Praemium signs 5-year contract with CMC Markets

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Praemium has announced that it has signed a 5-year contract with CMC Markets Stockbroking Limited (CMC) to provide Tax Tools, Praemium’s advanced tax reporting solution. Praemium has been providing Tax... Read more continue reading
02 Jul 2018

3 questions you must answer to define your Uniqueness

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The difference between a good (but not spectacular) professional and a truly magnificent performer is the ability to succinctly articulate what makes them special. This is often referred to as... Read more continue reading
29 Jun 2018

AFA award nominations closing soon​

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The industry has until 30 June to nominate members of the advice community for one of the Association of Financial Advisers (AFA)’s 2018 Awards and until 6 July to submit... Read more continue reading
29 Jun 2018

Business lending unfair contracts

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Small business lenders are in the spotlight following ASIC’s report on unfair contract terms in small business loans. With ASIC setting clear expectations about how small business lenders will amend... Read more continue reading
27 Jun 2018

Link and AustSafe Super introduce mobile app push notifications

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Link Group and AustSafe Super, one of the nation’s top performing super funds, has successfully completed a six-month pilot of push notification alerts via their AustSafe Super member mobile app... Read more continue reading
27 Jun 2018

a.i. sees opportunity to break down financial advice barriers

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For the financial planning industry to evolve and rebuild trust with the consumer, it must first listen to what consumers want and then deconstruct the barriers that daunt the consumer... Read more continue reading
25 Jun 2018

How is FASEA impacting our industry?

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There are many financial planners who may not have formal studies and qualifications, but who have clearly demonstrated an ethical, professional attitude and behaved in a manner that has allowed... Read more continue reading
22 Jun 2018

Brexit was so 2016

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Two years after the Brexit referendum, stunningly little progress has been made in executing the withdrawal. That lack of progress has in turn led to a lack of clarity on... Read more continue reading
21 Jun 2018

Dover’s demise – consumers and advisers abandoned 

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As the fallout and ramifications of Dover Financial Advisers (Dover) demise continue to reverberate following the group’s decision to hand back its AFSL and it has exposed the immense flaws... Read more continue reading
20 Jun 2018

What you need to know if you’re going to buy to grow

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As many advice businesses reach maturity it is common to consider whether they should “buy to grow”.  Should they buy another practice, or more commonly, should just buy a book... Read more continue reading
18 Jun 2018