Team Building Asia Leaders in Lockdown Series combines expert information with the power of groups

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Leading experts in experiential learning and team building events, Team Building Asia, went online for lockdown. They brought their 18 years of physical event experience to play in the digital environment, orchestrating events that maximised positive group dynamics. David Simpson, Co-Founder and Director of Learning and Development, Team Building Asia, says, “I have a made... Read more continue reading

Succession planning for private companies

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For those wanting to ensure that a particular family member becomes the director of a family company when the current director passes, it’s a minefield. So, you have a private company (that’s one with ‘Pty Ltd’ after its name). It might be the trustee of your family trust or your self-managed super fund or it... Read more continue reading

CPD: Ethics and investments

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Most clients cannot meet their financial objectives without the design and implementation of an investment strategy. Judging by complaint categories, this can be a contentious area and one in which ethical behaviour and absolute professionalism is paramount. This article, proudly sponsored by GSFM, examines the varied investment ‘suppliers’ and examines ethical practices through an investment... Read more continue reading

Demonstrate value and prospects will choose you

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Smart advisers today make sure they are demonstrating their value to prospects. Having a prospect who is interested enough to hear what you have to offer has always been a necessary step on the path to getting a client, and it obviously remains so today. However, who the prospect decides to continue their buying journey with is... Read more continue reading

Financial firms struggling to assess risks of disruptive technologies

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A majority of financial firms’ risk managers in Australia don’t believe they can adequately assess the risks of disruptive technologies, with only 8% describing themselves as fully capable of assessing the risks associated with adopting artificial intelligence (AI) across their organisations, according to a new report by Accenture (NYSE: ACN). Even fewer said they are fully capable... Read more continue reading

Early access not so super for women

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The COVID-19 crisis has seen many Australians taking steps to stay afloat with their finances. With women more likely than men to withdraw super to make up the shortfall in their income, what does this mean for their long term financial wellbeing? Fran Hughes CFP®, Head of Financial Solutions at Nexia Perth explores the reasons... Read more continue reading

Electronic company document execution

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Electronic execution of documents is bedevilling lawyers across the country because of the complex interweaving of various statutes and the common law. John and Mary have an SMSF and are the directors of the corporate trustee. They have recently changed the trustee of their SMSF from individual trustees to a corporate trustee. This was a... Read more continue reading

CPD: Ethics and your referral partners

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Most financial advice practices have referral partners they send business to, or receive business from. You may also use any number of third party outsource providers for non-client facing elements of your service offering. This article examines your obligations with respect to those relationships and FASEA’s Code of Ethics. Ethics and trust go hand in... Read more continue reading

Protecting digital human rights in the post-COVID-19 era

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Digital data has expanded beyond imagination, and can create some serious issues for privacy and human rights, especially when it comes to the sensitive health data now being used in the battle against Covid-19. The amount of data in the world will reach about 40 trillion gigabytes in 2020, or more than 5,000 gigabytes for... Read more continue reading

The five essential soft skills for professional advisers

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Technical knowledge will only take you so far, and sometimes (like when the world is in lockdown and there are no rational markets) it won’t take you anywhere at all. There are times when what you know just doesn’t matter.  Knowing how to deal with people is all that matters sometimes.  They are the two... Read more continue reading