‘Why are fund managers reluctant to discuss Voice referendum?’ - Money Management

Engaging the super fund member from below the water’ - Investment Magazine

‘Super funds face enormous capacity constraints, says industry professional’ - Investor Daily

‘Definite possibility’ of no government action on QA - Independent Financial Adviser

“Don’t follow the pack on TMDs” Financial Standard Advice 26 February 2021

“Painless processes for perfect PDS” Super Funds 3 April 2020

“How to work from home without losing your mind” AIST Super Talk 17 March 2020

“How to hire well (or at least increase your chances)” Professional Planner 10 March 2020

“The monthly review – focusing on wins rather than gaps” Professional Planner 25 February 2020

New year, new 5-4-3-2-1 plan” Professional Planner 16 January 2020

“How personality tests add value in advice” Financial Standard 21 November 2019

“Less stuff, more positive outcomes” Professional Planner 8 November 2019 

Client Experience Workshop comes to Melbourne” ifa, 9 October 2019

“What to do with an under-performing staff member” Professional Planner 8 October 2019

“Who should REALLY see a financial planner?” - Financial Standard, 4 October 2019

“Support your team through adversity” Professional Planner 21 August 2019

Celebrate wins, even if they are small” Professional Planner 12 July 2019

“The hard thing about hard things” Professional Planner 27 June 2019

“Fintech boom has consumers reaping the benefits” The New Daily 16 June 2019

“Will mortgages and advice ever work at a group level?” Investor Daily 7 June 2019

“Compliance culture must start with ‘why?’” Investor Daily 31 May 2019

“Investor Daily Live - Full disclosure: It pays to get it right” Investor Daily Webcast 30 May 2019

“Where we’re going wrong with client onboarding” Professional Planner 20 May 2019

“Marketing is a team sport” Professional Planner 2 May 2019

“Zen and the art of making a worry list” Professional Planner 18 April 2019

“Make your one-on-one staff meetings count” Professional Planner 26 March 2019

“Adviser exodus due to FASEA ‘overstated’, consultant says” Independent Financial Adviser 6 March 2019

“Tech implementation: tips for maximising ROI“ Professional Planner 24 Feb 2019

“FASEA ‘another nail in the coffin’ for limited licensing“ SMSF Adviser 18 Feb 2019

“You’re not ready to buy new tech yet” Professional Planner 7 Feb 2019

“Your client data - who has access?” IFA 3 Dec 2018

Why technology is not just for lower net-worth clients” Adviser Innovation 13 Sept 2018

“Accountants’ exemption revival lobby in the works” Accountants Daily 6 Aug 2018

“Software boss gathers lobby to revive accountants exemption” SMSF Adviser 3 Aug 2018

“CPA ‘vanity project’ spotlights accountant, licensee frictions” Accountants Daily 25 Jul 2018

“CPA Advice fallout sees accountants scramble to stay compliant” SMSF Adviser 23 Jul 2018

"How to keep FOS happy with your PDS" Investor Daily 26 Jun 2018

"A different approach to EOFY stress" Accountants Daily 22 Jun 2018

"FASEA standards tempt financial advisers to tax advice" Accountants Daily 11 Mar 2018

"ATO issues fresh robo-advice warming to SMSF professionals" SMSF Adviser 1 Mar 2018

“Why change is so difficult” SMSF Adviser 25 Jan 2018

"Pushing for change 'horribly underestimated' in accounting, consultant finds" Accountants Daily  22 Jan 2018

"Accountants failing to take own advice" My Business 9 Jan 2018

"Pattern in firm sell-offs leaves consultant 'gobsmacked'" Accountants Daily 4 Jan 2018

"Business owners forgoing sale of practice" SMSF Adviser 3 Jan 2018

"Clean handover’ critical for sale of client book" SMSF Adviser 29 Dec 2017

"Accounting firm market sees uptick in buyers" SMSF Adviser 27 Dec 2017

"Supply, demand patterns for firms creates interesting dynamic" Accountants Daily 27 Dec 2017

"Ditching timesheets likened to flying blind" Accountants Daily 15 Nov 2017

"Seizing opportunity when onboarding new clients" SMSF Adviser 8 Sept 2017

"New system to streamline PDS production" Financial Observer 16 Aug 2017

"New service to ‘de-risk’ PDS creation" Investor Daily 15 Aug 2017

"PODCAST: How to tackle value pricing and marketing" Accountants Daily 11 Aug 2017

