Midwinter in the Media
2011 Press Articles
Midwinter launches new CPD solution
AdviserTECH tool offers advisers online CPD point system, Investor Daily, February 2012
Midwinter’s new online CPD approach, Money Management, February 2012
Staff movements at Midwinter, Peter Burns now Head of Distribution
Midwinter executive restructure, Financial Standard, November 2011
Midwinter restructures for future growth, Midwinter, November 2011
Midwinter releases inaugural Dealer Group survey
Dealer groups compete for planners, Financial Standard, September 2011
Dealer Groups on the hunt for financial planning practices, Money Management, September 2011
Midwinter’s 2011 Dealer Group survey, Midwinter, September 2011
Midwinter features strongly in latest Investment Trends 2011 Planner Technology Report
Software developers focus on simple financial advice, Money Management, September 2011
Planner software’s big five rated, Financial Standard, September 2011
Advisers across the country gathered at the 4th Annual Midwinter Roadshow to discuss strategic advice, portfolio management and how to demonstrate value to clients
Midwinter 4th Annual Adviser Roadshow, Financial Standard, 12 September 2011
Daniel Needham, Managing Director of Ibbotson Associates, presents his market outlook to 380 Sydney advisers at the 2011 Midwinter Roadshow
REITS, cash, equities the safe bet, Financial Standard, 2 September 2011
Midwinter rated #1 in overall satisfaction by its financial planner users for third consecutive year
Midwinter voted the planners choice, Financial Standard, August 2011
Midwinter’s Peter Burns clears up misconceptions regarding SMSFs & advice requirements
Client wishes don’t waive regulations, Investor Daily, July 2011
Gold Advisers transition from Xplan to Midwinter
Gold Financial switches software provider, AFR Asset Magazine, July 2011
AdviserTECH Planner Survey reveals sentiment toward ban on mortgage exit fees and draft regulations on SMSF collectables
Planners fear SMSF collectibles burden, Money Management, June 2011
New SMSF collectables rules to increase costs, InvestorDaily, June 2011
Midwinter’s AdviserTECH Planner Survey Results, June 2011
Midwinter outlines the year ahead
Midwinter takes on Coin, Xplan - Financial Standard, May 2011
Planners welcome lack of drastic changes in the 2011/12 Federal Budget
Midwinter surveys planners on budget - InvestorDaily, May 2011
Midwinter gauges adviser sentiment post budget - Money Management, May 2011
Razor gang? More like death of a thousand paper cuts…
Midwinter’s AdviserTECH 2011/12 Federal Budget Update – AdviserTECH, May 2011
Midwinter makes changes to Client Manager & Reasonable Basis in response to recently announced FOFA reforms
Midwinter makes software changes in response to FOFA – Money Management, May 2011
Midwinter’s Reasonable Basis updated to include new complex fee arrangements for AXA North
Midwinter software aligns with North – Money Management, April 2011
Midwinter ranks first for overall satisfaction by it’s financial planner users for second consecutive year according to 2010 Investment Trends Planner Technology Report
Midwinter leads in software satisfaction stakes - Money Management, February 2011
Midwinter technology favoured by planners - Risk Info Magazine, February 2011
Midwinter sweeps the pool - Midwinter Press Release, February 2011
2010 Press Articles
Midwinter’s acquires Zurich’s AdviserTECH
Midwinter buys Zurich’s AdviserTECH - Money Management, October 2010
Midwinter buys AdviserTECH – Risk Info Magazine, October 2010
Industry commentators on Midwinter’s gaining traction in the marketplace
New software tools headed your way – Money Management, November 2010
Midwinter’s new functionality ushers in fresh competition to full planning software
Planner software: bright ideas – Money Management, November 2010
Midwinter’s PlanBuilder decreases time taken to manually edit SOAs
New Software to Dramatically Reduce Time to Create SoAs – Risk Info Magazine, September 2010
Midwinter announces PlanBuilder – introduction of full plan capability
Software unlocking adviser efficiency - Money Management, August 2010
Midwinter’s Matthew Esler describes to best decrease the time taken to produce advice
Technology trifecta: transparency, productivity, profitability – Financial Planning, August 2010
New TTRP strategy based on changes to rules around the concessional contribution caps
Midwinter models potential TTR CC cap strategy – Money Management, May 2010
Midwinter ranked #1 by Investment Trends in financial planning software category
Research reveals planner’s software wishlist – Money Management, February 2010
Total Product Replacement released – pre-empts changes anticipated from Cooper Review.
