Free Financial Planning eBooks

Our expert team of financial planners has created a series of free eBooks that cover a range of financial topics including investing, tax, transition to retirement, superannuation and more. Our eBooks are aimed at helping Australians stay informed on financial advice and planning; and better understand the basics of financial planning issues.

Financial planning for inheritance and windfalls

Sometimes life can take an unexpected turn and you find yourself in possession of an asset or sum of money through an inheritance or windfall.  When this happens many are unsure of how to proceed. In this eBook provide insights on what you should consider so you can make the most of your new wealth.

 

Financial planning for buying property in superannuation

Using a SMSF to invest in real estate can be highly rewarding, but it also can be complex and not suited to everyone.  In this eBook we’ll give you an overview on purchasing property inside SMSFs and help you determine whether an SMSF is right for you.

 

Financial planning for your baby

While having a baby can be one of the most exciting times in your life, it can put pressure on family finances. In this eBook we look at the main financial considerations, with the goal of helping you better prepare for this busy, but very exciting time.

 

Free Calculators

The information contained in this calculator tools has been prepared based upon sources considered reliable. The information should be read as a guide only as it does not take into account all of your personal circumstances. No responsibility is accepted because reliance upon this information for the reasons previously mentioned and because actual future investment and market returns will vary. None of your private information is captured or retained by Financial Spectrum via the use of these tools. For full details of the Financial Spectrum Privacy Statement click here.

Insights

June 26, 2018

9 steps to get your finances in order this new financial year

By getting your finances sorted now you can minimise the tax you pay, increase your net worth and reduce your stress about money. Find out how. 
June 26, 2018

Can you really claim a tax deduction on your handbag?

Handbags, dance classes and dogs are just some of the things Australians can claim a tax deduction on. Find out if you can too. 
June 26, 2018

Is a financial advisor really worth the cost?

If you're contemplating seeing a financial advisor but wondering if it's worth the cost, here are a few ways they can help you get an edge on your finances. 

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