UniSuper sees demand rise for face-to-face financial advice

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UniSuper, the $60 billion superannuation fund for Australia’s higher education and research sector, says despite the rapid growth of ‘robo’ advice, meeting financial advisers face-to-face continues to grow as the... Read more continue reading

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... Read more continue reading

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... Read more continue reading

A case study on moving quickly to protect assets

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After their father died, John’s and Mary’s mother was grief-stricken and for several years had little or no social life. Gradually, though, she began to broaden her social network and... Read more continue reading

Big wins come from being decisive

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Paralysis from analysis is an achilles heel of professional services it seems, and there is a general need for leaders to be more decisive if they want big wins in... Read more continue reading

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... Read more continue reading

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... Read more continue reading

GST revenue strike record, but millions still missing

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Goods and services tax (GST) revenue hit a record $60.31 billion in 2015-16, up 6.8% from 2014-15, data released today by the Australian Bureau of Statistics reveals, but tax revenue... Read more continue reading

7 ways to attract and retain millennials in your business

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In just three years, 50% of the global workforce is expected to be millennials. Stereotyped as being “entitled and narcissistic, self-interested, unfocused and lazy”[i], its little wonder that businesses owners... Read more continue reading

Change is inevitable – but so is planner success through ‘grounded’ genuine client care and service

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The importance of interpersonal skills and structuring advice practices with highly focussed efficient frameworks that allow planners to develop deeper stronger relationships with clients continues to be a major priority... Read more continue reading