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Latest Financial Planning News
Hot Issues
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
What’s ahead for US interest rates?
Super: Looking to June 30 and beyond
Reminders and Tax Strategies for SMSFs pre-year end
End of year tips for SMSFs
Market Update – May 2015
An investor's personal trainer
SMSF trustee penalties going up
Contraventions rife among non-advised SMSF trustees
Dealing with investor uncertainty
Articles archive
Quarter 2 April - June 2015
Quarter 1 January - March 2015
Quarter 4 October - December 2014
Resources on our site to help you and your family.

 

Not all of you want the same thing so we offer a comprehensive range of resources at no extra cost.  The end result is for us to help you better attain your financial goals and our website will help.



             


 


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.*


  • 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 and other relevant sites to better understand what happening in areas such as Superannuation, Employer responsibilities, Awards, Centrelink, 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. 
     
  • Latest News.  All sites have an up-to-date news feed that reflects issues of interest to you, their clients.
     
  • Many sites also have an information ticker that displays more articles chosen with your interests in mind.  Just click on an article to read more.

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


 




17th-September-2015
 

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