News and views

The latest from Midwinter HQ – press articles, blog posts and other valuable content.

For all media inquiries, please contact:

Deborah Dalziel
Marketing Manager
Midwinter Financial Services
Telephone: 1300 882 938

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Midwinter appoints CEO off the back of consistent growth 

Midwinter appoints new chief executiveFinancial Standard, February, 2019
Midwinter brings in new CEO – ifa, February, 2019
Midwinter appoints CEOAdviser Voice, February, 2019 
New CEO announced for Midwinter Investor Daily, February, 2019
The visionary and the master persuader – Q and A with Midwinter’s Julian Plummer and Jeff HallIndustry Moves, February, 2019
Australian based financial advice technology provider Midwinter Financial Services appoints CEOAustralian FinTech, February 2019
Tech provider brings on new CEO – Fintech Business, February 2019

Our MD – Julian Plummer lists the important things you need to be asking your technology providers when building your tech stack 

Here are the questions you need to be asking your software providers – Fintech Business, January 2019
What you need to be asking your software providers ifa, February 2019
What you need to be asking your software providers – Adviser Innovation, February 2019


Midwinter announces technology partnership with BUSSQ and Skylight Financial Solutions 

Midwinter partners with superfundMoney Management, December, 2018
Midwinter brings on superfund with advice armifa, December, 2018 
Midwinter announces technology partnership with BUSSQ and Skylight Financial SolutionsAdviserVoice, December, 2018
Midwinter partners with superfund Super Review, December, 2018
Industry fund finds new advice tech partnerFinancial Standard, December 2018
Midwinter announces technology partnership with BUSSQ and Skylight Financial Solutions – Australian Fintech, December, 2018
Midwinter teams up with new tech partner Fintech Business, December, 2018

Our Managing Director, Julian Plummer speaks with Jack Derwin from Your Money about all things Crypto, Bitcoin and the Blockchain

Is the cryptocurrency craze over?Your Money, September 2018

Midwinter announces its integration with Class

Midwinter integrates with SMSF software firm ifa, September 2018
Midwinter Financial Services integrates with ClassMoney Management, September 2018
Midwinter Financial to integrate with ClassSuper Review, September 2018
Midwinter integrates with Class Adviser Voice, September, 2018
Midwinter integrates with Class SMS Magazine, September, 2018
Open APIs old news: MidwinterFinancial Standard, September, 2018
Midwinter integrates with class – Australian Fintech, September, 2018

Our Managing Director Julian Plummer spoke with Netwealth about scaled advice and how it’s helping more Australians understand the benefits of advice, whilst providing them with advice that is accessible and affordable.

Understanding Scaled AdviceNetwealth, July 2018
Scale up your practice with Scaled AdviceNetwealth, July 2018

Financial Standard Paraplanning feature 

Financial Standard Paraplanning Feature June 2018

Midwinter to delivery technology services to Suncorp Advice

Midwinter to deliver technology services for Suncorp AdviceAdviser Voice, May 2018
Suncorp Advice enters deal with Midwinter – ifa, May 2018
Midwinter delivers technology to Suncorp Advice – Australian FinTech, May 2018
Wealth manager reviews software provider – Financial Standard, May 2018
Midwinter inks advice deal with Suncorp – Adviser Innovation, May 2018

Our Brand Manager  – Naomi Christopher, shares her thoughts on International Women’s Day in ifa

Unity on Division on IWD –  ifa, March 2018


Our Managing Director – Julian Plummer explains in Financial Observer why now more than ever, financial planners need to be wary of cyber crime

Opinion: Black hats fuel planning emergency – Financial Observer November 2017

Midwinter and Practifi form tech partnership

Midwinter and PractiFI announce integrationifa, October 2017
Midwinter and PractiFI integrate to provide advisers with world class business management systemAdviser Voice, October 2017
Midwinter partners with business management platformFinancial Standard, October 2017
Midwinter & PractiFI integrate to provide advisers with world class business management system Australian Fintech, October 2017
PractiFI, Midwinter in software partnershipFinancial Observer, October 2017
Software, fintech firms team up for advisers, accountants Accountants Daily, October 2017

Managing Director of Midwinter – Julian Plummer undertakes live hack at the National AFA Conference 

Advisers a honey pot for cyber criminals ifa, October 2017
Midwinter performs live hack at AFA conferenceAdviser Innovation, October 2017

A government-mandated requirement for banks to make their customer data available to third-party applications would allow advisers to make better and faster decisions, according to Midwinter.

