Headlines

Monday, May 21, 2018
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Holes remain while royal commission plays out

Twenty of the 50 recommendations the ASIC Enforcement Review Taskforce made are on hold while the high-profile inquiry continues, despite being agreed to by the government.

Adviser rues change in SMSF audit rule

A proposal to allow some SMSFs to be audited only every three years could result in more minor infractions to justify yearly reports, specialist tax planner Max Newnham said.

Market your advice to the next generation

The next generation’s burgeoning buying power and the imminent transfer of wealth make Millennials an important age cohort for financial advisers to get their heads around.

Expect more regulation and oversight

The industry got a peek into what’s likely to be coming down the pipeline during a speech by ASIC's new chairmain, James Shipton.

Do what needs to be done

Industry leaders may not like the fix for the lack of confidence governments and the public have in financial planning but they know what it is and need to apply it.

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Contributors

Client comfort should come first

Michelle Veitch believes financial advice should be as pleasurable as visiting your favourite coffee shop, so she decided to create surroundings that reflect that.

When to pounce: Policy news creates buying points

New monetary policy information inevitably creates a reaction, but today’s solid fundamentals mean those dips can be opportunities for a steady hand.

Four steps to making good customer service a habit

The top advisers are delivering a winning client experience by excelling on four important fronts. Here’s how you can, too.

FASEA phonetics need their own FAQ

There is painful irony in the members of the industry not being able to agree on how to pronounce the standards board’s name.

Trust is more than just a virtue

That rapport between client and adviser doesn’t come about by magic. Research has explored the structures professionals must have in place to maintain effective relationships.

Stepping up with confidence

Amanda Jarosz says taking the paraplanner route to becoming an adviser has given her self-assurance and a good understanding of all areas of the business.
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