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Quarterly compliance update June 2022

A summary of the important changes to be aware of so you can continue to meet your compliance obligations.

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What does the financial advice industry need to get back on it’s feet?

Despite positive results for the financial advice industry, this is not reflected in the level of support we are receiving from government. What does the financial advice industry need to get back on its feet?

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Quarterly compliance update December 2021

A summary of the important changes to be aware of so you can continue to meet your compliance obligations.

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Climb Wealth is a finalist at the ifa Excellence Awards 2020

Climb Wealth has been named as a finalist in the ifa Excellence Awards Awards for Dealer Group of the Year.

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Compliance audits: Reach out before it’s too late

If you’re in doubt about whether you’re meeting requirements for your clients, reach out for help before it’s too late.

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Charging fees within superannuation

ASIC and APRA have called for stricter governance on fees deducted from members super accounts to financial advisers. Find out more here.

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COVID-19: Government support for businesses

Here we have summarised the COVID-19 government measures to support businesses in clear, simple language.

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COVID-19: Government support for individuals and households

Here we have summarised the COVID-19 government measures to support individuals and households in clear, simple language.

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How to articulate your value to your clients

Explaining your worth, or value, to potential clients is a common pain point for many financial advisers. Here we show you how you can make it easier.

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Should you be offering your clients a pronup?

Many financial advisers are introducing ‘Pronup’ services to clients. Find out what a pronup is and if you should be offering it too.

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10 things successful people do in the weekend

Working 70 hours a week? It might be time to rearrange your schedule for less work, more play and definitely improved productivity. Here’s how.

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