Media

2010 Press Articles

New! Midwinter announces PlanBuilder – introduction of full plan capability.
Software unlocking adviser efficiency - Money Management, August 2010

New! Midwinter’s Matthew Esler describes to best decrease the time taken to produce advice.
Technology trifecta: transparency, productivity, profitability – Financial Planning, August 2010

Development of new TTRP strategy based on changes to the 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’s 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

FPA – Financial Planning Magazine – Software Special Marketing Teaser.
Justifying your advice with reasonable basis just got a whole lot easier – Financial Planning Magazine, 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 signs Alpha Group, Centric Wealth Advisers and Sentry Group.
More dealer groups join Midwinter’s Reasonable Basis stable – 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

Matthew Esler discusses how salary sacrifice can save thousands by taking advantage of early pensions.
Your Money Early Birds – The Bulletin / Newsweek, May 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 looks at the optimal net super contribution by taking advantage of the budget tax cuts.
Making Hay While The Co-Contribution Shines – The Weekend Australian, May 2007

Midwinter gains traction with Reasonable Basis.
New Super Software Starts to Make its Mark – Money Management, Dec 2006

IFA Education Article – What are the keys to providing super switching advice?
Ensuring Reasonable Basis for super switching advice – IFA Magazine, March 2007

Midwinter’s Compliance & Investment Philosophy

The underlying investment philosophy of Midwinter’s Reasonable Basis software is based on the CFA Institute’s Code of Ethics.
Code of Ethics and Standards of Professional Conduct – CFA Institute, 2005

Understanding the benefits and opportunities of utilising Reasonable Basis to optimise your client’s Transition to Retirement Strategy.
The Compelling Transitions Story – Midwinter Financial Services, 2007

Regulation & Best Practice

ASIC’s regulatory guide on super switching. This gives guidance on how ASIC interprets the law in regards to super switching.
Super switching advice: Questions and answers – ASIC, June 2005