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
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
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Quarter 3 July - September 2012
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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
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Quarter 4 October - December 2008
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Quarter 1 January - March 2008
Quarter 4 October - December 2007
Quarter 3 July - September 2007
Quarter 4 of 2011
Articles
Merry Christmas 2011
Few know exactly what their true financial position is, do you?
The art of balancing bad news
How economic reality influences the market.
Market and Economic Updates  -  November / December 2011
Want to do some of your own research – no problems?
Lump sum love affair
How much money do you need to comfortably retire?
You can afford to contribute more to super but .....
10 most indebted nations
Market and Economic Updates - October / November 2011
Timeless lessons meet new challenges
Securely transferring Your information to your Planner.
Gender Gap
The 5 types of earnings per share
No more Star Trek conventions for Spock
An introduction to behavioural finance.
Market Updates - September / October 2011
Securely transferring Your information to your Planner.
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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 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.
 
PlannerWeb



22nd-October-2011