What is SMSF Alliance

What is SMSF Alliance

SMSF advisers seeking a reliable outsource service partner are confronted with a confusing array of choice. Which providers can be trusted to deliver on their promises and add real value to advisers’ businesses and how do their services differ? The Principal of...

Understanding the Sharing Economy

The sharing economy is where an owner rents out something they aren’t using, such as a car, house, even kitchen appliances to a stranger. There’s no limit to what you can find in the sharing economy, and the prices tend to be lower as there’s limited infrastructure....

Great Workspaces = Productivity

Do you have a Love/Hate relationship with your Home Office? Your working environment can affect your mood and productivity. Working from a home office takes discipline, with so many opportunities to be distracted in your own hacienda. There’s cleaning, surfing the...

Clean Records are Vital

How well do you know the clients on your database, especially the grandfathered ones? It’s vital, a “Get out of Jail Free” card. With the Royal Commission(RC) washing our laundry in public, the holes in our processes and our databases are being shown to the world....

What the FASEA?!

I’m unsure that some of the changes that are being sought by the newly created Financial Adviser Ethics and Standards Authority (FASEA) are in the Best Interests of the public and the professionals they are seeking to regulate. One of the key points of change insists...

Pitch a Winner

I had a great idea to present to my manager, we were meeting at 4pm and I could tell, even before I pitched it, the care factor was zero. It was like the Out of Office message had already gone up for the start of holidays. If you ever feel that good ideas have gone to...