Open data a good opportunity for advisersifa, October 2017

Midwinter appoints Edward Li as Head of Cyber Security 

Midwinter appoints Head of Cyber SecurityIndustry Moves, July 2017

Midwinter launches Kamino Cyber Security Services 

Midwinter launches cyber security tool for advisersifa, July 2017
Planners and accountants in risk of forgetting cyber risksMoney Management, July 2017
Midwinter unveils cyber security toolInvestor Daily, July, 2017
Midwinter launches Kamino – cyber security service for advisers and accountants Adviser Voice, July 2017
Fintech, banking execs lead new security service for accountants Accountants Daily, July 2017
Midwinter recruits to strengthen cyber security strategy Financial Standard, July 2017
Advisers should be on guard over hacking riskFinancial Observer, July 2017
Midwinter launches Kamino – cyber security service for advisers and accountantsAustralian FinTech, July 2017

Mobile is killing the desktop starFinancial Standard, June 2017
Financial adviser fear of technological disruption is being replaced by a constructive atmosphere that was on display at the Adviser Innovation Summits, our Brand Manager Naomi Christopher explains –

Taking the tech bull by the horns ifa, June 2017

Midwinter leverages the gamification of superannuation to release consumer facing calculators 

Midwinter launches new calculator for advisers – ifa, May 2017
Midwinter announces new ‘off the shelf’ calculators – Adviser Innovation, May 2017
Midwinter releases superannuation calculators – SMSF Adviser, May 2017
AdviceOS calculators tap into gamification – Financial Observer, May 2017
Midwinter tackles super and advice sector’s ‘plague of inconsistency’ – Money Management, May 2017
Midwinter leverages off the gamification of superannuation to develop consumer facing calculators Adviser Voice, May 2017
Midwinter unveils new financial tool – Financial Standard, May 2017
Midwinter looks to gamify superInvestor Daily, May 2017

Midwinter adds Omnium to its growing fintech ecosystem

Midwinter Omnium tie up, delivers on choice – Financial Observer, March 2017
Midwinter adds Omnium to its FinTech ecosystem – Adviser Voice, March 2017
Midwinter adds risk advice software integrationifa, March 2017
Midwinter adds FinTech partnerFinancial Standard, March 2017
Aus Fintech adds Omnium integration Risk Adviser, March 2017
Midwinter adds Omnium to its FinTech ecosystem Australian FinTech, March 2017

Midwinter wins Software Innovator of the Year and Fintech Business Excellence Company Award of the Year at the 2107 Fintech Business Awards

Midwinter wins top fintech awardifa, February 2017 
Fintech Business award winners revealedInvestor Daily, February 2017
Fintech Business awards 2017 winners revealedFintech Business, February 2017
Fintech Business awards 2017 winners revealedAustralian Fintech, February 2017

What’s in store for FinTech in 2017? Julian Plummer shares his predictions

What’s in store for FinTech in 2017? – Adviser Innovation, February 2017

Midwinter’s Digital and Social Media Survey Report

Reputational risk still a determining factor for advisers when it comes to Social Media according to research carried out by Midwinter and Jenesis Consulting

Compliance fears limiting social media useFinancial Observer, February 2017
IFAs lag aligned advisers on digital strategy ifa, February 2017
Reputation risk hinders adviser social media use Money Management, February 2017
Midwinter : Reputational risk still a determining factor for advisers when it comes to Social MediaAustralian FinTech, February 2017
Digital and Social Media within the Australian Advice Industry – AdviserVoice, February 2017

Our Brand Manager – Naomi Christopher explains why now more than ever FinTech companies need to come to the integration party in ifa –

The end of end to end

Managing Director Julian Plummer speaks with Financial Observer about his predictions for FinTech in 2017 –

Feature: Technology in 2017Financial Observer, January 2017

Managing Director of Midwinter – Julian Plummer sits down with Jake Moeller from Thomson Reuters to discuss the future of FinTech, APIs and data led decisions for their global podcast –

Thomson Reuters Podcast on FinTech Innovation – Julian Plummer Managing Director of Midwinter – January 2017 


Midwinter partners with REST to provide it’s 1.9 million members with digital advice

Midwinter lands advice deal with RESTifa, December 2016
Aussie first advice service launched by a major super fundNest Egg, December 2016
REST launched online financial advice Financial Standard, December 2016
Millennial superannuation customer numbers surge thanks to technology – NEWS, December 2016
Midwinter announced ‘mobile first’ deal with RESTAdviser Innovation, December 2016
REST’s industry-first online super advice product gives members ‘mobile first’ access to personalised financial adviceAustralian FinTech, December 2016 
New industry fund move – a ‘competitive threat to SMSFs’ SMSF Adviser, December 2016 
REST’s industry-first online super advice product gives members ‘mobile first’ access to personalised financial advice Professional Planner, December 2016
REST, Midwinter unveil new advice portal – Financial Observer, December 2016

Our Managing Director Julian Plummer shares his insight into how accountants can guard themselves against cyber threats –

