Electronic signing of documents by companies

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Covid-19 has caused considerable stress and misery but every cloud has a silver lining and that lining in the case of covid-19 may be the speedy development of a regime... Read more continue reading

The shortcut to creating trust

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Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process.  To be fair the required level of trust initially is relatively... Read more continue reading

Lonsec announces staff can work from anywhere in the world

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Research House Lonsec has announced significant changes to its working policies, in response to the insights gained during the COVID shutdown and feedback from its staff. The necessity of working... Read more continue reading

Be careful what you wish for

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Calls for a change to “target a principles-based regulation framework” put forward by Senator Jane Hume should be considered carefully and not be a knee-jerk reaction for popular support, according... Read more continue reading

Stewart Investors take out top sustainability gong at the 2022 Morningstar Australia Awards

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Stewart Investors Sustainable Funds Group has won the inaugural Fund Manager of the Year – Sustainable Investing category at the 2022 Morningstar Australia Awards. Stewart Investors is the first fund... Read more continue reading

Bentham Global Income Fund awarded Morningstar Australia Fund Manager of the Year – Fixed Interest, 2022

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Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has awarded Bentham Asset Management, a leading specialist global fixed interest and credit... Read more continue reading

SuperConcepts releases powerful new iteration of SMSF software, SuperMate

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The new-look feature rich SMSF software, SuperMate – bought to you by leading SMSF administration, software and training provider, SuperConcepts – has officially been released. Launched last Wednesday during an... Read more continue reading

Airwallex chosen as Qantas’ tech partner for new financial services offering

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Australia-founded global fintech Airwallex has been chosen by Qantas Loyalty as the technology partner for its new financial services offering, Qantas Business Money, aimed at making it easier for Australian... Read more continue reading

Sophisticated investors – An essential guide for financial advisers

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Who are Sophisticated Investors? One of the more evergreen topics in financial advice circles is ASIC’s ‘Sophisticated Investor’ definition. It’s a topic that has received even more prominence in the... Read more continue reading

Ethics and your practice

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The Financial Planners and Advisers Code of Ethics 2019 (Code of Ethics) is a set of standards and core values designed to encourage higher standards of behaviour and professionalism from financial advisers... Read more continue reading