"Don’t fear ‘magic stuff,’ consultant says" Accountants Daily 24 Jul 2017

"'Too much emphasis on price' in software, accountants told" Accountants Daily 20 Jul 2017

"ASIC on the home stretch with accountants' licences" Accountants Daily 10 Jul 2017

"Apathy is the enemy": Q&A with Sarah Penn of Mayflower Consulting" Industry Moves June 2017

"Big dealer groups tipped to exit limited licensing" SMSF Adviser 27 June 2017

"Why there’s no easy approach to marketing" SMSF Adviser 23 June 2017

"Consultancy firm predicts low take-up of SMSF robo-advice" SMSF Adviser 22 June 2017

"Unpopular accountants’ licence tipped for chopping block" Accountants Daily 19 June 2017

"ASIC tipped to bin limited AFSLs" SMSF Adviser 19 June 2017

"Consultant calls ‘rubbish’ on accounting doomsayers" Public Accountant 28 April 2017

"Why there is no such thing as “3 easy steps to revolutionise your marketing” Public Accountant 21 April 2017

"Surveys underused as new Business Tool" Self Managed Super 27 Mar 2017

"SMSF sector suffering from lack of fintech development" SMSF Adviser 17 Mar 2017

"SMSF firms in high demand from buyers" SMSF Adviser 13 Mar 2017

"SMSF industry makes moves to adopt mobile applications" SMSF Adviser 10 Mar 2017

"Re-thinking your fee models" Public Accountant 22 December 2016

"Who does tech best?" Accountants Daily 28 Nov 2016

"Real need for accountants to ramp up sales expertise" Accountants Daily 21 Nov 2016

"How to price your services in a digital age"  Accountants Daily 30 Nov 2016

"Top Tips for Refreshing your Website" "SMSF Adviser Oct 2016

"Accountants pushed on fee shakeup to avoid nails in coffin" Accountants Daily 28 Sept 2016

"Tools for dealing with people problems" SMSF Adviser Sept 2016

"Risks flagged with new automated SMSF products" SMSF Adviser July 2016

"Improving your time management" SMSF Adviser 29 July 2016

"How to advise clients in uncertain times" Public Accountant 30 June 2016

"Advising clients in times of uncertainty" SMSF Adviser June 2016

"Limited licence takes hit following budget" SMSF Adviser May 2016

"What does the budget mean for your business strategy?" SMSF Adviser May 2016

"Limited licence takes hit following budget" SMSF Adviser 16 May 2016

"Six marketing mistakes SMSF practices should avoid" SMSF Adviser April 2016

"ASIC reports spike in licences withdrawn, rejected" SMSF Adviser 8 April 2016

"Avoiding sure-fire ways to damage productivity" SMSF Adviser March 2016

"SMSF insurance failures a litigation risk, advisers warned" SMSF Adviser January 2016

"Accountants 'caught short' with licensing" Accountants Daily January 2016

"Fence-sitters ‘caught short’ with licensing" SMSF Adviser December 2015

"Social media and your SMSF practice" SMSF Adviser 6 Nov 2015

"Getting your marketing on target" SMSF Adviser October 2015

"Attention to detail key to referral arrangements" Self Managed Super September 2015

"SMSF practices warned on common marketing failures" SMSF Adviser September 2015

"Consultant flags untapped opportunity for larger SMSF firms" SMSF Adviser 27 Jul 2015

"Can’t be ‘half pregnant’ with SMSFs, says former Macquarie director" SMSF Adviser July 2015

"The Accounting Practice of the Future" FS Super June 2015

"SMSFs tipped as key driver of CPA’s advice move" SMSF Adviser 9 June 2015

"Accountants cautioned on dealer groups' motives" SMSF Adviser 27 April 2015

"Technology as servant, service as king" Financial Standard magazine 20 April 2015

"Big changes coming for the Accounting Industry" SuperFund Wholesale 14 April 2015

"Automation key for staff retention" Accountants Daily 20 Feb 2015

"SMSF Accountants must evolve" Self Managed Super 19 Feb 2015

"New world challenges for SMSF advisers" Professional Planner 19 Feb 2015

"IT integration key to successful accounting" Money Management 19 Feb 2015

"Changing role of accountants" Self Managed Super 18 Feb 2015

"Institutions need to avoid packaging in SMSF" Self Managed Super 9 Feb 2015