This week I wanted to let you know about RODO and how it is currently progressing.
RODO has proven to be very popular, with up to 25% of the SOAs written within the group using RODO in any given week. As well as being much quicker to write, the turnaround times for SOA reviews are shorter for these SOAs and users are very happy with them.
We are about to release an updated version of RODO which will include some graphs and also will allow you to do a single SOA for risk insurances for a couple client. You will still be free to do separate SOAs for each member of the couple if you wish, but can combine the SOAs into a single document if that is what you prefer.
To allow us to update RODO, we have scheduled for it to be off line on Sunday September 18 between noon and 2pm (Melbourne time).
[UPDATE: RODO WITH SUPER (‘SUPER RODO’) WAS RELEASED IN DECEMBER 2016. IT ALLOWS ADVISERS TO QUICKLY AND EASILY PREPARE SOAs FOR RISK AND/OR SUPERANNUATION STRATEGIES. THE SOA CAN BE WRITTEN IN TEN MINUTES.]
Medical tax advice
One service that you are welcome to advertise as being offered through your practice is financial services for medical practitioners. This includes all aspects of financial advice, as well as tax services. Your ‘staff member’ for this service can actually be Terry McMaster – as you can see here: http://www.shanleyfinancial.com.au/team/. Terry is well known throughout the Australian medical industry, and so this inclusion will bring some recognition for potential clients from that industry.
These are undoubtedly our main focus at the moment. Vincent has hit the ground running and is turning out some really good stuff. Have a look at http://www.shanleyfinancial.com.au/ which went live today.
Remember, we can do websites and have them up and going right now. Simply complete the order form here: http://aces.dover.com.au/get-started/.
All websites come with a simple button on relevant pages that will allow you to instantly share pages from your website on Facebook and other social media. You can see how it works (and like the page) here: http://www.southcitybrokers.com.au/2016/09/08/25-years-of-economic-growth/
This week’s blog
This week’s blog article builds on some recent research that we came across that shows that most people will be forced to rely on little more than aged pension in retirement. It is critical that younger people do at least a little bit more to finance their future retirement, to ensure that the aged pension is not ‘as good as it gets.’ Because the aged pension is not very good.
This is the kind of article that will be published each week on the ACES websites.