Financial Planning

Accountants specialise in providing tax advice and managing their client's tax obligations with the ATO.

Forget the winter football fever, the big challenge facing financial advisers is how to legally help their clients reduce their tax bill before the financial year.

When trying to motivate staff, many managers think “reward” and automatically jump to “money” alone. But though money can rent loyalty, it can’t buy it.

As a specialist financial services training provider, we often get asked about programs sponsored by companies working within the financial planing industry.

When entering a new industry like financial planning, it is important to ask as many questions and to gain as much valuable wisdom from successful professionals.

Social media programs are being launched by large financial planning dealer groups to help improve the engagement of financial planners with their clients and the community.

Being RG146 accredited in superannuation (either being able to provide personal and/or general advice) is a pre-requisite to working in most job roles in superannuation.

Apparently there has been a significant increase in financial planners over the last 3 months who have chosen to list their practice for sale with specialist brokers.

The inevitable consolidation between accounting practices and financial planning practices is not a new concept.