Although the majority of SOAs are based upon templates, these should act only to provide the bones for you to flesh out the rationale for the customised and focused advice you’re proposing for a client.
Estate Planning is, in many cases, treated by financial planners as an afterthought. But the glaring fact is that 45% of Australians not have a valid Will – this should be seen as an opportunity for Financial Planners to engage on this with their clients and do more.
As an accountant, you probably have a number of clients with self-managed super funds (SMSFs) who are aspiring to an accumulation of wealth after a lifetime of hard work and diligent saving.
Accountants need to follow a three-stage process in preparing for compliance with the accountants licensing regime, writes Nick Hilton.
A fee for service financial planning practice will reward you intellectually, socially and financially – and make a real difference to your clients’ lives, writes Terry McMaster.
There are smart ways for advisers to both address underinsurance with clients and secure their trust and long-term engagement, writes Terry McMaster.
Does RG 175’s new Conflicts Priority Rule spell the end of asset-based fees? Not in all cases, but some rethinking will be required, writes Claire Wivell Plater.
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