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.

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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

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Many sites also have a message window feature that displays messages of interest or that cover topics and deadlines you should be aware of.

 

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Your Accountant

  • SMSFs attract younger members

    Given that self-managed super funds (SMSFs) hold more than half of the retirement dollars in super, it is easy to assume that self-managed super is dominated by older members. Not so.

  • Heed restrictions on downsizer contributions

    Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.

  • 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. *

  • Valuations key to avoiding NALI restrictions

    SMSF trustees may find properties within their fund caught under changes to non-arm’s length income rules if the property is involved in a related-party transaction and is not professionally valued, according to a leading SMSF law firm.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.