Protect Your Future: Why an Enduring Power of Attorney is Essential
We all recognise the need for a Will when we begin to plan for our future and the future of our loved ones. However, one crucial document is often overlooked, and that is the Enduring Power of Attorney (EPOA). Your Will doesn’t automatically cover your super unless you instruct it to do so. Further, what […]
SMSF End of Year Planning Guide – 2022
As the Financial Year is drawing quickly to a close, the team at Intello thought you may appreciate a checklist of items that need to be checked off by July 1. If you have any questions, contact the Support Team: admin@intello.com.au. 1. Reduced Pension Drawdown Acknowledging that members may have seen their account balances reduce as […]
3 Steps that’ll Get Your Google Ratings Higher
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 […]
What Happens When you Google Your Business? Simple tips to build a free new-client-magnet.
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 […]
2020/2021 EOFY Considerations for You & Your Clients
As another financial year draws to a close, it’s a good time for you and your clients to perform a little “financial housekeeping”. Here are a few important considerations that may prompt your clients, depending on their personal circumstances. Naturally, Superannuation is an important consideration at this time of year for many individuals. So, let’s […]
EOFY To-Do’s for Trustees
An article from our partner, Quill Group. The end of the 2020/21 financial year is approaching – a great time to perform some financial “housekeeping”, according to your personal circumstances. For many individuals, Superannuation and the management of their SMSF is often an important consideration at this time of year. So, let’s look at some […]