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10 December 2003

We are a financial planning practice that has developed from the old style insurance company. Because of this, we have about 4,000 clients spread all over Australia. Unde...

10 December 2003

Question: I am the owner of a rental property and have heard that land tax may apply to the property. In what circumstances does land tax apply?...

10 December 2003

The findings of the Australian Taxation Office’s recent SMSF Compliance Review benchmarking study requires closer consideration, says Kevin Smith....

8 December 2003

Want to increase your business? Improve client retention? Lower operating costs? Debbie Mayo-Smith says it is all about mastering technology....

7 December 2003

David Shirlow looks at new developments affecting cashing and transfer of UK superannuation benefits for Australian residents....

7 December 2003

In the cut-and-thrust world of recruitment, consultants have been known to make exaggerated promises, warns Peter Dawson....

7 December 2003

There are many approaches to recruiting planners, but, as John Prowse writes, the most successful will focus on building professional careers....

3 December 2003

Q: I am the nominated responsible officer of our Australian Financial Services Licence (AFSL). What am I responsible for and what am I potentially liable for?...

3 December 2003

Debbie Mayo-Smith looks at how to keep clients on your web site once you have them....

3 December 2003

Question: Are insurance bonds still a viable alternative to invest for children? I recall that the taxation treatment of insurance products such as bonds and endowment po...

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