Beyond Grandfathering - The future growth paths for Australian advisory firms
Hear from Jim Stackpool of Certainty Advice Group, as he explores changing valuation and pricing models, what advice propositions will dominate the industry and business performance benchmarks in the post grandfathering era.
Fraser Jack, Head of Partnerships at Advice Intelligence, discusses the fundamental differences between traditional advice and goals-based advice and how to turn this advice philosophy into a methodology for your business.
Are you maximising the government's COVID-19 financial aid for your clients?
Keat Chew, Netwealth's Head of Technical Services, shares strategies on how to take advantage of the government's COVID-19 financial packages and how to prepare for when financial assistance and loan moratoriums are turned off.
Learn from David Smorgon OAM, CEO of Pointmade, as he guides you through the process of transitioning a family-owned business, sharing his experiences from Smorgon Consolidated Industries, one of Australia’s largest family businesses.
Selecting the right type of account for your stage of life
There are many types of accounts to help you save for retirement. Selecting the right one can depend on your stage of life. You can choose to invest in a SMSF, accumulation account, transition to retirement pension or a standard ...
Learn about the differences between super funds and SMSFs. Each fund differs in the way they manage compliance, regulations, and protection from loss or fraud. They also differ in their offerings, including investment choice, online ...
Various changes over the past several years have impacted SMSFs. This webinar explores the factors and circumstances in which the benefits of SMSFs may be outweighed by regulatory burdens and the general costs of maintaining one.
Explore strategies to capitalise on the first home owners super saving scheme (FHSSS), the small business CGT concessions (SBCGT) and the additional “death taxes” that may be created by insurance payouts in super.
Hear the implications of the best interests duty for advisers in-depth with Claire Wivell Plater, Chairman of The Fold Legal. She looks at this in light of a number of ASIC regulatory interventions and the current Royal Commission.
Bernie Ripoll, author of the Ripoll Report, outlines some of the challenges he sees facing the industry and urges financial planners to begin preparing for them now as the industry enters an era of massive disruption and change.
Anna Hacker, estate planning specialist, discusses some of the do’s and don'ts for advisers when it comes to estate planning services and why it’s important to put estate planning into your advice conversation.
The transfer of trust: Effective estate planning for financial advisers
Learn the essentials of offering estate planning with Anna Hacker, estate planning national manager at Australian Unity. Find out how it can help advisers understand their clients better and why they are vital in any financial plan.
A will is really nothing more than a delivery device. It is there to ensure that the deceased's assets are delivered to desired recipients. A good will cannot replace good financial planning but, good financial planning can be for ...
Small tax increases on superannuation earnings and lump sum payments are some of the estate planning changes that could be just around the corner according to Netwealth technical services head Keat Chew.
Advisers helping clients develop solutions for retirement income will be able to deploy “new tools from their kitbag” due to changes to the means testing of lifetime income streams, according to Andrew Lowe, Head of Technical Services ...
Super contributions: New rules and key issues for June 30
Learn the new superannuation contribution rules you should be aware of and understand how they could affect your super savings. Nigel Smith, Netwealth technical consultant, discusses ahead of June 30, 2018.
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