The IFA Growth Guide: 5 Signs It’s a Good Time Implement a Growth Strategy for your Financial Services Firm 
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The most profitable businesses are typically those that scale, and do so efficiently. In the services sector though, efficiently expanding a business can be particularly difficult. That’s because the adviser often comprises of the core value of their business; the stuff that makes your business unique, and keeps your clients coming back to you. Growth […]
Analysis: the 2022/2023 Federal Budget
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Last night the Treasurer, Josh Frydenberg, released the Government’s 2022-23 Budget. It featured a range of proposed measures including an extension of the 50% reduction to account-based (SMSF and Superannuation) income stream payments, targeted tax relief, and social security and aged care changes. For a change, there was very little said about Superannuation, apart from […]
3 Steps that’ll Get Your Google Ratings Higher
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Now that you’ve created your Google My Business Profile, it’s time to aim for a fabulous star rating – or at least, one better than your nearest competitors. That’s because positive reviews directly influence sales. Research demonstrates that 84% of people trust online reviews as much as personal recommendations and 90% of people read reviews […]
3 Reasons Why Advisers Should Remain Involved in a Client’s SMSF Admin
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While most advisers attend to the investment needs of a client’s SMSF, only a few remain involved in the administration of their client’s SMSF. Without full visibility into SMSF accounting processes however, clients may be paying excess costs or missing opportunities for timely advice and the benefits therein. Many advisers don’t believe they have the […]
What Happens When you Google Your Business? Simple tips to build a free new-client-magnet.
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As straightforward and simple as the following pointers may seem, these will help distinguish your financial services business from competitors and appeal to critical emerging markets. Our last article in the new Marketing Foundations Series highlighted the importance of trust when seeking to build business opportunities with new markets. Research has regularly demonstrated how often Aussies […]
SMSF News & Alerts: September 2021
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Changes to Actuarial Certificate Requirement Laws have recently changed which means superannuation trustees no longer need to obtain an actuarial certificate when calculating exempt current pension income. Here’s an article with more detail on the changes to actuarial certificate requirements. SuperStream is Mandated for Rollovers as of October 1 2021 As of 1 October 2021, […]
Quick Tip From Intello – ABN/TFN Application
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We have a bunch of experts in self-managed super at Intello. Here’s something worth consideration from someone regarding the setup process. When setting up a superfund, the ABN/TFN application can be delayed (sometimes greater than 28 days) if the member details haven’t been updated on their individual TFN. This will typically occur in the event […]
Want to Get More Done and Save your Most Precious Resource?
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A “How To”: Timeboxing As your business grows, priorities change. According to IDC research, the smallest businesses initially focus on cash flow, revenue growth, and cost reduction. As organisations grow and become more complex, productivity becomes a much more critical priority. So, if you’re tired of that sense of lost productivity or time that is […]
Economic Shifts that Represent New Markets for Your Financial Firm.
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When change accelerates, so does the need to adapt. Financial Services is one of those professions that has not only successfully weathered the COVID pandemic but seen demand increase. As we emerge from COVID’s immediate economic impacts and Boomers move into retirement, service needs will continue to change. Those organisations that respond to these changes […]
How Much Does it Cost to Wind Up a SMSF?
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Once a fund has been wound up, it cannot be reactivated. It’s also important to follow critical steps in this checklist and the ATO’s winding up an SMSF Form. Your SMSF wind up checklist As stated by the ATO, the following tasks are required when winding up an SMSF: complete any requirements that the trust […]