Resources and Tools to help our Clients build their future
Making our website into a valuable resource for our clients is very important to us.
Educational videos on accounting and financial planning topics. Every 16 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 accounting issues and topics. This month's topics are:
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Cloud based accounting
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Understanding Estate Planning
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Lending Interest Rates Affect Everyone Differently
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Why you need business expense insurance
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Individual Trustees vs Corporate Trustees in a SMSF
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Understanding SMSFs
Latest news articles. 7-9 articles are added every month and all are chosen from 25-30 for their relevance. Our website is a great place to stay informed and articles are very easy to find and read.
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 the Contact Us form 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.
