All Articles tagged with 'Greg Holman'

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Accountants face a bright future but on one condition, according to new paper

From GPS Wealth

Accounting will be one of the next professions savaged by digital disruption with up to 40 per cent of the work traditionally completed by accountants already being done by cloud-based

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03 Nov 2016

Accounting and advice firm takes a new path for growth with GPS

From GPS Wealth

Former BT Select practice, BCB Financial Planning has joined noninstitutionally-owned dealer group GPS Wealth in a move expected to see the rapidly growing Sydney-based practice strike further referral agreements with

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10 Jun 2016

GPS slashes the time, cost for accountants to produce SOAs

From GPS Wealth

Non-institutionally owned financial planning and accounting dealer group, GPS Wealth has launched an automated Statement of Advice (SoA) tool, designed to slash the time it takes accountants to produce a range of

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15 Apr 2016

Digital disruption to hit accountants hard: GPS Wealth

From GPS Wealth

Digital disruption is transforming the accounting industry, scaling back the traditional “hackwork” done by practitioners and will ultimately drive an increasing number to get qualified and licensed to provide a

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01 Apr 2016

GPS Wealth’s new business acumon

From GPS Wealth

Former Count Financial member firm, Acumon Accountants and Business Advisors is the latest accounting firm to join independently-owned licensee GPS Wealth, citing the dealer group’s strong reputation and innovative client

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29 Oct 2015

Instant financial planning: start providing advice in 90 days

From GPS Wealth

Accounting firms that want to enhance their client value proposition and lock in a licensing solution ahead of the imminent removal of the accountants’ exemption can establish a professional financial

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25 Aug 2015

Accountants partner with GPS on licensing journey

From GPS Wealth

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.

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24 Jul 2015

New dealer group launches low-cost investment solution

From GPS Wealth

Independently-owned dealer group GPS Wealth has slashed investment fees in half by implementing a Managed Discretionary Account (MDA) solution and turning its back on expensive master trusts and wrap platforms.

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26 Feb 2014

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]