SMSF Association launches brand new accreditation program

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The SMSF Association has launched the SMSF Practitioner (SSPTM) accreditation program specifically designed to independently validate foundation SMSF knowledge and practical skills. The program, which begins on August 10, will... Read more continue reading

Accountants partner with GPS on licensing journey

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Thirty accounting practices have joined independently-owned financial planning and accounting group, GPS Wealth in the last 12 months, with more than 70 accountants attending the group’s two-day RG 146 course.... Read more continue reading

FPA Professionals Congress 2015 shaping up to be biggest yet

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The Financial Planning Association of Australia (FPA) yesterday announced the theme of its 2015 Professionals Congress as ‘Shaping Futures’, along with naming Chris Riddell, technology and digital futurist, as the first... Read more continue reading

New SIV investment framework supports emerging listed Australian companies

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The creation of an emerging companies category for the Significant Investor Visa (SIV) program has the potential to be an important source of capital for emerging listed Australian companies, said... Read more continue reading

Colin Lewis joins Perpetual Private as Head of Strategic Advice

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High net worth advice firm Perpetual Private has announced the appointment of Colin Lewis as Head of Strategic Advice. Mr Lewis has a strong track record of delivering and implementing strategies... Read more continue reading

FSC statement on the Prime Minister’s retreat with state and federal leaders

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“The Financial Services Council supports The Prime Minister’s retreat with state and federal leaders yesterday and commends the spirit being adopted for an open and constructive debate on tax reform. Australia’s current tax mix, with... Read more continue reading

MLC’s three new SMA products see $7million uptake 

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Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7million since their launch in May. The recent JBWere/Investment... Read more continue reading

Future 2 Foundation, Mt Kilimanjaro Climb 2016 – training in the US

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Training for the Mt Kilimanjaro Climb took a backseat over the last few weeks as we embarked on a three week family holiday. No room to pack the hiking boots... Read more continue reading

The investment outlook – can the good returns continue?

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Key points The past financial year saw a third year in a row of solid returns for diversified investors. While returns are likely to slow over the year ahead, they... Read more continue reading

Key findings of the Investment Trends 2015 Planner Technology Report

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Financial planners’ freedom of platform choice is at its highest level ever The formula for success has changed, platforms now need to help planners demonstrate value netwealth has the highest... Read more continue reading