Find all of our information flyers, e-books, investment portfolio reports and all fact sheets right here.

USER GUIDE – Virtual Cabinet Secure Client Portal

Flyers

BUSINESS

• Are You Ready For Business?
• Business Set Up Checklist
• The Kennas Financial Success Program
• 11 Steps to Business Success
• Asset and Wealth Protection
• 8 Characteristics of a Successful Business Owner
• How your mood can affect your work
• New Guidelines for Private Use of FBT Exempt Vehicle
• Ways to Improve your Cashflow

SELF-MANAGED SUPERANNUATION FUNDS

• SMSF Administration Booklet
• Steps in setting up a SMSF
• A SMSF is it right for you
• Using a bucket strategy to maximise SMSF
• Fact Sheet – When did you last review your SMSF strategy?
• Fact Sheet – Superannuation withdrawal impacts

AGED CARE

• Aged Care – Everything you need to know
• Aged Care – Covering the cost of aged care
• Aged Care – Home care – Choosing to stay in your home
• Aged Care – Planning For Aged Care
• Aged Care – RADs explained
• Aged Care – What are your choices
• Aged Care – Working with your adviser
• Aged Care – Choosing Care at Home
• Aged Care – Three Phases of Retirement

AGRIBUSINESS

• Deferred Profits on forced disposal or death of livestock
• Farm Management Deposits Scheme
• Primary Producers – Business Tax Deductions
• Succession Planning for Farming Enterprises

Fact Sheets

• Resilience Checklist
• Kennas Estate Planning Guidelines
• JobKeeper Payment Changes
• 2020-21 Australian Federal Budget
• 2021-22 Australian Federal Budget
• 2022-23 Australian Federal Budget

E-Books

• TJ’s 13.5 Selling Principles
• How to create a Point of Difference
• The MX Ways Report (Grow your Business & Increase Profitability)

Asset Allocation Reports

• Asset Allocation Report – March 2023 Qtr (Short Version)
• Asset Allocation Report – June 2022 Qtr (Full Version)
• Asset Allocation Report – June 2022 Qtr (Short Version)
• Asset Allocation Report – March 2022 quarter (Full Version)
• Asset Allocation Report – March 2022 quarter (Short Version)
• Asset Allocation Report – December 2021 quarter (Full Version)
• Asset Allocation Report – December 2021 quarter (Short Version)
• Asset Allocation Report – September 2021 quarter (Full Version)
• Asset Allocation Report – September 2021 quarter (Short Version)
• Asset Allocation Report – June 2021 quarter (Full Version)
• Asset Allocation Report – June 2021 quarter (Short Version)
• Asset Allocation Report – March 2021 quarter (Full Version)
• Asset Allocation Report – March 2021 quarter (Short Version)
• Asset Allocation Report – December 2020 quarter (Full Version)
• Asset Allocation Report – December 2020 quarter (Short Version)
• Asset Allocation Report – September 2020 quarter (Full Version)
• Asset Allocation Report – September 2020 quarter (Short Version)
• Asset Allocation Report – June 2020 quarter