Superannuation is probably the most important investment most Australians will ever make, yet many investors still have little knowledge of how it works, what opportunities it offers for our future and how we can best take advantage. This guide aims to give clients a basic understanding of the different types of super strategies.
There are many benefits to holding an SMSF, and there’s one extra risk in retirement planning that you may not have realised is better managed in the SMSF environment says Bryan Ashenden, Head of Financial Literacy & Advocacy, BT Advice Services.
The invest to grow strategy shows how investing in equities can be an effective long-term investment. The strategy considers the differences between SMAs and IMAs from a client perspective, and outlines the benefits of using a BT Managed Account.
Managed accounts give your clients more transparency and control over their wealth. Find out how you can build stronger client relationships, by providing valuable investment education and detailed reporting.
Financial advisers focus more than ever on increased client engagement and practice efficiencies. How can managed accounts help you achieve these goals, and what benefits do advisers quote who already use managed accounts for their clients?
Managed accounts can help streamline the way how you provide financial advice to your clients however they need to be implemented properly to be successful. Find out what is required to move your business to managed accounts.
Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating. Core data in their report Adviser efficiency: Business Processes in Australia reach the conclusion that if advisers can find a way to reduce some of this administrative burden, it has a tangible impact on the profitability of their business.
How do you balance the need to invest for growth whilst protecting clients against the kind of losses that can derail their retirement plans? Wrap Capital Protection can be a suitable solution. View case studies outlining strategies to help clients manage risk, approach retirement and receive a minimum benefit.
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