Though there are many rules to follow while running a self-managed super fund (SMSF), Section 65 (Loan to members and their relatives) may be the most commonly breached. The superannuation legislation prohibits the fund from providing loans or financial assistances to members of the fund (more…)
Read more
CLAIM LOST MONEY IN SOUTH AFRICA Emigrating from South Africa doesn’t mean loosing your birthright or citizenship. The benefits, however, are numerous; you qualify to with draw your South African based retirement annuities before age 55; your South African source inheritance and t rust benefits can (more…)
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 Video produced by Plannerlounge Productions Good Leaver Bad Leaver Clause See More Legal Videos – Click Here
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 Video produced by Plannerlounge Productions Stamp Duty See More Legal Videos – Click Here
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 Video produced by Plannerlounge Productions Warranties See More Legal Videos – Click Here
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 Video produced by Plannerlounge Productions Heads of Agreement See More Legal Videos – Click Here
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 Video produced by Plannerlounge Productions Restraint of Trade See More Legal Videos – Click Here
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 Video produced by Plannerlounge Productions Bringing in an Equity Partner See More Legal Videos – Click Here
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 Video produced by Plannerlounge Productions Deferred Payments or Clawbacks See More Legal Videos – Click Here
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 Video produced by Plannerlounge Productions GST implications when buying or selling See More Legal Videos – Click Here
Read more
www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089 COMING NEXT WEEK – GST IMPLICATIONS Video produced by Plannerlounge Productions Drag Along Tag Along Rights See More Legal Videos – Click Here
Read more
Drag AlongTag Along Rights Good Leaver Bad Leaver Clause Deferred Payments or Clawbacks Bringing in an Equity Partner Restraint of Trade Heads of Agreement Warranties Stamp Duty www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 (more…)
Read more
Contact details Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089
Read moreLegal Podcast Series : Indemnities when selling a Financial Planning Practice Steven Fine from FP Exchange talks to Martin Checketts on indemnities when selling a Financial Planning Practice. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from (more…)
Read moreLegal Podcast Series : Drag along and Tag Along Rights Steven Fine from FP Exchange talks to Martin Checketts on exactly what drag along and tag along rights are. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine (more…)
Read moreLegal Podcast Series : Gst and Stamp Duty Implications When selling a Practice Steven Fine from FP Exchange talks to Martin Checketts on Gst and Stamp Duty Implications When selling a Practice. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 (more…)
Read moreLegal Podcast Series : Good Leaver Bad Leaver Clause Steven Fine from FP Exchange talks to Martin Checketts on bringing in a partner and the good leaver, bad leaver clause. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from (more…)
Read moreLegal Podcast Series : Business Sale Warranties Steven Fine from FP Exchange talks to Martin Checketts on Business Sale Warranties For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from FP Exchange on the (02) 8090 6586 FP Exchange – (more…)
Read moreLegal Podcast Series : 3 Most common reasons a business sale comes unstuck Steven Fine from FP Exchange talks to Martin Checketts on the 3 Most common reasons a business sale comes unstuck For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 (more…)
Read moreLegal Podcast Series : 5 Key Principles for Succession Planning Steven Fine from FP Exchange talks to Martin Checketts on 5 Key principles for succession planning. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from FP Exchange on (more…)
Read moreLegal Podcast Series : Checklist for Succession Steven Fine from FP Exchange talks to Martin Checketts on the the important elements of a succession plan not to forget. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from FP Exchange on (more…)
Read moreStamp duty When buying a financial planning business or client register, remember that stamp duty may be payable depending on the State or States in which the clients reside (and other factors). In certain States, such as New South Wales, stamp duty is payable on the acquisition of (more…)
