is a Research tool (eWombat) where you can quickly locate many documents especially those at the ATO to gain a better understanding of your questions
before asking your Financial Planner or Accountant, eWombat also makes this site one of the best search systems of the ATO; Financial Tools to help you understand your financial position and improve your financial literacy; a
comprehensive Budgeting system; and Portfolio Login options.


 


Your Financial Planner





21st-March-2012

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