Hot Issues
spacer
Our Advent calendar for 2017
spacer
Capital Gains and Renounceable Rights
spacer
Treasury finds Australia 'increasingly uncompetitive' as US moves on tax plans
spacer
Australia's vital statistics
spacer
SMSFs warned on ‘ticking time bomb’ with outdated deeds
spacer
Taxation ruling on commercial website deductibility
spacer
68% of SMEs ‘significantly stressed,’ 85% rely on accountants
spacer
Statutory wills are underutilised in estate planning
spacer
Small business slips on lodgement deadlines
spacer
300,000 SMEs utilising $20K write-off, says ATO
spacer
‘A bad thing times 10’: ATO set for new SMSF blitz
spacer
Capital Gains and Renounceable Rights
spacer
Paperwork bungles lead to $38k in payments
spacer
Australian Dietary Guidelines and healthy eating chart (PDF)
spacer
Former director liable for company’s unpaid tax liabilities
spacer
Resources on our site to help you, your family and your friends.
spacer
Super for housing measures enter Senate
spacer
No Special Circumstances to allow Excess Super Contributions
spacer
Housing tax measures progress to Parliament
spacer
AirBnb – wrong tax outcome?
spacer
Are young investors wasting their youth?
spacer
ATO sending 'more letters than ever' on income tax errors
spacer
Powerful Budgeting, cash flow and Super Tools available on our site.
spacer
Property, unit trusts in ATO's sights
spacer
Australian Dietary Guidelines and healthy eating chart (PDF)
spacer
Major Bank Levy Passed
spacer
NSW tops list as ATO reveals billions in lost super
spacer
Australia's leading causes of death - ABS
spacer
How is your super going, ready for retirement?
spacer
ATO increasing data exchange with international regulators
spacer
Illegal SMSF early access scheme leads to $6,000 fine
spacer
Our 'hardest' SMSF tasks
Article archive
spacer
Quarter 3 July - September 2017
spacer
Quarter 2 April - June 2017
spacer
Quarter 1 January - March 2017
spacer
Quarter 4 October - December 2016
spacer
Quarter 3 July - September 2016
spacer
Quarter 2 April - June 2016
spacer
Quarter 1 January - March 2016
spacer
Quarter 4 October - December 2015
spacer
Quarter 3 July - September 2015
spacer
Quarter 2 April - June 2015
spacer
Quarter 1 January - March 2015
spacer
Quarter 4 October - December 2014
How is your super going, ready for retirement?

How realistic are your goals?  Tools on this site will help you monitor how you're going.  Click on the Financial Tools / Calculator button to login, or register, to use this powerful resource.

     

 

Most Baby Boomers have missed out on a life time of superannuation contributions which leaves many with a gap between how they'd like to retire compared to what their assets can deliver. This is not uncommon, see article below titled 'Lack of literacy promotes unrealistic goals'. Often a better understanding of your position, and given some time, is like turning on a light and is a call to action. For many this might even mean seeking professional help.

Preparing for the retirement you want is complex and often difficult.


On this website there are tools you can use to review how your Superannuation is going compared to your retirement goals. These Tools are available 24/7 and are accessed via the Financial Tools / Calculator button. All you need do is enter the information required (this might take a bit as no one's life is that simple) and the software will automatically fill, where it can, some of the forms for you.

Once done you can go to the Toolbox and modify the Super Optimiser tool to see what might be needed to be retirement ready. While doing this you can ask you planner or accountant a question or two using the contact form on the right.

You can also prepare a budget and analyse your cash flow at the same time. 24/7 access is also very handy.

Also all information you enter is available when you next login. This means you can build a very accurate picture of your financial position over time. Once done then this information is readily available to you by simply logging back in to our site at any time of the day or night.

Don't forget either that time is important when building a 'nest egg' so offer these tools to your children as well. Every little bit helps.

Finally, if you have any questions after using this resource then simply ask us as we can help.

 

Your financial planner