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Latest Financial Planning News
Hot Issues
Resources on our site to help you, your family and your friends.
ATO extends looming SuperStream deadline
ATO's deadline for review non-arm's length LRBAs extended
A paradoxical relationship: The self-employed and super
Fresh SMSF documentation warnings surface
Making investing a family affair
Super and divorce: a personal finance issue
Market Update - May 2016
ASIC flags SMSF investors in scam risk
Older, greyer and still working
Working and contributing to super past 65
The pitfalls of part-year pensions
Replenishing SMSF memberships
Budget will hit 15% of SMSFs
The insidious side of low interest rates
Market Update - April 2016
Budget 2016-17
Do investment principles stand test of time?
Estate Planning - early inheritance
US economy will bend, not break
A detailed look at the ATO’s new LRBA guidance
Defying life's blueprint
ATO continuing lodgement crackdown
Another twist on the gender savings gap
Market Update – March 2016
Going solo
Use our online budgeting tools to help plan your future.
Age Pension means-test prevents rational decision-making
Changing times for super collectables
Preservation Age Rule
Why investing for retirement isn't just about super
Articles archive
Quarter 1 January - March 2016
Quarter 4 October - December 2015
Quarter 3 July - September 2015
Quarter 2 April - June 2015
Quarter 1 January - March 2015
Quarter 4 October - December 2014
Resources on our site to help you, your family and your friends.

 

Your Financial Planner supplies you with more tools and resources than most others and at no extra cost.  Use them to improve financial literacy and to help better attain your financial goals.



                   


 


24/7 access to website based tools you, your family (all younger people need to start down the savings path as soon as they can), your friends, colleagues and associates can all benefit from. *


  • Latest News.  Our topical articles are chosen from amongst 20-25 to ensure they offer you an insight or information that is considered more important than what the other articles offered.  
     
  • Comprehensive financial tools to help you understand your Personal or family Cash Flow position or simply complete a Budget or work on some Superannuation scenarios.
     
  • Research your questions at the ATO, ASIC, Centrelink and other relevant sites to better understand what happening in areas such as Superannuation, Employer responsibilities, Awards, Pensions, etc.  Then discuss your questions with your Planner.  Use eWombat for doing this research, type in keywords or phrases.
     
  • Your information is private and confidential and should be treated that way.  Using Secure File transfer means your information and Plans are encrypted when sent in either direction.

  • Portfolio logins.  Utilise the ability to login to your Portfolio 24/7 to see how it is going compared to your Plans.
     
  • Online forms.  More and more forms are now website based versions to save time and effort with printing and posting.  By using such resources many Planners can also keep abreast of changes in your circumstances and this will always help them better plan your financial future.
     
  • ASX Prices and Charts.  Many sites will have these resources to allow you to quickly see how the market is going and check any stocks you’d like a price on.  All such information is, though, delayed by 20 minutes. 
  • A stock ticker that displays 5 minute delayed information for the top 100 Australian stocks by market capitalisation.

 


* Not all services are on every planner’s website but most are.


 




18th-July-2016
 

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