Ensombl Advice Australia

Ensombl
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Jul 4, 2021 • 3min

5 JUL 21 - Monday Market Highlights

Today we cover the inflation data from The ISM Manufacturing Index in the US, unemployment in Australia, IDP Education, Telstra, Tuesday's RBA meeting and OPEC discussion delays. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 30, 2021 • 42min

SMSF Series #4 - Allister Sutherland

Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks about his process for property purchases for SMSFs, and how the set-up is the most critical part of the process. Allister Sutherland XY: https://www1.xyadviser.com/members/2217902 LinkedIn: https://www.linkedin.com/in/allister-sutherland-cta-ssa%E2%84%A2-0351413b/ Player Hall Website: https://www.playerhall.com/ Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 28, 2021 • 51min

SMSF Series #3 - Aaron Dunn

Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and documents built by active SMSF specialists. Aaron discusses his recent research into the future of SMSF and how practitioners are actually serving their clients. Aaron Dunn XY: https://www1.xyadviser.com/members/4574606 Smarter SMSF Website: https://smartersmsf.com/ Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 23, 2021 • 43min

SMSF Series #2 - Tracey Scotchbrook

Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have a collaborative relationship when dealing with SMSFs, and the true costs of running an SMSF. Tracey Scotchbrook LinkedIn: https://www.linkedin.com/in/traceyscotchbrook/ SMSF Association Website: https://www.smsfassociation.com/ SMSF Connect: https://smsfconnect.com/ Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 21, 2021 • 52min

SMSF Series #1 - Shelley Banton

Shelley is the Head of Education at ASF Audits, one of Australia's largest independent SMSF Auditors. She joins Fraser to discuss what happens during an audit, and what the pain points are. Shelley Banton LinkedIn: https://www.linkedin.com/in/shelley-banton-0a903a17/ ASF Audits Website: https://asfaudits.com.au/ Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 16, 2021 • 46min

Deeper Client Relationships at Scale #5 - Karolina Kuszyk

In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series. Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au myprosperity Website: https://www.myprosperity.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 16, 2021 • 1h 2min

Deeper Client Relationships at Scale #4 - Caren Hendrie

Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology. Caren Hendrie LinkedIn: https://www.linkedin.com/in/caren-hendrie-business/?originalSubdomain=au The Hendrie Group Website: https://www.hendrie.com.au/ The Business Growth Group: https://www.facebook.com/businessgrowthgroup Join the #1 client portal for advisers. Find out more at In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity. Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series. Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au myprosperity Website: https://www.myprosperity.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 16, 2021 • 49min

Deeper Client Relationships at Scale #3 - Andy Fenton

Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can't manage what you can't measure. Andy Fenton LinkedIn: https://www.linkedin.com/in/mrandrewfenton/?originalSubdomain=au Fenton Financial Website: https://fentonfinancial.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 16, 2021 • 30min

Deeper Client Relationships at Scale #2 - Nicole Stuart

Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies. Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden. Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/ King Financial Group Website: https://www.kfgroup.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
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Jun 16, 2021 • 38min

Deeper Client Relationships at Scale #1 - Conrad Francis

Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients. Conrad Francis LinkedIn: https://www.linkedin.com/in/conradfrancis/?originalSubdomain=au Inspired Money Website: https://inspiredmoney.com.au/ Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

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