Links to other useful websites
Aust Securities & Investments Commission http://www.asic.gov.au
Australian Taxation Office http://www.ato.gov.au
Centrelink http://www.centrelink.gov.au
Entrepreneurs Business Centre http://www.ebc.com.au
Financial Planning Association http://www.fpa.asn.au
Australian Stock Exchange http://www.asx.com.au
Media
Australian Financial Review http://www.afr.com.au
BRW http://www.brw.com.au
Money Management http://www.moneymanagement.com.au
Personal Investor http://www.personalinvestment.com.au
Fund Managers
Colonial First State
Macquarie
MLC Masterkey
Onepath (Previously ING)
BT Financial Group
Perpetual Investments
Tools
Through working with many fund managers and banks, we have found that some websites offer great tools and calculators to help clients illustrate possible scenarios and help them plan their finances better.
In our discussions with clients, we will always use projections to illustrate different strategies: the before and after diagram to show you how much better off you’d be.
Here are some of the best tools we’ve found:
AMP Calculators and Tools especially good for their budget and lifestyle tools, including the life expectancy tool.
AMP Budget Tool download the 2014 / 2015 financial year Excel version here.
MLC Calculators and Tools use this for superannuation and investment tools and projection of possible strategies.
NAB Calculators and Financial Tools especially good for home loan and debt management tools.
CBA Calculators and Financial Tools great everyday banking tools such as debt management. Excellent Risk Profile Tool to help you determine your comfort with taking on risk.