Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable trustees of SMSFs to access direct international and domestic equity portfolios with greater control and transparency ... READ FULL STORY | | Latest Thinking in Applied Financial Planning YVONNE CHUWHAT'S CHANGED? From 1 July 2017, the 10% test that previously applied to personal deductible contributions has been removed. As a result, all clients under the age of 75 (including those aged 65 to 74 who satisfy the work test) will be eligible to claim a tax deduction for personal superannuation ... READ FULL STORY | | In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent ... READ FULL STORY | | Latest Thinking in Communications & Marketing ADAM ROWLEYSpace: the final frontier. These are the voyages of the starship Enterprise. Its continuing mission: to explore strange new worlds, to seek out new life and new civilisations, to boldly go where no one ... READ FULL STORY | | When it comes to your business - you want to ensure you're running it the best way you can. Your clients allow your business to prosper, as Jeff Bezos (CEO of Amazon) once said "we see our customers as invited guests to a party, and we are the hosts. It's our job every day to make every important aspect ... READ FULL STORY | | That managed accounts are here to stay and will inevitably become basic offerings in the near term were salient themes that emerged from this year's Best Practice Forum on Managed Accounts. More than 260 delegates turned out in record numbers at the Sydney International Convention Centre, which played ... READ FULL STORY | | So what do investors want from their financial adviser? Surely it is as simple as receiving quality financial advice relevant to their particular circumstances and objectives provided by their adviser with integrity and competence. But have client expectations changed with the development of new technology? ... READ FULL STORY |
