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
Hot Issues
- Small businesses may ‘collapse under strain of payday super’, IPA warns
- ATO’s hands tied with scrapping on-hold debts, expert says
- What Drives Your Business Growth and Profits?
- Australian Taxation Office (ATO) shifting to firmer debt collection activity
- Why employee v contractor comes down to fine print
- Sharing economy reporting regime for platform operators
- Countries producing the most solar power by gigawatt hours
- Illegal access nets $637 million
- Accessing superannuation benefits.
- Does your business have a company Power of Attorney?
- Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
- GrantConnect
- 2 in 3 SMEs benefit from instant asset write-off, survey reveals
- Updated guidance on R&D claims
- Do you know how to recover debts?
- Wheat Production by Country
- Types of small business benchmarks
- What is a Commercial Lease?
- ATO warns advisers against suspect R&D tax claims
- The year of workplace law upheaval
- How to Resolve Invoice Payment Disputes
- Raft of revenue tweaks in MYEFO to raise millions
- The Countries that Export the Most Wine in the World
Article archive
- October - December 2023
- July - September 2023
- April - June 2023
- January - March 2023
- October - December 2022
- July - September 2022
- April - June 2022
- January - March 2022
- October - December 2021
- July - September 2021
- April - June 2021
- January - March 2021
- October - December 2020
- July - September 2020
- April - June 2020
- January - March 2020
- October - December 2019
- July - September 2019
- April - June 2019
- January - March 2019
- October - December 2018
- July - September 2018
- April - June 2018
- January - March 2018
- October - December 2017
- July - September 2017
- April - June 2017
- January - March 2017
- October - December 2016
- July - September 2016
- April - June 2016
- January - March 2016
- October - December 2015
- July - September 2015
- April - June 2015
- January - March 2015
- October - December 2014
July - September 2017 archive
- Australia's leading causes of death - ABS
- How is your super going, ready for retirement?
- ATO increasing data exchange with international regulators
- Illegal SMSF early access scheme leads to $6,000 fine
- Our 'hardest' SMSF tasks
- Uber drivers hit for 10% tax
- Lack of literacy promotes unrealistic goals
- Taxpayer failed to prove that payments were “loans”
- New STP dates confirmed as ATO goes on compliance blitz
- ATO flags compliance project for FY17/18
- Items that heat up your depreciation deductions
- Government ‘undermines’ tax system in new moves on property expenses
- Taxpayer denied deduction for work expenses of $60,000
- Overtime meal expenses disallowed because no allowance received
- Key Economic Indicators, 2017
- Government to shut down salary sacrifice loophole
- Crowdfunding legislation gets greenlight
- ATO heavyweight responds to hacking fears
- Checklist - Tax time 2017 - Company, Trust & Partnership
- Checklist - Superannuation Funds - 2017
- ATO to ramp up scrutiny of $20K tax break use
What our clients say about us