Covering your asset: A small business survival plan
As a small business owner you are likely to be the core of your business. So what happens if you are unable to work for any extended period due to illness or injury? This is probably an issue you raise and solve for clients, but have you thought through your own business implications? Now is
November 29, 2015
Strong relationships underpin continuity and common purpose for the profession
When the news broke on Thursday morning last week that the chief executive officer of the Financial Planning Association (FPA), Mark Rantall, is leaving next March after five years in the job, all eyes naturally turned to his successor – the FPA’s current general manager of policy and conduct, Dante De Gori. Rantall, De Gori
November 26, 2015
Master classes a preview of new approach for SMSF specialist technical sessions
The SMSF Association’s director of technical and professional standards, Graeme Colley, has hailed as a success a test run of a new format for technical sessions to be held at the SMSF Association National Conference in Adelaide next year. “I’ve been doing some master classes in Sydney, Brisbane and Melbourne this week, and we’ve had
November 26, 2015
Why we are here: Public interest is the test of a true profession
Sometimes we just don’t get it. We lobby strenuously against sensible reforms, knowing that worse outcomes may well await us. And yet we persist, seeking to relieve short-term political pressures. There is no better example of this than lobbying against the recommendation to ban gearing in self-managed super funds (SMSFs) made by the Murray Financial
November 26, 2015
Fiducian delivers unique online software for planners
Fiducian continues to invest in unique software development to support financial planners Australia-wide in delivering fast, secure online integrated services. Chief Information Officer Alan Dunne says that the latest enhancements to Fiducian Online are part of the strategy for the listed company (ASX:FID). ‘The latest enhancements are possible through Fiducian’s strategy to invest in a
November 26, 2015
Advisers get a ClearView with new money management solution
Listed financial services company ClearView Wealth Limited (ASX: CVW) will roll out a new cloud-based money management solution across its financial planning subsidiaries, ClearView Financial Advice and Matrix Planning Solutions, which will help advisers enhance their advice proposition and foster deeper client relationships. ClearView’s deal with Australian FinTech company Moneysoft will give the group’s network
November 25, 2015
King Irving Funds Management launches, appoints Regional EM giant to unlock a new growth area
• King Irving Funds Management launches with the King Irving SURA Pacific Alliance Fund. • Provides Australian investors with first ever access to a key emerging market – in the high growth Pacific Alliance Region comprised of Mexico, Colombia, Peru and Chile. • Appoints SURA Asset Management Group (SURA) manager – SURA is the pension
November 25, 2015
BAEP launches new fund
Bennelong Australian Equity Partners (BAEP) has launched a new product for the retail market, offering investors a mix of active and passive management within the one fund structure. Available to retail investors from 25 November, the Bennelong Twenty20 Australian Equities Fund invests passively in the top 20 stocks, similar to an index fund, whilst actively
November 25, 2015
Succession doesn’t just happen, it is a process that needs to be carefully conducted
When Robert Lipman decided to transition away from his role as managing director of leading Sydney-based wealth management firm, Robert Lipman & Associates, he had an obvious choice. The new managing director would be his long-time associate and Lipman director, Paul Burgon. Lipman would be elevated to executive chairman and remain chair of the investment
November 24, 2015
The last leg: Wheel Classic smashes fundraising target as riders reach their destination
The 2015 Future2 Wheel Classic has smashed its $100,000 fundraising target, with more than $120,000 raised by the time 12 riders rolled into the 2015 Financial Planning Association’s Professionals Congress in Brisbane last week, and the figure is still rising. In total the congress raised more than $200,000 for the Future2 Foundation. The riders were
November 24, 2015
Class Limited exceeds minimum IPO subscription level
Class Limited (Class) has advised that the minimum subscription level of $5m under the company’s IPO has already been exceeded. This is despite unforeseen delays caused by the need to lodge a Supplementary Prospectus. This is also prior to an institutional investor roadshow which Class is undertaking with CBA this week. As Barry Lambert, Chairman
November 23, 2015
