Paul Bourke’s Aussie Adventure —We Need Your Help!
Join our Director, Paul Bourke, on his remarkable journey this year! Discover his inspiring story and learn how you can support his mission to ensure every Aussie kid has a pair of footy boots.
Why are we using a client portal? (video)
Why we prefer a secure client portal for sharing documents and communicating with our clients.
idaws Portal (video)
Take control with your personal wealth portal.
Super, Tax & Pension Changes July 2024 (video)
The new financial year brings some changes to various thresholds. Our Financial Planners Jarred Henry & Michael Bond outline the new superannuation caps, tax rates and age pension tests.
Introducing the Builder Series Portfolio Solution with Paul Bourke (video)
idaws has been working with CFS to develop a new portfolio solution for our clients. Link to Paul talking about the CFS Builder Series videos with CFS – https://bit.ly/3XCOrDA (scroll down)
Super contributions before 30 June 2024 (video)
Emma Alderson runs through some super contribution strategies you might implement before 30 June 2024.
An alternative to term deposits (video)
Paul Bourke speaks with John Iles, Head of Cash Management at CFS, about the CFS Enhanced Cash investment option that is available on the CFS Edge platform.