Fund of the Year winners announced

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SuperRatings has announced the winners of the Fund of the Year awards, which recognise excellence in the superannuation and retirement industries. The winners were announced at a gala dinner held at Melbourne’s Grand Hyatt. Also announced is the Pendal Retirement Innovation Award, which recognises those individuals who are supporting the future of the superannuation industry […]

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How one financial planner’s cultural change is helping tackle Australia’s debt problem

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How one financial planner’s cultural change is helping tackle Australia’s debt problem Financial planners are helping to tackle Australia’s escalating debt problem as the industry shifts from selling products to providing holistic advice with money management at its core. Australia’s household debt-to-income ratio has risen sharply in recent years and now ranks as one of […]

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Amid constant FASEA & RC speculation, more planners are taking control of their commercial futures

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In spite of the constant speculation and lobbying regarding the final FASEA requirements and the outcomes of the Royal Commission, a growing number of financial planning practice owners are ‘getting on with it’ and restructuring their businesses in readiness for the post 2024 era said Mentor Education Group founder and managing director Dr Mark Sinclair. Commenting further, […]

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Millennials score low when it comes to credit awareness

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Australian millennials have a lower understanding of credit than older generations, according to research from consumer education website, CreditSmart. A huge 44% of millennials are unsure of the difference between a credit score and a credit report, and over half are unaware of what a lender looks for in a credit report. The study revealed that […]

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Three questions you must answer to define your Uniqueness

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The difference between a good (but not spectacular) professional and a truly magnificent performer is the ability to succinctly articulate what makes them special. This is often referred to as having a Unique Selling Proposition, or USP.  While the concept has its detractors there is no doubt in my mind that in professional services those […]

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Deakin University student wins 2018 AMP University Challenge

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Now in its eighth year, the AMP University Challenge is a national financial planning competition for tertiary students that aims to identify promising new talent and promote high standards of education and professionalism among the next generation of advisers. The Deakin student scored the most points in the technical quiz and performed strongly in the […]

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PhD students ready for AMP Amplify Ignite

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Seventeen PhD students have been selected for the ultimate opportunity to gain funding for their research – but they have only got 150 seconds to convince an audience they deserve the top prize. On November 14th the students will stand under the blaring lights on a Sydney stage to sell years of research to an audience […]

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Good adviser relationships withstand misconduct revelations – new MetLife research  

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Honesty and trustworthiness are the top attributes consumers and small business owners look for in a financial adviser, according to new research released by MetLife Australia. Furthermore, those who have established trusted relationships with their adviser say the Financial Services Royal Commission will have no impact on their advice relationship. The MetLife Adviser-Client Relationship Report 2018 results […]

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Synchron launches new app for advisers

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In its quest to further leverage technology for the benefit of its advisers, Synchron has unveiled a second smart phone app. Called the Synchron Prof Development app, it follows on the heels of the Synchron Conference app launched last year. Similar to the Conference app, the PD day app allows advisers to view and register […]

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Can an email serve as a good notice under a contract?

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Electronic communication is certainly the dominant method of communication nowadays and it is tempting to believe that in today’s modern society sending a simple email as opposed to a formal letter will surely serve as a valid notice under a contract. Let’s consider an example. John is a tenant and his initial lease term is […]

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