Videos and other resources for our clients
Making our website into a valuable resource for our clients is very important to us. There are more tools and resources available when compared to almost anywhere else and this month we highlight our educational videos.
We hope you enjoy these 'extras' and if you have any question then click on the Contact Us button and ask.
Educational videos on accounting topics. Every 12 weeks the current range of 6 videos is changed for another 6. 18 in all and all are relevant, interesting, educational and interesting. Videos that are changed three times a year to ensure you and your family are able to lean about many issues related financial issues and topics. This month's topics are:
- Why choose and Accountant?
- Understanding Estate Planning
- Reducing your capital gains tax liability
- Lending interest rates effect everyone differently
- Caring for Aged Parents
- How franking credits work
Latest news articles. 7-9 individual articles every month, though 13-15 in March, and all chosen for their relevance. Our website is a great place to stay informed.
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
Client portals. Portals are quite common on many sites and can be used to store your data, pay bills, log onto investment systems.
Ask us a question at any time. If you have a question on any related topic then don’t hesitate to use a form on our site to ask.
Your information is private and confidential and should be treated that way. Using Secure File Transfer means your information is encrypted when sent in either direction over the Internet.
Many sites also have a message window feature that displays messages of interest or that cover topics and deadlines you should be aware of.
* Not all are on every website.
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Article archive
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January - March 2021 archive
- ATO’s good-faith approach to crypto won’t last much longer
- Navigating the post-pandemic challenges and pathways of super for young women
- ATO Small Business Newsroom
- Cost of retirement up in December quarter
- Why benchmarking will be good for super funds
- What exactly is inflation?
- The risks in hunting for higher returns
- Frydenberg flags super freeze
- The real value of advice
- Taking a deeper dive into indexation of the transfer balance cap
- ASIC sounds warning around high-yield bond scams
- How to pass the diversification test
- Rollout of Director ID Numbers (DIN) is ahead of schedule
- The perks of staying invested
- Retirees proceeding with downsizing plans as confidence rises
- Early access boosted interest in advice
- Vaccination rates as they happen around the world
- Approaching the dawn
- Videos and other resources for our clients
- Retirement the ‘number one trigger’ for financial advice
- ‘Unfinished superannuation business’ to watch for in 2021
- Superannuation ideas for 2021
- Retirees need new super investment approach
- Returning expats reminded on tax snares with pensions, investments