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All Articles tagged with 'Gary Lembit'

You are in   Posts tagged 'Gary Lembit'

Advisers want more face time, less admin

From Perpetual

Key points 60% of Australian financial advisers want to spend more time with their clients 31% say maximising time with clients is the one thing that has most impact on

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30 Jun 2016
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Macquarie and SPAA study breaks down the stereotypes of SMSFs investors

From SMSF Association

The profile of self managed super fund (SMSF) investors is dramatically evolving, which means SMSF professionals need to quickly adapt their advice models to meet the different needs of this

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23 Jul 2013
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Research from Macquarie and SPAA confirms advisers need to start talkin’ ‘bout your generation

From SPAA - Self Managed Superannuation Funds Professionals Association

Advisers need to tailor their advice to clients at a generational level according to the findings of a new report from Macquarie Bank and the SMSF Professionals’ Association of Australia

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25 Jul 2012
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