Disclaimer

Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product. Past performance is not a reliable guide to future returns. The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. From time to time members of the National Australia group of companies, associated employees or agents may have an interest in or receive monetary or other benefits from the financial products and services mentioned on this website. The Licensee is associated with issuers of MLC Investments Ltd, MLC Ltd, Wealthhub Securities Limited, Jana Investment Advisers Pty Ltd, PFS Nominees Pty Ltd, MLC Nominees Pty Ltd, Navigator Australia Ltd, NULIS Nominees (Australia) Limited and National Australia Bank Ltd products and services. Apogee Financial Planning Limited ABN 28 056 426 932, an Australian Financial Services Licensee, Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

  • Tools for budgeting, cash flow, Super and more ….

    Better financial management and improved financial literacy will help attainment your long-term goal. The resources in our Financial Tools will help. Available 24/7.

  • Statistics show SMSFs not just for the rich

    The latest data reflecting the current position of the SMSF market has indicated these types of retirement saving structure are not purely the domain of extremely wealthy individuals as is often thought, the SMSF Association has said.

  • SMSFs lose thousands in property, investment scams

    SMSFs have been targeted by various property and investment scams this year, with hundreds of thousands of dollars already lost, warns the Australian Competition and Consumer Commission (ACCC).

  • The good, bad, and potentially ugly for SMSFs

    “Two hundred thousand dollars is a lot of money. We're gonna have to earn it” Clint Eastwood said as Blondie in The Good, the Bad and the Ugly, on the work a gang of three were going to have to do to find a hidden fortune.

IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.