Hot Issues
Powerful Budgeting and Super Tools available on our site.
SMSF and limited resource borrowing – a warning
External partnerships and the in-house asset rules
Take a closer look at SMSF age demographics
Avoiding tax consequences with the related-party rules
Focusing on after-tax returns
Market Update – 31st August 2015
The gender gap in retirement
Why popularity of ETFs is surging among SMSFs
Clearing up confusion about accessing super.
Good (investor) behaviour
Five reasons the RBA will likely cut rates again
Market Update – 31st July 2015
Customer-centred innovation underpins high satisfaction among financial advice customers
What the ATO is keeping an eye on
Through life and death
Why astute investors are a little like astute kayakers.
Your first SMSF portfolio
Market Update - June 2015
Money-smart ageing
A new (financial) year’s resolution for your SMSF
What’s ahead for US interest rates?
Articles archive
Quarter 3 July - September 2015
Quarter 2 April - June 2015
Quarter 1 January - March 2015
Quarter 4 October - December 2014
Quarter 4 of 2011
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.

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.