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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
Resources on our site to help you and your family.
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
Articles archive
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Powerful Budgeting and Super Tools available on our site.

The need to budget properly has never been more important and is becoming more so for us all in the future.


Being able to develop and manage a Budget has always been important to gaining better control of our affairs. Unfortunately, undertaking this task on a regular basis has always been hard, time consuming and, at best, ad-hoc. There are few tools and resources that are available to you, your family, friends and colleagues on a 24/7 basis to help with this process.

However, the value of completing and managing a budget on an ongoing basis can not be overstated. So to help you gain better control of your affairs we take great pleasure in advising that you can now access and use new budgeting, Superannuation and Tax tools right here on our website.

To start using them simply click on the Calculators or Financial Tools button in the menu bar.

The real beauty of these tools is that you can use them, leave, and when you come back to keep developing your budget or test some Super strategies the information you entered previously is still there waiting for you. Of course, you need to Register so the system knows which information is yours, just like, say, Internet Banking.

While great for existing clients some are starting to have their children use these tools so they too can start gaining a better understanding of this important matter and to improve their financial literacy.


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Australasian Financial Management | ABN 23 001 467 572 | AFM Advisers | ABN 39 003 717 824 | Trading as AFM Advisers | Authorised Representatives of: Apogee Financial Planning Limited | ABN 28 056 426 932 // Australian Financial Services Licensee | Registered Office at: 105-153 Miller Street North Sydney NSW 2060 | Site by PlannerWeb