New advice software reflects regulatory pressure – Money Management, March 2010
More advisers choose Midwinter over Visiplan according to InvestorDaily research
Frugality vs. Functionality – InvestorDaily, January 2010
2009 Press Articles
Midwinter’s Julian Plummer announces new software to assist superannuation funds in providing limited advice services and intra-fund advice
Online super now a reality – Money Management, November 2009
Midwinter lays claim to a portion of the advice software market. Midwinter has second highest penetration in dealer groups
Reformatting the financial planning software sector – Money Management, October 2009
Midwinter wins race to provide advisers with full product replacement capabilities with introduction of investment switching module
Midwinter to release investment switching module – Money Management, October 2009
Midwinter’s Matthew Esler discusses some of the issues facing regional financial planners
Regional planners speak up – Money Management, October 2009
Midwinter urges caution when hiring support staff with limited traditional financial planning experience
Planning practices employing tech-heads rather than experienced planners – Money Management, July 2009
Risk insurance capability added to Reasonable Basis
Midwinter adds insurance comparison module to software – Money Management, June 2009
Midwinter’s James Murphy announces the release of new super and pension strategies
Midwinter launches new pension switching strategy – Money Management, June 2009
Optimised TTR strategies more important than ever before as a result of Budget 2009
TTR strategies still active – Money Management, May 2009
Midwinter announces release of Gearing Manager risk tool
Software targets gearing risk – Money Management, February 2009
Midwinter enhances its software for self-managed super funds advisers with Cleardocs
Midwinter and Cleardocs form alliance – Super Review, February 2009
Midwinter’s Matthew Esler considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice
Recruitment: Get your practice back on the advice track – Money Management, February 2009
2008 Press Articles
New gearing software launched – Money Management, July 2008
The myth of integrated financial planning software
Software leads planning of the future – Financial Planning Magazine, October 2008
Midwinter’s James Murphy announces automatic upgrade enhancements to Reasonable Basis
Midwinter upgrades software – Money Management, December 2008
Midwinter bucks the recruitment trend – expands advice support team
Midwinter bolsters adviser support capability – Money Management, November 2008
Julian Plummer – Midwinter’s Managing Director offers advice to financial planners in dealing with today’s tough market conditions
Industry in damage control – Money Management, October 2008
Midwinter releases Reasonable Basis 2.0
Midwinter releases new version of Reasonable Basis – Money Management, September 2008
Midwinter launches the new Accumulate module at the 2008 Midwinter High Value Low Touch Advice Roadshow
New gearing software launched – Money Management, July 2008
Midwinter confirms appointments – Peter Burns and Bill Faraj join the team
Executive Appointments – Money Management, July 2008
Midwinter’s Matthew Esler discusses the budget changes to salary sacrificing into super
Payoff At Tax Time – The Australian, 28 May 2008
Midwinter sets the record straight on how software can help develop an adviser’s skills set
Hard questions about software – Money Management, June 2008
BT / Westpac announce platform exclusive with Midwinter
BT slashes SOA - Investor Daily, May 2008
BT Wrap gets wired into the E Generation – Money Management, May 2008
Midwinter’s Technical Basis team review the 2008 Budget
An absolute blunder 2008 Federal Budget Review – Opportunity Lost?
Julian Plummer announces new Midwinter technology at the 2008 SuperFunds Summit.
Software boosts super fund flows – Investor Daily, April 2009
Count Financial – Australia’s largest independently-owned network of financial planning accountants and advisers launch Midwinter’s Reasonable Basis and Back 2 Basis at their 2008 national professional development days
Counting on a software back up – Money Management, March 2008
Midwinter launches Back 2 Basis – an easy to use online application that changes the way product and strategy advice is generated
Midwinter taking advisers back to basics – Money Management, January 2008
2007 Press Articles
James Murphy – General Manager of Research & Compliance discusses how planners should satisfy their conduct and disclosure requirements under FSR when conducting a super switch
The right reasons to super switch” – Money Management, December 2007
Andrew McClelland – General Manager of Financial Planning outlines key super accumulation strategies to minimise client’s retirement savings gap
Taking super accumulation to the extreme – Technical Adviser FPA 2007 Conference Edition, November 2007
Midwinter launches Contribution Uplift module enabling advisers to determine the best mix of concessional and non-concessional contributions
Midwinter expands Reasonable Basis – Money Management, August 2007
Midwinter embraces the idea of making planners more mobile
On the road again – Money Management, August 2007
Midwinter’s Andrew McClelland offers tips on unlocking a super retirement for clients on low to middle incomes.
Toolbox – Using your tax cut to super effect – Money Management, July 2007
Midwinter launches RetireMax – a new module designed to find the right balance between an account-based pension and a term allocated pension (TAP)
Midwinter launches new planning tool – Money Management, July 2007
Julian Plummer considers the new role financial planning software should play in regulating the advice industry
Mapping a path to self regulation – Money Management, June 2007
Midwinter positions itself for the emerging duopoly in the financial planning software space
Meeting Demand or Missing the Mark? – Money Management, June 2007
Midwinter’s Matthew Esler shows why superannuation is the best game in town
Take advantage of the tax break – The Sun-Herald, June 2007
Midwinter Financial Services calls for a longer term solution
Budget super policy questioned – Investor Daily, May 2007
Esler joins team: Advance Asset Management’s Head of Technical joins Midwinter
Midwinter appoints Head of Tech – Investor Daily, May 2007
Midwinter gains traction with Reasonable Basis
New Super Software Starts to Make its Mark – Money Management, Dec 2006