Special reports

Our collection of guides that take a deep dive on a diverse range of topics.


Cultural trends

Cultural mega-trends that matter to financial advice

Explore three behavioural shifts that are happening right now, and how your business can evolve with them.

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Managed accounts

What life really looks like with managed accounts

We speak to advisers and experts as to how managed accounts are transforming advice.

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Innovation

Lessons from the UK financial advice reform

Investigate what Australian advisers can learn from their UK counterparts and their advice reform.

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Technology

2019 Netwealth AdviceTech research report

Examine the twenty-six technologies used by advisers in their practice – their adoption, benefits and suppliers.

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Marketing

How a busy financial adviser can turn limited time into marketing success

Learn simple yet powerful techniques to develop a marketing strategy to grow and retain your customer base.

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Technical strategies

Winding up a SMSF the right way

Understand the changes to SMSFs and what to consider if you're thinking about winding one up.

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Technical strategies

Outside the super square

This guide explores four alternative super strategies, that look outside the super square.

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Customer experience

Removing customer friction

Learn from the companies revolutionising customer experience how you can remove friction for your clients.

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Value proposition

How to build your value proposition

Learn how to clearly and succinctly articulate the reasons clients should engage your services.

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Culture and operations

How to choose the right dealer group

Identify the key criteria for assessing which dealer group you should join.

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Culture and operations

Your own AFSL - what you need to know

Considerations for businesses looking to self-licence, along with how to to apply for your own AFSL.

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Innovation

Open source innovation - Book of ideas

This book contains over 40 innovative ideas addressing the financial needs of young adults.

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Managed accounts

Building the business case for a private label managed account

What to consider when establishing your private label managed account.

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Technical strategies

Planning beyond 2020

Now that the dust has settled on the changes made to super in 2017, it is time to begin planning for the future.

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Managed accounts

Managed accounts: A business transformation solution

Understand the role managed accounts can play in your business and the important factors to consider.

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