Keeping you safe at tax time

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This tax time, the Australian Taxation Office (ATO) is warning taxpayers to keep an eye out for people posing as tax agents who are not registered with the Tax Practitioners... Read more continue reading

To the young people of banking and finance: Please seize the opportunity and break the shackles of conformity

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To my mind, Kenneth Hayne was to the banking and finance industry what a building surveyor is to a rickety house. He ripped off the gleaming cladding to reveal cracked... Read more continue reading

Lenders may need to vary their licence to sell at POS

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Financiers who distribute through retailers may need to vary their licence in preparation for the end of the point-of-sale (POS) exemption. The exemption was flagged to go by the Royal... Read more continue reading

Insurance and business succession planning

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A Business Succession Plan is a strategy for the smooth and orderly handover of a business from one owner/manager to another in particular circumstances, such as the planned or unplanned... Read more continue reading

This is what clients value about a financial advice business

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Do you truly know what your clients value about your business? If you’ve never asked them, how can you possibly know the truth? Through the work that I do, I... Read more continue reading

Not all consumers make good advice clients

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Everyone is after the good advice clients it seems…or are they? Robo-advisers, direct marketing, 24/7 online transaction facilities, product kiosks and over the counter solutions to shoppers at supermarkets…these are... Read more continue reading

Aussies face into new world of work more positively than global peers

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The nature of work continues to evolve, with technology creating more opportunities for self employment and ‘gig work’, and movement between jobs, industries and locations becoming more commonplace. However, this... Read more continue reading

When life and misunderstanding get in the way of taking out life insurance

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Royal Commissions, inquiries and investigations have resulted in scores of negative headlines about the financial services industry. While the tide is starting to turn and the industry seeks to rebuild... Read more continue reading

High performance without burnout

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Working harder does not necessarily equal high performance and may actually be contributing to burnout says Next Evolution Performance CEO, Vanessa Bennett. The World Health Organisation (WHO) recently described burnout... Read more continue reading

Conference bid to cut massive M&A failure rate

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Researchers at the University of Sydney Business School and industry experts will meet later this month (25th July) in search of answers to the disturbingly high number of corporate merger... Read more continue reading