What makes an advisers CVP compelling?

What makes an advisers CVP compelling?

The current environment is a great time for advisers to reset their business and hone their customer value proposition (CVP) so they are well positioned for opportunities going forward. Three advisers offered their insights on how they were positioning their business...
Franking credit sting for SMSFs

Franking credit sting for SMSFs

If the Labor Governments proposed legislation to limit the refunding of franking credits is passed, it will have a significant impact on retirement savings. According to Plato Investment Management’s managing director Dr Don Hamson, while the changes are aimed at...