Mathias Cormann speech to financial services lunch

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The following is a trascript of a speech given to a financial services lunch in Sydney on Monday 5 December 2011 outlining the Opposition’s views on FOFA. It has been... Read more continue reading

Are you playing Russian Roulette with your financial advice business?

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If you live in a so-called ‘advanced’ western economy, one word you’re going to hear a lot more of over the next decade or so is tax.  And you can... Read more continue reading

Ideology aside, super contribution numbers don’t add up

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There’s one thing that can be said with great certainty about superannuation and that is that for more than two decades it has languished in a vacuum of politics and... Read more continue reading

How Australians spend their time

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Balancing work and family remains a big issue for Australian men and women, with around 40% of women and 30% of men feeling often or always rushed or pressed for... Read more continue reading

Benefiting from the latest Google changes

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We should all know by now that website content is important for our visitors as well as the search engines, but recent changes by Google could give smart financial advisers... Read more continue reading

Professionalism – the change we need

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Apart from European debt crises and world market doldrums, it’s been a big year for financial planning in Australia. The ongoing Future of Financial Advice legislation plus the FPA’s landmark... Read more continue reading

Future proofing

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Uncovering better analysis of industry fund costs with a focus on delivering enhanced member experience. The GFC, Cooper Review and Stronger Super have increased focus on cost efficiencies and member... Read more continue reading

Tips for financial advisers buying internet leads

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Internet leads require a completely different approach to leads provided by referral partners or existing clients. When receiving leads from referral partners you are generally not competing against anyone else... Read more continue reading

Charitable foundations not only the preserve of the very wealthy

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While clients may like the idea of setting up a charitable foundation in the name of a loved one, which then makes donations to a charity or good cause forever,... Read more continue reading

FoFA winners & losers

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A few thoughts on the current state of play with FOFA Tranche 1 as it begins to be debated in Parliament. A helpful document from Treasury accompanying the draft legislation called... Read more continue reading