Tips for accountants to manage cyber security threatsAccountants Daily, December 2016 

Midwinter partners with CBUS for Advice over the phone

Cbus, Midwinter hook up for telephone advice Financial Observer, October 2016
Cbus partners with Midwinter for Advice over the phoneProfessional Planner, October 2016
Cbus partners for phone based advice Financial Standard, October 2016
Cbus to launch new advice offering next weekifa, October 2016

Midwinter appoints Salvador Saiz to Head of Institutional Growth

Midwinter recruits ex Rice Warner consultant Salvador Saiz Adviser Voice, October 2016
Midwinter hires Saiz as insto headFinancial Observer, October 2016
Rice Warner consultant moves to MidwinterMoney Management, October 2016
Midwinter appoints former Rice Warner consultantIndustry Moves, October 2016
Midwinter recruties ex Rice Warner consultant Salvador SaizProfessional Planner, October 2016
Midwinter targets superannuation market with new hireifa, October 2016
Midwinter makes strategic appointment Financial Standard, October 2016
Midwinter hires Head of Institutional GrowthInvestor Daily, October 2016

Midwinter announced integration with Investment Link Real Time

Midwinter channels new data services for ‘holistic’ approach Money Management, October 2016
Midwinter extends partnershipFinancial Standard, October 2016
Major fintech partners with independent data firmifa, October 2016
InvestmentLink, Midwinter unveil integrationFinancial Observer, October 2016
InvestmentLink provides Midwinter advisers with access to Real Time dataAustralian FinTech, October 2016

Midwinter’s Naomi Christopher and SuiteBox’s Andy Marshal mull over the onset of virtual advice

What does the future of advice look like? The onset of virtual adviceAdviser Voice, October 2016

Key learnings from Silicon Valley

What we can learn from Google, Yodlee and Silicon Valley Adviser Voice, September 2016

Midwinter announces participation in the IP Thought Leadership study tour 

Why we’re fintreking to Silicon ValleyAdviser Voice, August 2016

Our Managing Director – Julian Plummer explains how financial advisers can shield themselves against cyber security threats 

What LinkedIn’s latest hack means for financial advisersRisk Adviser, August 2016

Brett Evans from Atlas Wealth (Midwinter user) speaks to International Adviser magazine about the work he has been doing with Australian expats and how technology and social media have enabled him to deliver financial planning and advice to expats in any country

Global Village International Adviser, July 2016

Julian Plummer – opinion piece

Software drives industry regenerationFinancial Observer, July 2016

Our managing director Julian Plummer is named in KPMG’s top twenty most influential CEOs on social media 

Tweeting from the TopAFR, July 2016

Robo Advice Feature

Robo-Advice Feature – Automated Advice FeasibilitySMSF Magazine – June 2016

Midwinter’s Managing Director, Julian Plummer speaks about Robo Advice at the King and Wood Mallesons Wealth Management Series 

Complexity still a hurdle for Robo-Advisers Financial Observer, June 2016

Midwinter launches digital training portal – ‘The Midwinter Academy’

Scenario, strategy advice takes centre stageFinancial Observer, June 2016
Midwinter launches online training portalFinancial Standard, June 2016
Midwinter paves digital training path Money Management, June 2016
Midwinter paves digital training path, launches ‘Midwinter Academy’Professional Planner, June 2016
Midwinter training portal to ease software transition processifa, June 2016
Midwinter paves digital training path, launches ‘Midwinter Academy’Adviser Voice, June 2016

Midwinter & SuiteBox launch integrated solution 

Midwinter and Suitebox solve FoFA opt-in headache for advisersAdviser Voice, May 2016
Midwinter and Suitebox solve opt-in issueMoney Management, May 2016|
Midwinter and SuiteBox solve FoFA opt-in headache for advisersProfessional Planner, May 2016
Midwinter, SuiteBox provide opt-in solutionFinancial Observer, May 2016
Opt-in headache given mobile relief Financial Standard, May 2016
Software partnership addresses opt-in issue ifa, May 2016

Midwinter conducts planner survey on the proposed changes to Superannuation in the 2016 Federal Budget

Midwinter Federal Budget 2016 survey results report

Planners lash out against 2016’s Federal BudgetAdviser Voice, May 2016
Budget gets negative planner response Money Management, May 2016
Budget super outcomes ‘a disgrace’: planners – Financial Observer, May 2016
Advisers not impressed with Budget changes Financial Standard, May 2016
Planners lash out against 2016’s Federal BudgetProfessional Planner, May 2016

Our Managing Director Julian Plummer shares his views on scaled advice 

Movers and shakers in scaled adviceMoney Management, April, 2016

Midwinter teams up with Licensing for Accountants to provide a technology solution for limited license holders 

