Hot Issues
spacer
COVID-19 resources -Update July 2020
spacer
'But how will we pay for this?'
spacer
SMSFs urged to review leases before granting rent relief
spacer
New financial year to bring new rules for super
spacer
Extra Tools & Resources for our clients.
spacer
Ways to outsmart your cognitive biases
spacer
COVID-19 cuts risk pension pain
spacer
New laws prompt review of SMSF estate plans
spacer
SMSF sector grows, new fund numbers drop
spacer
‘HomeBuilder’ grants now available.
spacer
Related-party property development concerns — Part 1
spacer
The value of financial advice
spacer
A super catch-up plan
spacer
Court decides on taxable capital gains distributions
spacer
SMSF liquidity lessons learnt from the pandemic
spacer
Do your investment goals stack up?
spacer
Retirement income framework deferred due to COVID-19
spacer
How early super withdrawals add up
spacer
AFP teams up with ATO, Treasury in COVID-19 tax fraud taskforce
spacer
ATO extends initial JobKeeper payment deadline
spacer
ATO releases JobKeeper alternative test
spacer
Our Website, your resources
spacer
Consumer satisfaction up for SMSFs, down for industry funds
spacer
Superannuation for younger investors
spacer
How to stay the course in retirement
spacer
COVID-19: Early Childhood Education and Care Relief Package
spacer
Government announces mandatory code for rent relief
spacer
ATO clarifies COVID-19 rent relief concerns
spacer
SMSFs in the ATO firing line
spacer
Avoid SISR traps in early access to super scheme
Access to more resources and tools than most websites.

We provide 24/7 access to all these extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *

       

 

Latest News. 7-9 individual articles every month and all chosen for their relevance. Our website is a great place to stay informed.

Videos. All are relevant, interesting, educational and interesting. Videos that are changed three times a year to ensure you and your family are able to lean about many issues related financial issues and topics.

Calculators. A good range of calculators to help you better understand and manage your personal and family financial issues. Four of the more popular are: Pay calculator, Budget Calculator, Loan Calculator, and Super Calculator

Client Portals. Portals are quite common on many sites and can be used to store your data, pay bills, log onto investment systems.

Ask us 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.

Your information is private and confidential and should be treated that way. Using Secure File transfer means your information is encrypted when sent in either direction over the Internet.

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 website.

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

site By PlannerWeb