Tools & Resources

Below is a collection of tools and resources available to our clients, completely free of charge.

  • Financial Videos - a range if intersting and informative videos on a range of topics.
  • General Calculators - a collection of calculators from the MoneyWatch website by ASIC
  • Secure File Transfer - a secure method of transferring confidential documents online instead of e-mail

Latest Financial Planning News

  • COVID-19 resources -Update July 2020

      Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic.  If you have any questions, or require further assistance, please send us an email or phone.  

  • 'But how will we pay for this?'

      It's a natural question about global policymakers' multitrillion-dollar efforts to prop up economies and markets against the monumental threat of the COVID-19 pandemic. And the question has understandably taken a back seat to confronting immediate health and welfare challenges.  

  • SMSFs urged to review leases before granting rent relief

      SMSF clients planning to provide rent reductions to tenants should review the lease agreement to ensure the provision of rent relief won’t result in a breach of the lease, says an industry lawyer.  

  • New financial year to bring new rules for super

      As the 2019–20 financial year draws to a close, a technical expert has highlighted some of the new rules commencing for super funds for the 2020–21 financial year.