Try some technology – you may be surprised how simple it is
Touted as key to deeper client engagement and scalable advice, technology nevertheless scares many advisers. Jon Shaw explains.
March 07, 2016
Know the warning signs of aggressive tax planning schemes
The ATO helps financial planners recognise and report ATP schemes, as they both exploit the system and pose risks for clients and advisers.
March 07, 2016
Lack of trustee knowledge remains a big concern for the ATO
Most SMSFs are set up with individuals, not corporations, as trustees and the regulator is concerned about the level of their understanding.
March 07, 2016
CPA Australia is preparing to practise what it preaches
It is conceivable that truly independent advisers could become a lot less rare as accountants sign up with the CPA’s new advice business.
March 04, 2016
How much money or time would you invest in dolphins?
Clients don’t actually want to “put their money where their mouth is”, but science can help you to know their true investment preferences.
March 04, 2016
Steering SMSFs through decumulation and dementia
We can’t prevent ageing, but through forward planning we can head off potential legal difficulties that accompany loss of capacity.
March 04, 2016
Superannuation fund of the year and other winners revealed
The winners of the fourth annual Conexus Financial Superannuation Awards were announced last night at a ceremony in Melbourne.
March 04, 2016
SMSFA extends its reach with new trustee membership category
A competitor claims this could confuse member representation, but the SMSFA dismisses concerns and explains why it will go ahead.
March 02, 2016
Games people play an indicator of investment behaviour
Clients need not struggle with expressing their preferences verbally, as researchers have made a game of economic fingerprinting.
March 02, 2016
Scholarships on offer at the 2016 Post Retirement Conference
Benefits of attending will multiply if you are one of two deserving Challenger scholarship winners. Prepare your application now.
March 02, 2016
Viable independence: footloose, conflict free and flat fee
Will advice businesses free from conflict ever prevail? An independent brand gives clients clear options and incorporates transparency.
February 29, 2016
Finance professionals now required to jump higher than ever
A recent survey shows investor and client trust has risen, but it is not without conditions. Their expectations have increased accordingly.
February 29, 2016
