Latest Financial Planning News
Hot Issues
Business confidence hits 5-month high: NAB
New Year resolutions, New Year strategies
How will downsizer contributions work for SMSFs?
Where Australia is at. Our leading indicators.
‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told
Power of retiree super dollars
Beyond share prices
Financial advice is the leading trigger to review insurance inside Super
Opinion – 2018 to be the year of the machine
Rising risks to the status quo
UPDATE: Australia's vital statistics
As share prices rise, the risk-return trade-off gets tricky
Technical expert flags top 3 traps with CGT relief
Become a better investor through your holiday reading
Australia's vital statistics
Made in Albania? How globalisation is creating challenges for Chinese policymakers
Our Advent calendar for 2017
For the young it a question of engagement
Address Under-insurance at Personal Finance Level - Global study
Realism vs reality - working part-time as retirees
SMSFs warned on ‘ticking time bomb’ with outdated deeds
Statutory wills are underutilised in estate planning
Articles archive
Quarter 4 October - December 2017
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Quarter 4 October - December 2005
Quarter 1 of 2012
Articles
Securely transfer your personal and business information to your Financial Planner.
Coping with instant wealth
Some industry terminology
Home alone
Market Update - 29th February 2012
Little savings, big rewards
Love and money ........
Market Wrap - 21-2-12
Lessons from a rocky road
Quarterly Market Report to 31-12-2011
Securely transfer your personal information over the Internet
Retirees make a comeback
Some Terminology
Retirement evolution
Identifying Market Trends
Market and Economic Update - December 2011
Securely transfer your personal and business information to your Financial 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 quickly locate many documents especially those at the ATO to 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.


 


Your Financial Planner





21st-March-2012