News : Practice Management

Platforms, Practice Management, SMSF, Technology

Intelliflo adds SMSF modelling tool

intelliflo office intelliflo SMSF

Advisers using the intelliflo platform will now be able to access cash-flow modelling tools to support SMSF clients.

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ASIC, Auditing, Practice Management

New service for SMSF auditors

SMSF auditors Professional review Auditors Institute

Members of The Auditors Institute will soon have a new service made available to them should they want a professional review of their practices.

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Practice Management

New business sources at practitioners’ door

business sources practitioners

Financial advisers and accountants have seven sources of new business already available to them that can be used immediately, a practice management consultant has claimed.

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Accounting, Practice Management

Pricing behaviour needs to change

Accounting client pricing

Formulating an appropriate price to charge accounting clients must be driven by what the practice feels the advice is worth and not unrelated, external factors

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Business News, Practice Management

Communications revamp to impact sector significantly

advisers trustees communication

Imminent changes to accepted communications techniques are likely to have a significant impact on SMSFs.

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Accounting, Practice Management

COVID-19 highlights vital offshoring framework

accounting offshoring

COVID-19 business restrictions for accounting firms have highlighted the need for detailed risk management plan when looking at offshoring arrangements.

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Practice Management

WealthO2 adds digital meeting facility

online meeting

WealthO2 has incorporated online meeting tools into its platform with users also planning to use it after COVID-19 lockdown.

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Financial Planning, Investments, Practice Management

Grandfathering removal needs sensible time frame

The end of grandfathered remuneration should take place, but time is needed for advisers to adapt their business models.

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Management, Practice Management

SMSF practice benchmark tool released

FASEA; education; tool

SMSF practitioners can examine areas of improvement using a new tool unveiled by Smarter SMSF.

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Practice Management

Advisers embrace best interest duty

Most advisers are in favour of the best interest duty, saying it was needed to lift industry standards.

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