APP WEEKLY UPDATE | 8TH JULY 2016

/APP WEEKLY UPDATE | 8TH JULY 2016
APP WEEKLY UPDATE | 8TH JULY 2016 2017-02-10T11:35:47+00:00

ARE YOU READY? AGE AND SERVICE PENSION CLIENT REVIEW

As you are no doubt aware from 1 January 2017 major changes to the pension’s assets test will come into effect.

Age and Service Pension clients should be reviewing their circumstances prior to this date to ensure they understand how the changes may affect their entitlement.

A generic letter has been composed as a tool to assist you when advising your clients of the change, and the possible need for a review of their circumstances.

Generic letter template for Licensee Solutions Advisers

TECH UPDATE

At the time of writing this Tech Update the outcome of the 2016 Federal Election was still unknown.

We had hoped for a more decisive result, so that we could provide you with an update on what the superannuation landscape was likely to look like depending on which party was to form government.

Peter Kelly has written this fortnight’s Tech Update; providing a post-election analysis for Centrepoint Alliance Licensee Solutions Advisers.

 

UPCOMING CPD EVENT: JULY 2016

INVESTOR AND ADVISER DECISION MAKING

Why do investors often make irrational decisions? And what can behavioural finance teach us? The key take-aways from this presentation will be:

  • How do people think and resolve questions? An interactive set of puzzles and questions will be provided, with attendee’s responses recorded.
  • What do the results of these responses teach us about how we think and reach conclusions?
  • Behavioural finance teaches us that markets are inefficient because people by nature are not rational.
  • Opportunities exist to take advantage of the miss-pricing of assets.

 

Presenter: Peter Burns, Head of Client Account Management, Morningstar Investment Management

Suitable for: Financial Advisers

Knowledge Areas:  Managed Investments and Personal Development

INVESTOR AND ADVISER DECISION MAKING
Tuesday 26 July 2016 10.30 am – 11.30 am (AEST) To register, click here.
Thursday 28 July 2016 2.30 pm – 3.30 pm (AEST) To register, click here.

CLIENT RESOURCES

REALISE YOUR DREAM BLOG

The Dentist: is it really that scary?

Why do most of us fear going to the dentist? For some the fear has, in fact, become a phobia. Mark Teale can relate. He discusses this fear and the lesson he has learnt in this week’s blog.

Learn more from regular blogger Mark Teale

Prepare for Life: Issue 21 now available!

Issue 21 of Prepare for Life explores how to get your personal finances under control, is superannuation a flawed retirement strategy? And how to ‘T-app’ into your retirement planning.

Exciting news! The issue 22 of Prepare for Life will be released in our next update, and we can’t wait to share with you its ‘new look’ and some fresh articles for your clients.

Get your copy here.