Technology  JADE CARLSON | FRIDAY, 11 MAR 2022 New regulations are proposed to give the federal government greater control over digital wallets, buy now, pay later, and cryptocurrency. Read more  SCOTT BREWSTER | FRIDAY, 1 JUL 2022 Intelligent document processing is a game-changer for industries like financial services, which is struggling with an increasing volume of large and complex documents requiring action. Here's all the reasons it should be adopted now. Read more Taxation & Estate Planning  DOMINIQUE PERRY | FRIDAY, 18 MAR 2022 One of the supposed benefits of a discretionary trust is that it protects the assets of the key beneficiary(s) of the trust from attack by creditors. Read more  KMT PARTNERS | FRIDAY, 20 MAY 2022 With the end of financial year 2022 just around the corner, there are some key updates that you should be aware of for this tax season. After some two years of leniency, the ATO is ramping up its debt collection activities. Read more Compliance  RACHEL ERLICH | SUNDAY, 17 APR 2022 The Australian Financial Complaints Authority (AFCA) has received its first report card since commencing operations in November 2018. Read more  MATT DALEY , AVI KUMAR | SUNDAY, 1 MAY 2022 ASIC has published Information Sheet 269 Discussing financial products and services online (Information Sheet 269), flagging three key areas social media influencers and AFS licence holders who use influencers need to be aware of. Read more  SAMANTHA HILLS | SUNDAY, 31 JUL 2022 Let us take a look at whether, as the Responsible Manager of an AFSL, you really need to do RM training and what drives the answer to that question. Read more Applied Financial Planning  MICHAEL MILLER | FRIDAY, 3 JUN 2022 Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more  CHRIS MATHER | MONDAY, 18 JUL 2022 Around the end of the financial year and as a new one begins, many advisers are communicating with clients' accountants more frequently. It is timely to consider whether one's next conversation with an accountant could be the beginning of a beautiful ... Read more Superannuation  MANSI DESAI | FRIDAY, 17 JUN 2022 Although the Federal Budget did not bring in any noteworthy superannuation changes except for the extension of the halved minimum drawdown rates, recent changes relating to the work test and contribution rules have been quite significant, especially ... Read more  DANIEL BUTLER , WILLIAM FETTES | FRIDAY, 22 JUL 2022 How to formulate a robust succession plan. Read more |
Latest News
Adviser fakes exam certificate, cops ASIC ban
ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications.
Sequoia chief's job at stake in upcoming EGM
Sequoia Financial Group will hold an Extraordinary General Meeting (EGM) in June that will consider a resolution to remove chief executive and managing director Garry Crole.
Goldman Sachs ditches robo-adviser Marcus Invest
The investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser.
Fortnum, PFS launch parent company
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti.
Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
Expert Feed
Five steps to drive high performance in advice firms
Australian financial advice firms have dealt with major industry reforms over recent years, and now encounter a shifting economic environment.
Solving the advice gap challenge
In today's evolving technology landscape, there is rapidly growing interest in leveraging digital solutions to address the various challenges, particularly ...
Engage: How to create enduring client relationships
The not-so-secret sauce of enduring client relationships is an effective and engaging onboarding process. Do it well and you will likely have clients ...
Financial control
The term financial control generally evokes a weaker party being controlled by a stronger one. This might be in a relationship where one partner controls ...