Read moreLimit your liability Sellers of financial planning businesses should expect to give Warranties to the buyer in the sale agreement. Warranties are contractual representations about the business and its assets, and relate to matters such as (a) compliance with laws; (b)accurate record keeping; and (c) absence of litigation or (more…)
Read moreRestraint of trade terms in the financial planning industry It’s confidential : restraint of trade terms can limit the activities of departing employees Businesses should closely analyse their agreements to ensure that they are drafted to reflect the manner in which their business and key personnel are expected to operate. A (more…)
Read moreBringing in a minority shareholder or planning an exit The last thing people want to think about is the worst-case scenario of a partnership or succession plan gone wrong. Worst Case scenarios or addressing how to handle unforeseen events are too often overlooked in the excitement of (more…)
Read moreMartin Checketts 03 9605 0999 www.fpexchange.com Steven Fine 1300 553 438 or 0414299153 Poor tax structuring advice can cost business owners on exit. Business owners and their advisers often do not give thought to the tax treatment of the sale. In particular, they do not calculate the after tax (more…)
Read moreKey Legal Issues when selling a Financial Planning Practice The decision to sell your financial planning practice is often the culmination of, literally, a lifetime’s work. When selling, your imperatives must be to maximise value and minimise risk. Some of the key legal issues which arise when selling a financial (more…)
Read moreSteven Fine from FP Exchange talks to Martin Checketts on indemnities when selling a Financial Planning Practice. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from FP Exchange on the (02) 8090 6586 Legal issues when buying a Financial (more…)
Read moreTest Yourself An interactive online Quiz that tests your general knowledge in financial planning practice and legislation. Will you get over 80% ? Individual Results Not stored – For your use only First Name Last Name Email Company Comments / Questions Click Submit and the Online Quiz (more…)
Read more
Current Books or Businesses for Sale
How Financial Advisors should position their pricing
What would your clients say?
Business Sustainability Check-up
AstuteWheel Makes Financial Planning Sexy
Video Testimonial Special Offer
Seven reasons to use client testimonial videos
Simple Client Value Propositions by Stewart Bell
“Ten rules for a trust-based relationship” by Sue Viskovic
Top 10 ways to stay on top when the Bears are getting you down by Sue Viskovic
Leaping into ownership by Lana Clark
One sure-fire way to increase your revenue and deepen client relationships by Stewart Bell
Astute Wheel request for more information
Warning: Do not lend SMSF money to members
Harvard Business School Elevator Pitch Builder
Current Books or Businesses for Sale
How Financial Advisors should position their pricing
What would your clients say?
Business Sustainability Check-up
AstuteWheel Makes Financial Planning Sexy
Video Testimonial Special Offer
Seven reasons to use client testimonial videos
Simple Client Value Propositions by Stewart Bell
“Ten rules for a trust-based relationship” by Sue Viskovic
Top 10 ways to stay on top when the Bears are getting you down by Sue Viskovic
Leaping into ownership by Lana Clark
One sure-fire way to increase your revenue and deepen client relationships by Stewart Bell
Astute Wheel request for more information
Warning: Do not lend SMSF money to members
Harvard Business School Elevator Pitch Builder
Insights from a 50 year stock market veteran
Don’t be afraid of the stock market
A common SMSF breach and how to avoid it
How referable IS YOUR BUSINESS?
A similar time in history – Michael Bailey talks
The Michael Bailey Rules!
Do you have any South African clients
Self Employed Planner – Self assessment tool
How referable IS YOUR BUSINESS?
Modern Portfolio Theory Re-visited
Institute of Managed Account Providers interviews OneVue on UMA’s in Australian marketplace
Hydroponic Advisers
Understanding and Overcoming Obstacles to Financial Success
Understanding opt-in
Current Books or Businesses for Sale
Register here as an interested Buyer
Emerging Trends – The Adviser as a Fund Manager
Sydney Mastermind Group Invitation – Financial Planners
Good Leaver Bad Leaver Clause Video
Stamp Duty Video
Warranties Video
Heads of Agreement Video
Restraint of Trade
Bringing in an Equity Partner
Deferred Payments / Clawbacks
GST implications when buying or selling
Drag Along Tag Along Rights Video
Trends in investment in retail wealth management – where is money flowing, why and what is the outlook?
Buying or Selling a Practice – Legal Series (8 Videos)
Being in business in the new, highly regulated Advisory world – Slide Show
