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Financial Services Guides, Forms & Checklists.

A range of financial services guides, forms and checklists to assist clients in managing their financial affairs and related assets for activities like financial planning, financial strategies, retirement planning, property investment, superannuation planning, home loans and mortgages, interest rates and more ...

Building Renovating Guide


Building Renovating Guide

A complete guide for the Owner builder or home renovator covering a many of the essential aspects to consider before you take on such a project. Complete with checklist and references to external organisations for assistance.

ATO Payg Withholding Variation Form

ATO Payg Withholding Variation Form

Use this form to reduce the amount of tax your employer deducts from your salary or wages when you have an investment property.

Buying Property Checklist

Buying Property Checklist Buying Property Checklist

A useful checklist of item when you are looking to purchase property.

Lifestyle Finance Assessment Form

Lifestyle Finance Assessment Form

A great form to complete to give your a view of how your finances are traveling and for your financial advisor to start on a detailed financial strategy with you.

Strategic Financial Planning: For Love or Money - Is your Relationship safe?

Strategic Financial Planning: For Love or Money - Is your Relationship safe?

Read about the effect of financial stress on relationship issues, what causes them and how to avoid them by using a financial analyst to build you a strategic financial plan. Compulsory reading for all couples!

Budgeting

Budgeting

So what is budgeting?

Basically, it's making sure that you're spending less than you're bringing in and planning for both the short and long term. It is giving you a track to run on. Without it, you are like a race car on an icy road. With it, you are on a deliberately planned path to success. Understanding money and how it works is as vital to a successful household as it is to a multi-national business. It is only the scales that are different.

Business Plan Template:

Business Plan TemplateBusiness Plan Template:

Business Plan template suitable for any small business doing their initial plan.

Home Inspection ChecklistHome Inspection Checklist

Home Inspection Checklist

The Archicentre home buyer inspection checklist

Investment Property Checklist

Investment Property Checklist

When you start looking for an investment property, research will be your most important tool. As an exercise, why not go through the following checklist to identify a potential investment property then contact us to find out how much you could borrow to buy it!

Moving House Checklist

Moving House Checklist

A great checklist to use in these stressful times so that the important things are not missed.

Renovating Cost Guide

Renovating Cost Guide

Use the Archicentre Building cost guide to estimate your building costs so that your financial advisor or mortgage broker can accurately determine your financial requirements.

ATO Rental Property Guide

ATO Rental Property Guide

Essential reading to understand what deductions the ATO will allow.


Reverse Mortgages: The SKI Myth

Reverse Mortgages: The SKI Myth

An interesting article on the benefits of Reverse Mortgages


Trade Finance: Small Business Exporting

Trade Finance: Small Business Exporting

An interesting guide to exporting by the Small Business Corporation.



Tax Receipts: Checklist for Investment Properties

Tax Receipts: Checklist for Investment Properties

A common investment strategy is to finance the purchase of residential property using debt which can be in the form of a mortgage over the property. Generally, interest expenses incurred in connection with the mortgage will be deductible for income tax purposes by the investor.



Other Popular Articles:

Personal Finance Management - An overview of personal finance issues and how to manage them.

Pproperty Finance: BRIC and Mortar to Boom

Personal Financial Advice: A Mortgage and a Baby

Buying Investment Property: Born Free -Taxed to Death

Financial Analyst: Life Balance not Bank Balance

Investment loans & Articles - Managing your home mortgage and your investments require quite different approaches.

Investment loans & Articles - Managing your home mortgage and your investments require quite different approaches.

Investment Adice: City versus Suburbs

Home Loans Perth: parents helping Kids

ATO payg withholding tax variation for use to reduce the amount of tax your employer deducts from your wages or salary when you own an investment property.

Buying Property Checklist  A very comprehensive checklist to use when buying a property.

Lifestyle Finance Assesment Form to see just how you are tracking and to start your financial strategy.

Equity Finance - Debt versus Equity

Investment Strategy: High fliers or Budget Savvy Investors

Wealth Management - building wealth

Development Finance for property development

An extensive library of Checklists, Forms and Guides can be found in our archive library.

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