PDS rolls up by 42% since FY2017
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Not many people enjoy the PDS roll process. It’s ‘soul destroying’ as one client told us! But the damn things keep proliferating.
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Professional insights and industry observations, sharing our experience and expertise is at the heart of what we do.
Why you shouldn’t follow the pack when it comes to TMDs
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Learn why the safety in numbers approach won't help you reach the 5 October 2021 deadline for workable Target Market Determinations
Read MoreWhy ‘ask more questions’ is the wrong approach to DDO and what to do instead
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From 5 October 2021 financial product issuers will be required to take reasonable steps to ensure that their products end up in the hands of people who will benefit from them.
Read MorePainless processes for perfect PDSs
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How should super funds be thinking about PDSs? There are six components to success.
Read MoreHow to work from home without losing your mind!
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Nearly everyone I speak to is either already working from home or expecting to be given the instruction very soon.
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The monthly review – focusing on wins rather than gaps
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Instead of focusing on all the things I haven’t done yet, I instead focus on what I have achieved - in five bullet points!
Read MoreKey man risk in product disclosure management
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In the majority of companies there is often only one person who is across all the ins and outs of the PDSs. They get the job done with a minimum of fuss but what if they aren’t there when a PDS needs to be updated?
Read MoreNew year, new 5-4-3-2-1 plan
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It is one of those strangely numbered years. 2020. Have you set up your 2020 goals - or are you ditching your New Year resolutions? Try this instead.
Read MoreThings I’ve learnt recently…
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What it is with October and November being conference central? Anyway, the upside of that is I’ve learnt/relearnt (!) some interesting new things recently!
Read MoreSupport your team through adversity
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As the owner of a small business, you can’t just focus on your own stress and managing that, you also need to support your staff through all this change.
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