Midwinter in the Media

2010 Press Articles

New! Midwinter ranked #1 by Investment Trends in financial planning software category.
Research reveals planner’s software wishlist – Money Management, February 2010

New! 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 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