As automation sweeps through the services sector, profitability is ever reliant on stream lining internal processes. Firms are under increasing pressure to drive their billable hours down to remain competitive and relevant. A key to this process is utilising the automation and single touch features of your practice management system. By reducing the time spent double handling a task, or incorrectly allocating client specific work, a firm can see profitability rise without the need to increase their client base.

On 1 July 2019, new laws, ‘Protecting Your Super’ come into effect. The intentions of the changes is to prevent balances being eroded by unnecessary fees and insurance premiums.

The Labor policy to deny the refund of franking credits for individuals and SMSFs has received a notable amount of media attention. However, it seems a lot of people do not understand the policy, so we thought we would take the time to explain it. 

The Royal Commission Report into Financial Services was recently released. The report detailed shocking examples of poor conduct in the financial services industry, significantly eroding the public’s trust.

At Adrians, we endeavour to seek out and implement emerging smart technologies that provide automation efficiencies, data clarity and easier access to business intelligence.