Newsletter

The key to estate planning with clients lies more in being a good listener and thinker, than a technical guru, writes Terry McMaster

Reality professional development is the future, and No More Practice is leading the charge for the financial services sector, writes Vanessa Stoykov.

Financial planning is not necessarily about financial products, and there are more important questions to ask clients

Some SMSF members have been hit hard as a result of concessional contributions cap breaches. However, there could be a slight softening in the ATO’s treatment of such matters.

Experts, independence and collaboration – 2012 has been a big year. And you can expect more in SMSF education, mortgage broking and growth case studies in 2013, writes Vanessa Stoykov.

Accountants are ideally positioned to set up advice businesses and provide existing clients with financial planning services, writes David Lane

In a post-FoFA world, dealer groups could learn a lot from medical professional bodies in how to best service advisers, writes Anne Fuchs.

The real beauty of an SMSF practice lies in bringing the SMSF administration and audit process under your roof, writes Terry McMaster.

Now is the time to revisit and review relationships with accountants in order to explore commercial opportunities, writes Brian Boggs

It would be a smart move for accountants and advisers to reach out to mortgage brokers and create new ways to work together, write Vanessa Stoykov