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  • Income tax case puts spotlight on professionals
    A Court of Appeal decision could open the floodgates for the Inland Revenue Department to prosecute professionals hiding behind company structures to avoid high personal...
    Polson Higgs tax partner Michael Turner called it the "most authoritative" decision regarding the use of structures that allowed professionals to be taxed at the lower...
  • Is this the defining moment?
    The potential implications of the Financial Service Providers (Pre-Implementation Adjustments) Bill
    On Friday 11 June, significant changes were announced relating to the Financial Service Providers (Pre-Implementation Adjustments) Bill. The majority of these changes is...
    It is fair to say that right now, there is a degree of confusion within the industry as corporates and individuals absorb this information, reassess their position and...
  • 2010 could be your year for growth
    What a year we are facing. The industry will undergo an unprecedented level of change, and for some advisers it will just be too much and they will choose to exit.
    However, for those advisers who we at Strategi have been working with in recent years, 2010 could be your year. Sure, you will have some challenges to face, but your...
  • Strategi Institute
    Professional development education for financial advisers
    The Strategi Institute is a natural complement to Strategi’s existing compliance, software and marketing services. It was established to provide professional development...
    It is our mission to become the most respected provider of financial adviser training, knowledge and support services in New Zealand.

    With the advent of the new...
  • Gearing up for the new code
    The Code Committee’s road show at the end of October 2009 contained the following key messages:
    Advisers cannot hide under the umbrella of a QFE to avoid scrutiny At the heart of the legislation is the protection of the consumer Authorised...
  • Thinkpiece
    Securities Commission setting realistic standards for Adviser competence
    David Greenslade of Strategi leads an industry debate on assessing realistic competency standards for qualifying financial adviser status.
    On 20 April 2009, the Securities Commission released their discussion document titled Staff paper on authorised financial adviser competence. This paper asked...
  • Make all your worries go away with Best Practices
    David Greenslade of Strategi leads an industry debate on assessing realistic competency standards for qualifying financial adviser status.
    Strategi ‘Best Practices’ is a proven process designed to ensure adviser practices understand, embrace and implement the necessary disciplines and processes to comply with...
  • Client education
    Retirement rethink
    As investors near retirement age, many are starting to realise they have not enough to fund the retirement they envisaged. Furthermore, the financial crisis has drawn a line...
    by David Greenslade

    The current world economic crisis has caused a massive destruction of wealth, and there is barely an investor who is immune. There are...
  • Business management
    Will your business survive these tough times?
    The Tough Times Toolkit equips your advisory practice or business with the necessary tools to handle the recession.
    In good times, businesses spend the majority of their efforts on revenue generating activities and often overlook how to drive efficiencies within the business. However,...
  • How to avoid regulation killing your business
    For a segment of the adviser industry, 2010 and the lead up to regulation could potentially kill their business.
    The advisers most at risk are those who:
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