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Financial planning

11 Dec

Shedding light on client contact

We are a financial planning practice that has developed from the old style insurance company. Because of this, we have about 4,000 clients spread all over Australia. Unde...

Financial planning

11 Dec

Toolbox Q & A

Question: I am the owner of a rental property and have heard that land tax may apply to the property. In what circumstances does land tax apply?...

Superannuation

11 Dec

Toolbox: Avoiding pitfalls in SMSF compliance

The findings of the Australian Taxation Office’s recent SMSF Compliance Review benchmarking study requires closer consideration, says Kevin Smith....

Financial planning

09 Dec

Four steps to improve your business in 2003

Want to increase your business? Improve client retention? Lower operating costs? Debbie Mayo-Smith says it is all about mastering technology....

Superannuation

08 Dec

Toolbox: Tax treatment for overseas super benefits

David Shirlow looks at new developments affecting cashing and transfer of UK superannuation benefits for Australian residents....

Financial planning

08 Dec

Beware the headhunter

In the cut-and-thrust world of recruitment, consultants have been known to make exaggerated promises, warns Peter Dawson....

Financial planning

08 Dec

Quick and dirty is not the way to recruit planners

There are many approaches to recruiting planners, but, as John Prowse writes, the most successful will focus on building professional careers....

Financial planning

04 Dec

FSR countdown – your questions answered

Q: I am the nominated responsible officer of our Australian Financial Services Licence (AFSL). What am I responsible for and what am I potentially liable for?...

Financial planning

04 Dec

How to catch clients in your web

Debbie Mayo-Smith looks at how to keep clients on your web site once you have them....

Financial planning

04 Dec

Toolbox Q&A

Question: Are insurance bonds still a viable alternative to invest for children? I recall that the taxation treatment of insurance products such as bonds and endowment po...