AdviserTECH

Monthly newsletter

Members of our AdviserTECH mailing receive free our AdviserTECH technical and strategy newsletter.

Midwinter’s AdviserTECH newsletter readership is over 8,000 advisers in dozens of dealer groups across Australia. AdviserTECH is an online technical manual designed to assist financial planners answer complex questions and develop their planning and strategy relating to superannuation, retirement, estate planning and other tax issues.

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The ultimate online technical resource for financial planners

Midwinter’s AdviserTECH will provide financial planners with easy access to the  key technical resources.

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  • Super Planner – includes contribution standards, SG contributions, contribution & tax issues, salary sacrifice, preservation standards, choice & portability, conditions of release, employment ETPs, overseas super,  pensions & annuities, capital gains tax, small business CGT, insurance & super, social security & super, and estate planning. Super planner also includes a Super & Family Law guide.
  • Quick Stats Guide – includes quick look up statistics for superannuation, taxation, social security, AWOTE and life tables and pension factors.
  • SMSF Planner – includes establishing a SMSF, investment standards, paying pensions from a SMSF, winding up a SMSF, planning issues, stamp duty issues, taxation and administration issues, estate planning issues and FAQs.
  • Taxation Planner – includes technical and strategy information on tax structuring (business, partnerships, discretionary trusts, companies and unit trusts), assessable income, imputation system, income tax – minors, personal tax offsets, capital gains tax, fringe benefits tax, residency, withholding tax, deductions and pre-payments, tax on insurance and related articles.
  • Insurance Planner – includes technical and strategy information on Life, TPD, Trauma, Income Protection (Total Salary Continuance), Whole of Life/Endowment/Insurance Bonds, Buy/Sell Agreements, Business Insurance, Children’s Insurance Policies and Insurance and super.
  • Social Security Planner– includes technical information and comprehensive analysis of Commonwealth Government Payments (Age Pension, Newstart Allowance, Disability Support Pensions, DVA Pension, Allowances and Payments), transitional arrangements, work bonus, concession cards, income and asset thresholds, residential aged care and social security strategies.
  • Estate Planner – includes technical information on wills and estate planning, intestacy, legal personal representative, powers of attorney, estate equalization, and letters of administration.
  • Legislative Update – What’s Law, What’s Pending and What’s Proposed that will be relevant to financial advisers and their clients.
  • Technical Articles – includes strategy papers, comparison guides and planning issues on a range of super, investment, tax, insurance, social security and estate planning areas.

The Midwinter AdviserTECH Team

Midwinter are the leaders in provision of quality product and strategy advice. We have recruited the best technical talent in the industry to ensure we keep our financial adviser clients abreast of the latest financial planning strategy and technical developments.

Technical Services Manager – Dimitri Diamantes

Dimitri was previously Senior Financial Planning Manager at NAB Financial Planning. Prior to that Dimitri was Head of Technical Services at Zurich Financial Services Australia and Technical Services Manager at Advance Asset Management (working alongside Matthew Esler). Dimitri has also been a financial planner with NAB Financial Planning.

Dimitri has over 10 years experience providing both verbal and written guidance to financial planners, accountants and risk specialists on issues relating to super, social security, taxation and SMSF legislation and identifying strategic opportunities arising out of that legislation.

Dimitri has a Bachelor of Laws, Bachelor of Financial Administration (Accounting), Advanced Diploma of Financial Services and is currently undertaking his CFP qualification.

The Midwinter AdviserTECH team can be contacted via AdviserTECH@midwinter.com.au.