Rate cut drives investor activity

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Housing Finance; Consumer confidence; Credit & Debit Cards Home loans: The number of loans (commitments) for people who are buying or building homes to live in (owner-occupiers) rose by 1.6... Read more continue reading

SME businesses bearish about cash flow and sales

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New research conducted by Bibby Financial Services in March shows that 40% of small and medium-size enterprises (SME) are finding it more difficult to manage their cash flow than 12... Read more continue reading

SUPERCentral launches estate planning training program

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What do financial planners and accountants have to do to meet the challenge of revenue loss resulting from government regulation and technological replacement of their customary roles? Financial planners are... Read more continue reading

Gen Y’s satisfaction with financial advice surges as advice index hits high

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In previous surveys, an investor’s age was positively correlated to the three drivers of advocacy: performance, trust and reliability, and technical ability of their financial adviser – i.e. the older... Read more continue reading

Milliman/ Lonsec launch a new goals-based planner tool

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Just what are your client’s pre and post-retirement goals? Do they want to be able to leave some money to beneficiaries? Go on a long holiday? How much money will... Read more continue reading

XY Adviser – disrupting the future of advice through collaboration

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XY Adviser, a community of Gen X and Y advisers, is disrupting the current discussion around the future of financial advice by providing a forum for innovation and thought leadership... Read more continue reading

Corporate purse strings held tight despite positive outlook

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Chief Financial Officers from some of Australia’s largest companies are heralding positive signs leading into next month’s Federal Budget, with reports of strong revenues, export expansion and the belief the... Read more continue reading

Video: The intergenerational advice challenge and solution – Part 4

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Part 4: The value proposition Zurich’s recent Intergenerational Advice Masterclasses not only brought to advisers deep research, practical solutions and a process to the challenge of becoming the “family adviser”,... Read more continue reading

Is there a tax effective option for saving for my child’s education?

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Identifying tax effective strategies and structures to fund a child’s education is a common question clients ask their adviser.  The attached flyer outlines the benefit of utilising the tax structure... Read more continue reading

Accounting businesses under pressure as Gen X and Y baulk at equity and succession offers

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The traditional accounting business model based on a partner infrastructure is under pressure as X and Y generation accountants baulk at taking up equity in these practices said Connect Financial... Read more continue reading