Client Resources

Things you may find useful

Tax Checklists

View, print, or download our Tax Checklists to make sure you don't miss a thing.

Updated every financial year, We have tax checklists for Individuals, Flight Attendants, Rental Property Owners, Business Owners, Companies, Trusts, Partnerships, and Self Managed Super Funds (SMSF).

Requires Adobe Acrobat Reader (or other compatible PDF software)

View Tax Checklists

Accounting Videos

Updated regularly, our series of educational accounting videos make light work of some more complicated accounting and taxation topics.

If you have any questions about our videos, please get in touch with us today.

View Accounting Videos

Financial Planning Videos

Our series of educational financial planning videos offer various tips and strategies on different aspects of your financial affairs.

If you have any questions about our videos, please get in touch with us today.

View Financial Planning Videos

Financial Planning Toolkit

Our videos and visual interactive marketing tools work to demonstrate to you how we can help manage important financial events in your life journey.

Please get in touch if you have identified an area where we can help.

View Financial Planning Toolkit

MFAA Lending Calculators

FREE calculators to work out how much you can borrow, your monthly repayments, and the amount of stamp duty you need to pay on a new purchase, plus much, much more!.

Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

View MFAA Lending Calculators

General Calculators

Enjoy the links to these FREE tools supplied by MoneySmart - a great resource for general financial information (powered by ASIC).

Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

View General Calculators

Secure File Transfer

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our modern world, however email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential information or attachments. Secure File Transfer eliminates this risk.

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Video Conferencing via Webex

Can't make it in to our office for a face-to-face meeting? We can meet online instead!

Powered by Cisco, Webex is the leading enterprise solution for video conferencing, online meetings, screen sharing, and webinars.

Learn More

If you are ready to start securing your financial future, please get in touch with today

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Capitaleyes
Phone: 02 9568 5555
3/471-473 Marrickville Rd
Dulwich Hill NSW 2203
Entrance: Seaview St

General Calculators

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Secure File Transfer

If you need a login, please contact us.

Video Conferencing via Webex

can help you organise an online video conference via Webex from anywhere in the world, 24 hours a day, 7 days a week.

This technology, from world leaders Cisco, allows you to meet with anyone online, in real time.

You can share audio, high-quality video and files over the internet to deal with your financial matters directly with .

Call us to find out how we can organise a video conference for you: (02) 9568-5555

MFAA Lending Calculators

If you have any questions about your situation as a result of using these tools, get in touch with us today.

Financial Planning Toolkit

Five Minute Financial Health Check

Take our '5 Minute Financial Health Check' for a quick guide to your current financial condition (new and current clients).

Take the Health Check now

Financial Planning Explained

An explainer video that outlines what financial planning is and lists some of the financial planning options available to you.

Watch Video

How We Can Help

Watch our short video that explains how we, as your financial planner, can help you in securing a better future.

Watch Video

'About You' Questionnaire (New Clients)

Complete our 'About You Questionnaire' to help provide insight into your current financial position (new clients only).

Take the Health Check now

'Changes' Questionnaire (Existing Clients)

Complete our 'Changes Questionnaire' to let us know of any changes in your life that should be considered in your existing Financial Plan (existing clients).

Take the Health Check now