Midwinter leverages superannuation gamification to develop consumer facing calculators

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Australian based technology provider Midwinter Financial Services has today announced the release of its public facing AdviceOS calculators. These calculators are designed for super funds and planners who want off-the-shelf configurable calculators to feature on their public websites. The AdviceOS calculators will provide clients and members of financial planners and superannuation funds a broad range […]

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Hands off the money! How technology can stop the next payroll fraud

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The alleged $165 million Plutus payroll scandal could have been avoided if automated payments technology was used by employers to make taxation payments directly to the Australian Taxation Office (ATO) rather than relying on a third-party payroll company, Plutus, to make payments on their behalf, which opened the opportunity for fraud. “Removing the need for […]

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InvestmentLink offers data feeds to support goal-oriented client outcomes

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InvestmentLink, Australia’s largest financial data source, has integrated its comprehensive investment data feeds into a personal wealth management platform designed to support advisers in delivering clients’ goal-oriented outcomes. The cloud-based platform, CashDeck, is designed for accountants, financial planners, mortgage brokers, tax agents and budget specialists, and hosts a suite of data feeds and other engagement […]

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Six tips to help protect your business from the latest global cyber security breach

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Over the weekend, you may have read or heard about the global “ransom-ware” cyber-attack that has hit over 150 countries. Our industry is in not immune to what has happened and many Australian advice, superannuation and accountancy businesses will be susceptible to this “cyber attack” as more malicious variations appear. The good news is Midwinter […]

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ANZ Wealth introduces data feeds to OneCare Illustrator quoting software, saving advisers’ time

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ANZ Wealth have announced the introduction of data feeds from integrated financial planning software, IRESS XPLAN to OneCare’s quoting software to save its financial advisors time. The new data feeds will pre-populate OneCare’s Illustrator software with quote information taken directly from XPLAN, eliminating the need for advisers to re-enter client and quote details. ANZ Wealth Head […]

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Is AI heralding the advice business of the future?

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Imagine that time travel is possible. Take a trip back to the late 1700s – a time when the world was just starting to emerge from a permanent power blackout. Long distance communication is a painfully slow, unreliable process, and work is often performed at home – without the handy assistance of Skype or email. […]

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Acorns’ machine-learning feature to help millennials save money

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Micro-investing app, Acorns, yesterday launched ‘My Finances’, a new feature for Australian customers that helps them better understand and control their spending habits. My Finances uses machine-learning to discover individual’s spending patterns and provide personalised insights into savings opportunities. It allows consumers to get an overview of their spending habits and identifying areas of wastage; such […]

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Topdocs streamlines deed updates for BGL, Class Super and SuperMate users

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Leading legal document provider Topdocs has announced the release of its new SMSF deed update software, which links directly with BGL, Class Super and SuperMate. Following the introduction of the Superannuation Reform legislation, many accountants are speaking to their clients about updating their deeds, and according to Topdocs’ Director, Michael Spakman, Topdocs’ online Portal will […]

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Powerhouse disruptors join forces

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Two powerhouse disruptors – cloud-based document and entity management platform NowInfinity, headed up by fintech entrepreneur Amreeta Abbott, and groundbreaking law firm View Legal, headed up by innovator and recognised expert in estate planning and tax law, Matthew Burgess, have joined forces, merging the digital business units of each firm and forming a strategic partnership […]

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Competition, regulation and fintech impacting practice profitability

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The latest knowITdigital/Business Health Future Ready VII report shows that financial planning practices have improved their revenue and profitability over the past two years, supported by an overall increase in the number of new clients at practice level, however there has been little improvement in areas such as client communication and succession planning. The Future […]

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