Hot Issues
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State and Federal COVID-19 support
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ATO extends COVID-19 relief for SMSFs
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Three ways to keep market uncertainty in perspective
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SMSFs, employee share schemes & NALI
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Low interest rates require a strategic rethink
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Greenhouse gas emission by country since 1880
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SMSFs can face situational traps affecting related-party transactions with former spouse
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The right way to rebalance your investment portfolio
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Lockdowns and mental health
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The rise of the female investor
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ATO flags availability of COVID-19 early release super recontribution
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World's largest armies 1816 - 2020
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Retirement can be risky business
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A proven way to build wealth
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Two AAT decisions on what constitutes business real property
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ATO zeroes in on SMSF lifestyle assets
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SMSF scams are on the rise: Here’s how to fight back
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Four steps to plan for a better retirement
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‘Mammoth consequences’: ATO’s NALI ruling draws ire from professionals
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Videos and other resources for our clients
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SMSF members highly satisfied with funds
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6-member SMSF registration availability to begin mid-August
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SMSFs go for growth
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Tax time: calculating investment income and deductions
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ATO extends Division 7A relief
Videos and other resources for our clients

 

Making our website into a valuable resource for our clients is very important to us.

 

         

Educational videos on financial planning topics. Every 12 weeks the current range of 6 videos is changed for another 6. All are relevant and interesting. Ensure you and your family are able to learn about many topics related to financial planning issues and topics. Current topics are:

  • What can a financial planner do for you?

  • Understanding SMSFs

  • Women and Wealth Management

  • Duty of Disclosure

  • Take the risk management test

  • Cup of Advice - Inheritance


Latest news articles. 7-9 articles are added every month 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, and more.

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.

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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