Report Kay Aarons - Chief Executive Officer (Strategic Financial Solutions Pty Ltd)

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Delivering a goals-based reporting service

As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship ... Watch video

Introduction to Managed Accounts

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Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices

Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video

Industry Snapshot

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Estate Planning for the Modern Family

Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video

Land tax, not stamp duty: Report

3 July 2020, 12:43pm

A draft report into reforming GST and reducing inefficient taxes has reignited calls for the scrapping of stamp duty when buying or selling a home, to be replaced by a broad-based land tax. Read more

QSuper culls comprehensive advice

3 July 2020, 12:37pm

The $110 billion industry fund will stop offering comprehensive advice to new customers on July 6 and cut over 50 positions, as it sees demand for holistic advice fall. Read more

CountPlus firm buys back equity

2 July 2020, 12:43pm

A CountPlus member firm has bought back 38% of its equity from the ASX-listed advice group for $1.10 million and separately, has acquired the accounting operations of another firm. Read more

Implemented Portfolios partners with Wealth Today

2 July 2020, 11:46am

Implemented Portfolios (IPL) has entered into an agreement with Wealth Today to provide their financial advisers with an individually managed account (IMA) offering. Read more

AMP approved product list under fire

1 July 2020, 12:22pm

The approved product lists AMP financial advisers are beholden to have come under fire from the House of Representatives Standing Committee on Economics. Read more