Hot Issues
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The real value of advice
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Taking a deeper dive into indexation of the transfer balance cap
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ASIC sounds warning around high-yield bond scams
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How to pass the diversification test
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Rollout of Director ID Numbers (DIN) is ahead of schedule
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The perks of staying invested
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Retirees proceeding with downsizing plans as confidence rises
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Early access boosted interest in advice
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Vaccination rates as they happen around the world
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Approaching the dawn
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Videos and other resources for our clients
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Retirement the ‘number one trigger’ for financial advice
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‘Unfinished superannuation business’ to watch for in 2021
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Superannuation ideas for 2021
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Retirees need new super investment approach
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Returning expats reminded on tax snares with pensions, investments
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2020 is coming to an end. Phew!!
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ATO flags key deadlines for early release of super
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Retirement costs rising despite COVID impacts
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Government targets fund expenditure, best interests in new super reforms
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Small SMSFs develop rapidly
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Investing basics for first timers
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Behind the dash in new market listings
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Super, death, and taxes
Videos and other resources for our clients

Making our website into a valuable resource for our clients is very important to us.  There are more tools and resources available when compared to almost anywhere else and this month we highlight our educational videos. 

We hope you enjoy these 'extras' and if you have any question then click on the Contact Us button and ask.

 

         

Educational videos on accounting topics. Every 12 weeks the current range of 6 videos is changed for another 6. 18 in all and 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.  This month's topics are: 

  • Why choose and Accountant?
  • Understanding Estate Planning
  • Reducing your capital gains tax liability
  • Lending interest rates effect everyone differently
  • Caring for Aged Parents
  • How franking credits work

Latest news articles. 7-9 individual articles every month, though 13-15 in March, and all chosen for their relevance. Our website is a great place to stay informed.

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

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