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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

ATO guidance on downsizer contributions

08 Nov 2018 News: Technical

The Australian Tax Office (ATO) has issued a Law Companion Ruling relating to downsizer superannuation contributions.

Technical amendments and the deferral of the retirement income covenant

05 Nov 2018 News: Technical

The Government has announced technical amendments to rectify some unintended consequences resulting from the 2017 super reforms. 

Monthly Technical roundup - October 2018

26 Oct 2018 News: Technical

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

Enhancing the integrity of tax deductions for vacant land

19 Oct 2018 News: Technical

Draft legislation to implement the Government’s announcement of improving the integrity of the tax system has been released for consultation. 

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

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