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Latest Financial Planning News
The revival of the West
The great advisory challenge for team SMSF
Boost for tax data-matching.
Extra Online support from your Financial Planner.
Budget wrap: industry welcomes continuity
Market Update - 30th April 2013
2013-14 Federal Budget at a Glance
Budget 2013-14 Overview
Full version of the Federal Budget speech for 2013-14
Flawed super tax = long-term problems: Mercer
Market Update -  31st March 2013
A matter of confidence
Super tax changes: winners and losers
The big super split
The hot super debate
For those clients who like to do some extra research.
The growing return expectation gap
"EU will survive no problem", US in recovery
Love, money and relationship breakdowns
Reports find risk appetite rising but still reluctant
Market Update - 28th February 2013
Research finds advisers key to SMSF growth
Road-testing retirement
China may run hot, but will investors overheat?
2013 rays of hope
Quarter 1 January - March 2013
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Dumb, dumber, dumbest
Business confidence hits six year high
Matching investment risk tolerance to personality
Retirement incomes loom as super’s big challenge
Market and Economic update - August 31 2009
Weekly Market and Economic Update
Powerful Budgeting and Super Tools available on our site.
Something remarkable with SMSFs
A determined tram driver
Price of crude jumps to 2009 high
Super Fund Members may be Entitled to more Age Pension
Transfer files securely using our website.
Hard at work - after all this time
Top 200 firms face $2.8b carbon bill
Re-contribution after turning 60
Stinging message for SMSFs
RBA chief hints rates could rise soon
1st July 2009 Start Dates
Investments Market Data - 30th June 2009
Transfer files securely using our website.
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Included in the services we offer you via our website is secure file transfer.  This facility delivers our clients two main benefits. 

Firstly, some people desire a more secure method of sending us information and this system offers that.  Every file is encrypted when uploaded and only unencrypted when downloaded.  Also every file is automatically deleted after 5 days to remove any human error.

Secondly, it removes all hassles associated with trying to send large files that simply can't be sent as e-mail attachments or which waste too much time posting or hand delivering.  With this facility you can send from anywhere in the world, all you need is access to our website and a Username and Password which we can supply you. 

The only thing to keep in mind is that while you may have very fast download access to the Internet, uploading is almost always many times slower.  Hence a large file may take you longer to upload than you think, so on occasion you may need be a bit more patient than you thought.

Also, Secure File Transfer automatically sends the Recipient an e-mail noting them that a file is ready for collection and automatically sends an e-mail to the Sender when the information is collected.  This way you can keep track of what's happening.

Don't forget the other services you can use on our website, namely, eWombat for research of sites like the ATO, and Budgeting using the new budgeting tool under Calculators or Financial Tools.  Articles on these topics are in the article list to the left.

 

 

 



26th-July-2009
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