| Securely transfer your personal and business information to your Financial Planner. The secure, encrypted and safe transfer of
your personal or business information is important to many people and businesses. Also the ability to transfer files larger
than 2-3 Mbts is a secure and encrypted manner is also important, especially
when many files today are 20 or 30+ Mbts.
This website offers you this facility. Simply ask your Financial Planner or Accountant for a Username and Password so you can either send or receive large files or information you feel is too important for sending as an e-mail attachment or on a floppy disk or flash drive. Once you have the information you need to login then click on the Secure File Transfer button in the menu and follow the prompts. Along with Secure File Transfer to protect your information, this site also offers other tools that help in several ways. For example, there is a Research tool (eWombat) where you can quickly locate many documents especially those at the ATO to gain a better understanding of your questions before asking your Financial Planner or Accountant, eWombat also makes this site one of the best search systems of the ATO; Financial Tools to help you understand your financial position and improve your financial literacy; a comprehensive Budgeting system; and Portfolio Login options.
Your Financial Planner | ||||||||||||||||||||||||||||||
“The right amount of money
in the right hands
at the right time!”
in the right hands
at the right time!”
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