Artificial intelligence (AI) is boosting the efficiency of several Australian technology companies including HUB24 and Netwealth, which are utilising new technology to boost their operating efficiency and improve customer experience,... Read more continue reading
27
May
2024
intelliflo, the global cloud-based technology solution for financial advisers, has launched comprehensive cashflow modelling for self-managed super funds (SMSFs) within its intelliflo office financial advice software. This update includes detailed cashflow inputs, projections,... Read more continue reading
22
Apr
2024
Earn CPD Points
CPD: Tax and Self-Managed Super FundsSuper assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practiceThe announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtueTrend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeistPrivate credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]
0 comments