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

  • September update of latest COVID-19 initiatives.

      With the ending of a number of the original COVID-19 relief and stimulus initiatives, August and the beginning of September has seen the release of new plans to move into the post-September period. Links to these updates and changes are listed below.  

  • Update of Superannuation contribution rules from July 1, 2020.

      The rules around Superannuation contribution change almost every year, so it is important that taxpayers know what these changes mean to them.  

  • More than $31bn paid under early super release

      The government’s early super release scheme shows no signs of slowing down, with almost 90,000 release applications received by super funds in the first week of August and more than $700 million in payments made.  

  • Your super fund, your choice

      Choice is inherently regarded as a good thing, particularly in these COVID-affected times when some of our basic choices have had to be suspended for the greater community good.