Latest News

Hot Issues
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Winners & Losers
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Budget breakdown – Federal Government Analysis
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Federal Budget 2024
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Getting to a higher level of financial literacy in Australia
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What is the future of advice and how far off is superannuation 2.0?
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Investment and economic outlook, April 2024
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Australia’s debt service ratio ‘extraordinary’: CBA
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Connecting an adviser with your children
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ACCC scam report
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The Shortest-reigning Monarchs in History
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ATO warns trustees about increasing crypto scams
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Aged care report goes to the heart of Australia’s tax debate
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Removed super no longer protected from creditors: court
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ATO investigating 16.5k SMSFs over valuation compliance
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The 2025 Financial Year Tax & Super Changes You Need to Know!
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Investment and economic outlook, March 2024
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The compounding benefits from reinvesting dividends
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Three things to consider when switching your super
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Oldest Buildings in the World.
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Illegal access nets $637 million
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Trustee decisions are at their own discretion: expert
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Regular reviews and safekeeping of documents vital: expert
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Latest stats back up research into SMSF longevity and returns: educator
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Investment and economic outlook, February 2024
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Planning financially for a career break
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Could your SMSF do with more diversification?
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Countries producing the most solar power by gigawatt hours
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Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
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Quarterly reporting regime means communication now paramount: expert
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Plan now to take advantage of 5-year carry forward rule: expert
Article archive
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Quarter 1 January - March 2024
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Quarter 4 October - December 2023
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Quarter 3 July - September 2023
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Quarter 2 April - June 2023
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Quarter 1 January - March 2023
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Quarter 4 October - December 2022
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Quarter 3 July - September 2022
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Quarter 2 April - June 2022
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Quarter 1 January - March 2022
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Quarter 4 October - December 2021
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Quarter 3 July - September 2021
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Quarter 2 April - June 2021
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Quarter 1 January - March 2021
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Quarter 4 October - December 2020
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Quarter 3 July - September 2020
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Quarter 2 April - June 2020
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Quarter 1 January - March 2020
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Quarter 4 October - December 2019
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Quarter 3 July - September 2019
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Quarter 2 April - June 2019
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Quarter 1 January - March 2019
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Quarter 4 October - December 2018
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Quarter 3 July - September 2018
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Quarter 2 April - June 2018
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Quarter 1 January - March 2018
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Quarter 4 October - December 2017
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Quarter 3 July - September 2017
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Quarter 2 April - June 2017
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Quarter 1 January - March 2017
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Quarter 4 October - December 2016
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Quarter 3 July - September 2016
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Quarter 2 April - June 2016
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Quarter 1 January - March 2016
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Quarter 4 October - December 2015
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Quarter 3 July - September 2015
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Quarter 2 April - June 2015
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Quarter 1 January - March 2015
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Quarter 4 October - December 2014
Quarter 1 of, 2017 archive
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Calls for calm over pending CGT amendments
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Almost the world's best for retirees
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ATO reports on top contravention areas for SMSFs
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What recent retirees can teach pre-retirees
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Deloitte points to ‘red flag’ SMSF patterns
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Save early, save often
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Government pushes forward with multinational tax measures
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Jump-start your retirement savings
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Government urged to rectify ‘legislative shortcoming’ with CGT relief
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Some financial terms explained
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Areas of key focus for SMSFs in 2017.
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Powerful Superannuation modelling tools available on our site.
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Your New Year reading: beyond John Grisham
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What a long-term view of the market can teach investors
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CGT confusion seeing unnecessary sell-offs
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‘Devastating’ property investments hitting SMSFs
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Asset valuation crackdown imminent for SMSFs
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New Year (investment) resolutions
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Trump stimulus to boost global markets
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Female advice customers on the rise
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Retirement costs outpace rise in CPI
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ATO set to scrutinise CGT relief claims
Powerful Superannuation modelling tools available on our site.

 

Click on the Financial Tools / Calculator button to login or register and login to this resource.

       

 


By adding the information required you can look at your current superannuation position and compare it to your retirement goals.  This is also a great way to demonstrate to your children the value and importance of saving at all stages of their lives and the benefits that doing so brings. 

All information you enter is available when next you login.  This means you can build a very accurate picture of your Superannuation position initially or over time.  Once done then this information is readily available to you by simply logging back onto this site any time of the day or night.

You may just want to keep this information handy or you might like to test some other retirement scenarios to see what you have to do to attain them.  Alternatively you might have a change in life and want to test the consequences on your Superannuation or you might want your children to have access to such tools so they too can gain a better understanding of Superannuation issues while they’re still young.

In any case, these tools will help you gain a better understanding of your financial position and that’s always a good thing.

Finally if you have any questions after using this resource then simply ask us as we can help.

 

 

 

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