Videos and other resources for our clients
Making our website into a valuable resource for our clients is very important to us.
Educational videos on financial planning topics. Every 12 weeks the current range of 6 videos is changed for another 6. All are relevant and interesting. Ensure you and your family are able to learn about many topics related to financial planning issues and topics. Current topics are:
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What can a financial planner do for you?
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Understanding SMSFs
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Women and Wealth Management
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Duty of Disclosure
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Take the risk management test
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Cup of Advice - Inheritance
Latest news articles. 7-9 articles are added every month 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, and more.
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.
Latest Newsletters
Hot Issues
- Aged care report goes to the heart of Australia’s tax debate
- Removed super no longer protected from creditors: court
- ATO investigating 16.5k SMSFs over valuation compliance
- The 2025 Financial Year Tax & Super Changes You Need to Know!
- Investment and economic outlook, March 2024
- The compounding benefits from reinvesting dividends
- Three things to consider when switching your super
- Oldest Buildings in the World.
- Illegal access nets $637 million
- Trustee decisions are at their own discretion: expert
- Regular reviews and safekeeping of documents vital: expert
- Latest stats back up research into SMSF longevity and returns: educator
- Investment and economic outlook, February 2024
- Planning financially for a career break
- Could your SMSF do with more diversification?
- Countries producing the most solar power by gigawatt hours
- Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
- Quarterly reporting regime means communication now paramount: expert
- Plan now to take advantage of 5-year carry forward rule: expert
- Why investors are firmly focused on interest rates
- Super literacy low for cash-strapped
- Four timeless principles for investing success
- Investment and economic outlook, January 2024
- Wheat Production by Country
- Time to start planning for stage 3 tax cuts: technical manager
- Millions of Australians lose by leaving savings in default MySuper funds
- Vanguard economic and market outlook for 2024: A return to sound money
- An investment year of ups and downs
Article archive
- January - March 2024
- October - December 2023
- July - September 2023
- April - June 2023
- January - March 2023
- October - December 2022
- July - September 2022
- April - June 2022
- January - March 2022
- October - December 2021
- July - September 2021
- April - June 2021
- January - March 2021
- October - December 2020
- July - September 2020
- April - June 2020
- January - March 2020
- October - December 2019
- July - September 2019
- April - June 2019
- January - March 2019
- October - December 2018
- July - September 2018
- April - June 2018
- January - March 2018
- October - December 2017
- July - September 2017
- April - June 2017
- January - March 2017
- October - December 2016
- July - September 2016
- April - June 2016
- January - March 2016
- October - December 2015
- July - September 2015
- April - June 2015
July - September 2021 archive
- Lockdowns and mental health
- The rise of the female investor
- ATO flags availability of COVID-19 early release super recontribution
- World's largest armies 1816 - 2020
- Retirement can be risky business
- A proven way to build wealth
- Two AAT decisions on what constitutes business real property
- ATO zeroes in on SMSF lifestyle assets
- SMSF scams are on the rise: Here’s how to fight back
- Four steps to plan for a better retirement
- ‘Mammoth consequences’: ATO’s NALI ruling draws ire from professionals
- Videos and other resources for our clients
- SMSF members highly satisfied with funds
- 6-member SMSF registration availability to begin mid-August
- SMSFs go for growth
- Tax time: calculating investment income and deductions
- ATO extends Division 7A relief
- Drawdown relief for all pensions
- Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership
- What's your risk profile?
- Downsizer and bring forward combination creates new opportunities for super strategy
- Trust deed must include certain items
- Five investing tips for beginners