June 2012: Digital Content

Please click on the links below to access articles from Ray Henderson, Alan Shields, Robert MC Brown and Matt Linnert, along with a case study from Kelvin Boyd’s article on foreign super funds.

best practice
Ray Henderson sets out a simple guide to help practices
calculate the cost of delivering their services
CLICK HERE 

hnwi
Success for any organisation lies in its customers,
and never more so than today, says Alan Shields
CLICK HERE 

client psychology
How clients perceive your service is more to do with them
than it is to do with you, says Matt Linnert
CLICK HERE 

the profession
Robert MC Brown says FoFA won’t be at the top of
the Coalition’s to-do list if they win power
CLICK HERE 

self-managed super
Case study
This case study should be read in conjunction with the article on
pp 40-41 of the June 2012 edition of Professional Planner
CLICK HERE 

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InterPrac delays paying out Shield, First Guardian investors amid AFCA dispute

InterPrac delays paying out Shield, First Guardian investors amid AFCA dispute

InterPrac Financial Planning has stalled on paying AFCA determinations as First Guardian investor advocate Melinda Kee has been dragged into the court action between the licensee and complaints authority. But it comes as InterPrac parent company Sequoia Financial Group faces fresh scrutiny over the failed sale of the licensee and not disclosing the departure of former ASIC commissioner Danielle Press from its governance oversight committee.

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