Hot Issues
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When super isn't compulsory
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Investors brace for Brexit - deal or no deal
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ATO identifies SMSF contravention red flags
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Extra website resources and tools is one way we offer you and your family more.
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Tax and estate planning traps flagged with pension restructures
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A checklist for a healthy financial year
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High-risk LRBAs, TBAR on the ATO’s radar this year
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All you need to know about how Australia is going.
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Royal Commission report makes super fee recommendations
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Four tips for boosting your super balance
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New Year resolutions, New Year strategies
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Part 4 - The major benefit of ‘behavioural coaching'
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3 tips for weathering the market's bumpy ride
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Common BDBN ‘pitfalls’ flagged in wake of ASIC action
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Case law points to ‘growing importance’ of SMSF document chain
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How Australia is performing.
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Global outlook summary: Down but not out
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Australia - a comprehensive run-down of our vital statistics.
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Your guide to smarter holiday reading
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Verifying asset values in a SMSF.
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Admin, BDBN errors flagged for SMSFs this year
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ATO targets non-arm's length income - NALI
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Retiring in their 30s or 40s?
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Ranking of the world's best: Taking it personally
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The value of advice - Behavioural Coaching
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Our Advent calendar for 2018
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Compliance, tax advice in strongest demand from SMSFs
Extra website resources and tools is one way we offer you and your family more.

The following are available via our website and are not often available in the one place.  All can save you time and effort.  *

           

 

24/7 access to website-based tools and resources you, your family, your friends, colleagues and associates can all benefit from.

  • Latest News. 6-8 new articles every month and chosen from over 25 for their relevance. This means our website is a great place to stay informed.
  • Videos that are relevant, interesting, educational and interesting to watch. Videos that are regularly changed for another collection to ensure you’re able to lean about a significant number of related issues throughout the year.
  • Ask a question at any time. If you have a question on any related topic then don’t hesitate to use a form on our site to ask.
  • Comprehensive financial tools and calculators to help you better understand your personal or family Cash Flow position or simply complete a Budget or work on some Superannuation scenarios.
  • Research your questions. Use eWombat for doing this research by simply typing in keywords or phrases. Great and quick for searching sites like the ATO, Centrelink and ASIC.
  • Your information is private and confidential and should be treated that way. Using Secure File transfer or a Secure Client Portal means your information and plans are encrypted when sent in either direction over the Internet.
  • ASX Prices and Charts. Many sites will have these resources to allow you to quickly see how the market is going and check any stocks you’d like a price on. All such information is, though, delayed by 10 minutes.
  • Many sites also have a message window feature that displays messages of interest or that cover topics and deadlines you should be aware of.

* Not all are on every site.

 

Your Accountant

Pattinson Financial Services Pty Ltd ABN 17 121 851 376 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd
ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

Tel: +61 2 8850 6888 | Fax: +61 2 8850 6407 | Toll Free 1300 466 637 | PO Box 6253 Baulkham Hills BC NSW 2153

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