AstuteWheel Expands Fintech with Regtech

Client engagement solution, AstuteWheel, is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners. AstuteWheel Managing Director, Hans Egger, says the latest version of the software comes with new functionality and a new way of taking up the AstuteWheel offer as well as addressing a […]

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The silent disruption of the accounting industry

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Amidst the protest of taxi drivers against ride-sharing, the headlines of more manufacturing companies closing and uproar over telecommunications jobs moving overseas, the mature accounting industry is quietly undergoing a dramatic innovation transition. And, the $1Billion Australian FinTech Industry is not the only one to blame. ‘Disruptive Technology’ has been commonplace business language since it […]

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Zurich LiveWell program empowers and rewards customers

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Zurich has unveiled a new wellness program – LiveWell – designed to empower and reward life insurance customers who take steps to improve and maintain their physical and mental wellness. LiveWell is an app based program which provides tools for individuals across three wellness pillars: Body, Mind and Community. By logging activity across these pillars […]

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3 reasons why you aren’t receiving more client referrals

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We all know that the ideal client is likely to be introduced to your business through someone else whether that is a family member, friend, co-worker or a trusted professional source. However, I can tell you through the research that I do; you aren’t getting all the client referrals they say they will send you. […]

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Labor needs to rethink LRBA ban

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The Labor Party has been urged to rethink its policy of banning Limited Recourse Borrowing Arrangements (LRBAs) in the wake of its electoral defeat on 18 May. Jonathan Street, CEO of the specialist commercial and SME property lender Thinktank, says banning LRBAs was always a “blunt instrument” for cleaning up that small element of the […]

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The ‘safe harbour’ law is failing to protect Evans Dixon investors. What does this conflict mean for others?

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A feature in the recent AFR highlights the failure of the Hayne Royal Commission to address the loopholes in the ‘Safe Harbour’ law. Criticism of Evans Dixon’s heavy promotion of its own URF (US Masters Residential Property Fund) to its clients, as well as their reliance on the fund, which accounts for 67% of Dixon’s total group revenues, is currently gathering […]

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Kaplan Professional receives FASEA approval for Graduate Diploma of Financial Planning

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Leading education provider Kaplan Professional has announced they have received approval from the Financial Adviser Standards and Ethics Authority (FASEA) for the Graduate Diploma of Financial Planning and bridging courses as stand-alone subjects. Kaplan Professional’s Graduate Diploma of Financial Planning commenced in January 2014 and individuals currently enrolled in this qualification can continue their studies […]

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Where to now for financial services post Federal election and Hayne Royal Commission?

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Now that we have a new Morrison Federal Government and the implementation of the Hayne Royal Commission (RC) recommendations will be high on the political agenda, what does it mean for the Australian consumer going forward, especially when retirement planning will be so important to the Baby Boomer generation? Firstly, the RC will see many […]

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Financial planner mental health distress – the unintended consequence and the dark side of industry reform

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Mental health distress brought about by industry reform fatigue, constant legislative / regulatory changes and reputational damage of financial services is the unintended consequence that is contributing to many advice practitioners’ decision to terminate their careers and exit the advisory sector. Compounding the situation is government and industry not acknowledging the very real mental health […]

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CPD: Ethics and self-managed super funds

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Since the official introduction of self-managed superannuation funds (SMSFs) in 1999, they have become a significant part of Australia’s $2.6 trillion[1] superannuation sector. At the end of 2018, with assets worth $728 billion, SMSFs represented 27 percent of the total super sector. Bound by an array of rules and regulations, this article, sponsored by GSFM […]

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