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Paraplanning is a specialized field of financial planning that focuses on the administrative and technical aspects of financial planning. Paraplanners work closely with financial advisors to provide support in areas such as: Researching and analyzing investment options Preparing financial plans Managing client accounts Conducting due diligence on financial products and services Providing administrative support to financial advisors Benefits to both financial advisors and their clients; Paraplanners can provide [...]

Treasurer Jim Chalmers and finance minister Katy Gallagher 2022/23 October Federal Budget On 25 October 2022, Treasurer Jim Chalmers handed down an updated 2022/23 Federal Budget, the first for the Albanese Labor Government. READ THE ENTIRE REPORT HERE>

HAVE YOU APPLIED FOR YOUR DIRECTORS ID? If you are a director of a company, you MUST apply for a Directors ID. Directors appointed on or before 31/10/21 have until the 30th of November 2022 to apply. If you intend on becoming a director, you must apply before being appointed. Click the link below to apply. https://www.abrs.gov.au/director-identification-number/apply-director-identification-number Company directors will face significant criminal and civil penalties if they [...]