Australia

How much should an advice firm spend on an IT provider?
Are you paying too much, paying too little, or simply paying for the wrong things? It’s a question I hear regularly from advice firms: “How much should we actually be paying for IT?” Unfortunately, there isn’t a magic number. At one end of the spectrum, there’s DIY. Someone in the business looks after the technology…
Serving the clients you can't afford to advise
Last year we turned away a 34-year-old teacher with $180,000 in super, a mortgage, a new baby and a genuinely good question about whether to salary sacrifice or pay down debt faster. She wasn't a bad prospect. She was a bad fit for a $6,600 engagement. So we did what most practices do, gave her twenty minutes of general…
The Good, the bad and the ugly: What judging taught me about our SOAs
Judging awards is one of the genuine privileges of this job, and I say that as someone whose working life is mostly legislation and exposure drafts. For a few weeks a year, someone hands me a pile of submissions from advisers putting forward their very best work — their strongest argument for why they should be crowned…

How much should an advice firm spend on an IT provider?
Are you paying too much, paying too little, or simply paying for the wrong things? It’s a question I hear regularly from advice firms: “How much should we actually be paying for IT?” Unfortunately, there isn’t a magic number. At one end of the spectrum, there’s DIY. Someone in the business looks after the technology…
Serving the clients you can't afford to advise
Last year we turned away a 34-year-old teacher with $180,000 in super, a mortgage, a new baby and a genuinely good question about whether to salary sacrifice or pay down debt faster. She wasn't a bad prospect. She was a bad fit for a $6,600 engagement. So we did what most practices do, gave her twenty minutes of general…
The Good, the bad and the ugly: What judging taught me about our SOAs
Judging awards is one of the genuine privileges of this job, and I say that as someone whose working life is mostly legislation and exposure drafts. For a few weeks a year, someone hands me a pile of submissions from advisers putting forward their very best work — their strongest argument for why they should be crowned…

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