No business - big or small succeeds without the assistance of a quality accountant, and that goes way past simply crunching the numbers.
Planners offer a unique skill set, providing the right advice to make informed and confident long-term financial decisions with their clients.
Providing up to date and customised insurance solutions for complex business and personal situations is a relationship of trust - and strategy.
More than half of Australian mortgages are written by a broker, and that number is rising. An understanding of Australia’s unique market is essential.
Superannuation is big business, and SMSFs make up 30% of all super - some $700 billion. How this pool of funds is managed into the future is key.
In this episode of the Nest Egg podcast, CBA Head of SMSF Customers, Marcus Evans speaks with host David Stratford about the results of the latest CommSec SMSF Trading Trends Report, and evaluates the happenings of “a tough 6-month period” on the stock market.
Mortgage Business goes ‘On the Record’ with La Trobe Financial’s Cory Bannister, who reveals the business’s key point of difference in the specialist lending space, the most popular products within La Trobe Financial’s offering, and his thoughts on changes to the business in light of APRA’s crackdown on mortgage lending.