by admin | Apr 19, 2016 | Uncategorized
The Chinese say, “the faintest ink is better than the best memory.” As every financial services business knows, file notes are everything. They provide the information that proves you know your client, forms the basis for recommendations, and documents phone...
by admin | Apr 6, 2016 | Uncategorized
As an adviser, it’s easy to get caught up in chasing down leads, interviewing clients and placing business. That’s where the money comes from and of course, we all have to eat. If you’re spending a lot of time with clients and the administration duties just leave you...
by admin | Mar 21, 2016 | Uncategorized
We live in a lucky country and anyone who has travelled outside of our rich and bountifully blessed island knows that there’s very few countries that can hold a candle to the trinity of abundant resources, first world lifestyle and democratic government. To protect...
by admin | Mar 8, 2016 | Uncategorized
FoFA. It’s almost a swear word in the financial services industry, with all the legislative changes associated with it. If you have a lot of clients, rubbery data can be a problem. No one wants ASIC to come visit and slap them with an Enforceable Undertaking. There...
by admin | Feb 23, 2016 | Uncategorized
A few months ago, we sponsored and participated in the FPA Golf Day in Sydney. It was a fantastic day, the weather was warm without being hot, the conversation amongst new-found friends sparkled and their encouragement made the day memorable. As an <a...
by admin | Feb 11, 2016 | Uncategorized
2016 is the Year of the Monkey. It’s generally believed that banking, accountancy and finance are good career choices for those born under this sign of the Chinese zodiac! Paperwork Magic wishes you and yours a happy, healthy, and prosperous new year. We look...
