Advisers must always act with knowledge, competence and skill in their dealings with clients. Replacing a financial product, even when it is clearly in the client’s interests, can be a higher-risk area for both you and your client. When it comes to recommending to a client a replacement KiwiSaver scheme what are the guidelines and […]

Alan Rafe has developed for the insurance sector and powerful research tool to enable you to match your client's risk needs with tailored product. Alan will be demonstrating how to document your advice and structure your Insurance Statement of Advice or Record of Advice to ensure you can robustly defend your recommendations and demonstrate how […]

Managing your tax can be easier when more integrated with your other business processes, and from April this year myIR will have improved online features to make this help you achieve this. Inland Revenue is delivering a transformation programme to make it simpler, more open and certain for New Zealanders to pay their taxes and receive their entitlements. This will also reduce the compliance costs to taxpayers and enable policy changes to be introduced more efficiently.

Best Practice Spotlight:  This is the second webcast in the series based on the research-data from the international collaboration lead by Capital Preferences of USA

Responsible and ethical investment has become a major part of the investment landscape across Australasia, with over half of all investments in Australia, and the vast majority in New Zealand, now being invested responsibly and ethically.