There’s more to a career than meets the East Coast
Adelaide may not have that big-city vibe, but Hood Sweeney’s Steven Monaco writes that the South Australian capital’s balance between career opportunities and quality of life is ideal.
February 07, 2017
It all boils down to the problem solving that he loves
Adam Hurwood has always been drawn to self-sufficiency and problem solving. He has been able to lead a life full of both in financial planning. Jo Roberts writes.
February 06, 2017
Trump: a look beyond the honeymoon
The new US president’s administration has started with a bang. But how much power does he really have and how should advisers educate clients? Alexandra Cain explores the issue
February 06, 2017
How influencer marketing can live up to its name
'Influencer marketing’ is the latest catchphrase, and it could offer value to savvy financial planners. Anthony O'Brien says the key is to choose wisely and set the right targets.
February 06, 2017
SMSF Association chief Slattery resigns, looks for directorships
Andrea Slattery has resigned as chief executive of the Self Managed Super Fund Association. Former Actuaries Institute of Australia chief executive John Maroney has been appointed as her successor.
February 02, 2017
Eight ways to get sued – and how to avoid them
Ben Whitwell has successfully taken financial planners to court. Who better to tell you how to stay out of the crosshairs of a damaging lawsuit? Here, he and Jonathan Risby outline what they look for when preparing a case against an adviser.
February 02, 2017
Maximise CGT relief for clients
Clients have a choice between segregating or un-segregating their assets but it’s important to understand how the rules work before deciding on the right method. Alexandra Cain writes.
February 02, 2017
Investment beats speculation, even when surprises hit
From the shock Brexit vote to the election of Donald Trump, recent events have posed new challenges for investors. However, a sound process still remains the surest path forward. Dan Miles writes.
February 02, 2017
You can’t replace a high-quality culture of consumer-driven advice
If we get it right, every client experience is enriched by factors not easily replicated. Loyalty and client satisfaction become our primary external litmus test for the efficacy of our approach. John McMurdo writes.
February 01, 2017
Advisers need to look carefully to find quality deals this year
The market is expecting a small number of quality transactions this year. Political events in Western Australia will make an impact on that total. Alexandra Cain writes.
February 01, 2017
Advisers face deadline to determine best CGT option for TRIS clients
SMSF advisers who are not proactive with clients who either have superannuation balances in excess of $1.6 million or are receiving a transition-to-retirement pension could soon find themselves in the firing line.
February 01, 2017
