Can you feel the burn?

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It’s about that time of year that some business owners begin to notice “burn-out” creeping back in. You know the feeling. That washed out sense there is too much on... Read more continue reading

The 6 steps of succession planning (part 2)

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Succession planning is about working out how to exit your business at your preferred time, in your preferred way, and hopefully at your preferred price. Doing that successfully is quite... Read more continue reading

Australian asset managers urged to adopt CFA Institute’s Professional Code on Ethics

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Managers asked to act with independence and objectivity More Australian asset managers should commit to global standards that outline the ethical and professional responsibilities of firms that manage assets on... Read more continue reading

How to plan your days and weeks for maximum output with less effort

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Following on from my last blog around, we are going to further explore some ways to structure your days during the week to maximise your output while decreasing your effort.... Read more continue reading

ASX launches new managed funds settlement service

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ASX has  officially launched its new managed funds settlement service – mFund. The launch was hosted at Exchange Square in Sydney by ASX Managing Director and CEO, Elmer Funke Kupper, with guest... Read more continue reading

Consumer financial priorities revealed ahead of Budget

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New consumer research findings ahead of the Federal Budget reveal that building up savings is the current top financial priority for Australians. The research conducted for Australia’s leading specialist insurer TAL... Read more continue reading

Rapid technological change poses changes for financial platforms

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Technological innovation is underpinning a revolution in how financial services are delivered in Australia, says Professor Deborah Ralston, Executive Director of the Australian Centre for Financial Studies (ACFS). “Today this... Read more continue reading

Brokers, accountants and advisers are the “essential link” in credit reporting: ARCA

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The Australian Retail Credit Association (ARCA) has called on financial intermediaries – mortgage and finance brokers, accountants and financial planners – to use yesterday’s inaugural CreditSmart Privacy Day (7 May)... Read more continue reading

Making sense of the bewildering world of SMSFs

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Wealth Know How, Australia’s first independent financial educational video-based website, designed for consumers, has launched a series of educational videos covering several of the issues relating to self-managed super funds (SMSFs). Wealth Know How’s George Lucas (Co-Founder) says the decision to produce a... Read more continue reading

The 6 steps of succession planning (Part 1)

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Unless you plan to work to the grave all practice owners need to be thinking “succession” at some point – preferably as early as possible. Succession planning is simply about... Read more continue reading