On Tuesday evening, 9 May 2023, and after more than a decade, the federal Labor government delivered its first budget. Investment into cyber security was a feature and after several high-profile cyber-attacks in the past 12 months, it appears to remain at the...
Technology
Technology solutions for accounting and financial advisory firms
Work smarter with smart apps that work together
by Stan Corner | Oct 12, 2020 | Financial Services, Practice Management, Software Support, Technology, Workflow Management
Business Fitness & ATOmate are excited to announce their integration partnership, joining forces to eliminate the administrative burden of processing ATO documentation. The integration between Business Fitness’ document management platform, HowNow, and ATOmate...
Is Your Identity for Sale?
by Iain Enticott | Sep 24, 2020 | Client Management, Featured Articles, Financial Services, Technology, Technology Support
Have you ever wondered who controlled your genetic profile data and had access to your identity? It’s big business and a commodity that has recently been up for sale. In August 2020, private equity funds managed by Blackstone reached a definitive agreement to acquire...
Standardised, systemised, streamlined: key business processes you can and should be automating and digitising
by Brad Geelan | Sep 21, 2020 | Document Management, Featured Articles, Practice Management, Technology, Workflow Management
While 2020 has certainly thrown us a bit of a curve ball, now that Spring has sprung it’s a matter of weeks until you get a well-deserved break (hopefully!). However, just because the end of the year is in sight, doesn’t mean you should take your foot off the peddle;...
Common Scams during the COVID-19 Period
by Jon Melloy | Sep 11, 2020 | Financial Services, Practice Management, Software Support, Technology
Over $3,360,000 have been lost since the outbreak of COVID-19 (Scamwatch, 2020). The ‘new normal’ brought many challenges with it, and scammers and cyber criminals took full advantage of this new state of living. Here are the most common scams we have seen in the past...
How digital fact finds are revolutionising client onboarding
by Scott Brewster | Sep 11, 2020 | Financial Services, Technology, Workflow Management
The success of your financial advice practice hinges on its efficiency. The more clients you can assist to achieve their financial goals, the greater the cash flow to your business. Like many specialties in complex regulated industries, financial advisers have...
Three Tasks to Outsource
by Boobalan MAdhavan | Sep 9, 2020 | Featured Articles, Financial Services, Team Leadership, Technology, Workflow Management
No one ever said that running a business was easy, whether small or large. There are just so many different things you need to be thinking about at any given time. When you are a small business you may not have the resources to do it all yourself. Whether you are...