Latest Financial Planning News
Minimum pension drawdown not the only thing to consider as 30 June approaches
ASIC urges Aussies to check for unclaimed money
PAYDAY SUPER STARTS 1 JULY 2026 – Planning guides
Commercial v residential: Be aware of ‘nuanced’ changes
Six strategic investment moves for mid-career women
Your 30 June superannuation checklist
What’s your risk profile?
Check out what Uses the Most Internet Traffic: Data from 1994 to 2026
Key tax changes and measures from the 2026 Federal Budget
Federal budget 2026: Winners and losers
A breakdown of 2026-27 Federal Budget Themes and Papers.
SMSF commercial property owners and Div 296 ‘misconceptions’
7 simple steps to get on the investment ladder
Can I access my super early?
Magnificent Seven: More diverse than they may appear
Look for the red flags that signal unscrupulous advice
Carer responsibilities don’t meet interdependency criteria: PBR
LRBA stability has been understated
From Bricks to iPhones: The Evolution of the Telephone
Interest rates likely to stay higher for longer
Iran conflict: Keeping perspective on market risk
Most Valuable Industries in the World 2026
In turbulent times, stick to your long-term wealth strategy
SMSF trustees acting badly – further disqualification cases
Know the difference between death benefit pension and normal pension or pay the price
View Division 296 as two-stage event
Rise in SMSF inflows indicate more people are moving into the sector
Super versus trusts: What is the best option with Div 296?
Thinking of establishing an SMSF? Don’t skip reading the rules
Investment and economic outlook, February 2026
Coercive control in SMSF becoming a hot issue
Are downsizer contributions losing steam?
What to look for when choosing a financial adviser
AI use needed with proper safeguards
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.


Your Accountant




27th-January-2021