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Smart practice

How to become a better leader by knowing your strengths

Our signature strengths make us feel authentic, alive and engaged - and ultimately lead to better business performance.

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News and legislation

Income tax residency rules review

26 Sep 2018 News: Technical

The Board of Taxation has released a consultation guide outlining a proposal to simplify the income tax residency rules for individuals.

ASIC report on insurance and superannuation

21 Sep 2018 News: Technical

ASIC has released a report on the consumer experience and quality of insurance provided through superannuation.

ATO guidance on the taxation of deceased estates

24 Aug 2018 News: Technical

The Australian Tax Office (ATO) has issued two Practical Compliance Guidelines relating to the taxation of decease estates 

Monthly Technical roundup - August 2018

22 Aug 2018 News: Technical

The Monthly Technical Roundup is a brief summary of a number of recent regulatory developments that occurred during the month.

Adviser resources

Little Black Book

The Little Black Book contains the essential facts and figures financial services professionals generally access on a daily basis.

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Interactive tools and calculators to help make your life easier

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Practice efficiency

Save time and free-up resources with automated data feeds

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Technical information in the palm of your hand

Our Little Black Book lets you access technical information and expertise, without having to search the web for industry facts and figures.

Together we continue to provide award-winning service

Our platform was rated number one by our clients in both the CoreData SMSF and Roy Morgan Customer Satisfaction awards for 2017. We’re proud to hear our clients are satisfied with the way we’re helping them to manage and grow their super for the future. Thank you for your continued support.

Roy Morgan customer satisfaction award

Find out how we can help

If you'd like to speak to a specialist about how we can help build your business, get in touch.