Midwinter develops solution for limited AFSL holders – ifa, April 2016
Midwinter partners with Licensing for AccountantsMoney Management, April 2016
New service launched for accountants seeking licensesSMSF Adviser, April 2016
Midwinter launches limited advice techSelf Managed Super, April 2016
Midwinter partners with Licensing for AccountantsFinancial Standard, April 2016 
Software provider reveals accountant partnershipAccountants Daily, April 2016
Midwinter provides technology solution for limited license accountantsProfessional Planner, April 2016
Midwinter partners with Licensing for Accountants to provide technology and advice solution for accountantsAdviser Voice, April 2015

Midwinter’s more cohesive approach to Robo-advice places advisers as the centre of their financial universe

Robo-advice needs genuine interaction: MidwinterMoney Management, March 2016
Robo-advice needs genuine interaction: Midwinter FST Media, March 2016

Midwinter appoints Helen Thom to Head of Distribution and expands its sales and support team

Midwinter expands team for robo-rolloutFinancial Observer, January 2016
Midwinter appoints new head of distributionProfessional Planner, January 2016
Midwinter names distribution head, positions for growthAdviser Innovation, January 2016
Midwinter names new distribution head, prepares for growthifa, January 2016
Midwinter appoints new head of distributionMoney Management, January 2016
Midwinter appoints new head of distributionAdviser Voice, January 2016
Midwinter appoints head of distributionIndustry Moves, January 2016
Midwinter expands with new distribution headFinancial Standard, January 2016

Midwinter is awarded ISO security certification

Rise in data theft opens the door for FinTechifa, January 2016
Complacency breeds failure. Only the paranoid survive Professional Planner, January 2016
Information Security a key driver in FinTech for 2016FST Media, January 2016
Information Security priority for 2016 – Money Management – Money Management, January 2016
Complacency breeds failure. Only the paranoid survive Adviser Voice, January 2016


Midwinter boosts the insurance modelling capability of AdviceOS

Midwinter enhances AdviceOS insurance capabilitiesifa, December 2015
Midwinter prepares for LIF with AdviceOS upgrade – Money Management, December 2015
Midwinter enhances software in light of LIF– Financial Observer, December 2015
Midwinter boosts insurance modelling capacity of AdviceOSAdviser Voice, December 2015
Midwinter upgrades AdviceOS insurance capabilitiesAdviser Innovation, December 2015
Midwinter enhances life insurance offering – Risk Info, December 2015

Midwinter announces robo-advice solution expected release 

Midwinter to launch robo offering in Q1Financial Observer, November 2015

Midwinter beefs up its digital advice team ahead of expected product release 

Midwinter nabs ex-Decimal manager ahead of product launchifa, November 2015
Midwinter nabs ex-Decimal executiveAdviser Innovation, November, 2015
Midwinter beefs up digital advice team ahead of expected product releaseProfessional Planner, November 2015
Midwinter beefs up digital advice team ahead of expected product release – Adviser Voice, November 2015
Midwinter makes hire ahead of product launchFinancial Standard, November 2015
Midwinter appoints Senior BDM – Enterprise – Industry moves, November 2015

Midwinter announces its integration with SuiteBox

Midwinter to offer virtual advice via SuiteBox integrationifa, November 2015
Midwinter, Suitebox to deliver efficiencyFinancial Observer, November 2015
Virtual advice to help regional plannersMoney Management, November 2015
Midwinter to offer virtual advice through SuitebBoxAdviser Innovation, November 2015
Midwinter integrates with Suitebox, provides users with virtual advice offeringProfessional Planner, November 2015
Midwinter and SuiteBox integrateAdviser Voice, November 2015

Midwinter establishes software partnership with Wealth Today

Wealth Today integrates Midwinter softwareAdviser Innovation, October 2015
Wealth Today to integrate Midwinter software – ifa, October 2015

State Super re-brands to StatePlus as part of its digital transformation project

SSFS rebrands, launches digital advice, Financial Standard, October 2015
State Super FS rebrands, mulls business expansion, ifa, October 2015

Midwinter opens offices in Melbourne, appoints Justin Labruna as Victoria State Manager

Midwinter expands to Melbourne, appoints a new head, ifa, October 2015
Midwinter expands into Melbourne, Adviser Innovation, October 2015
Midwinter appoints State Manager for new Melbourne office, Industry Moves, October 2015
Midwinter opens Melbourne office, Money Management, October 2015

Midwinter announces event partnership with XY Adviser 

XY cohort collaborates to share advice, financial observer, October 2015

Midwinter offers the Dover Financial Adviser network competitive pricing package 

Dover signs with Midwinter for advice expansion, Money Management, September 2015
Midwinter, Dover forge tech partnership, Financial Observer, September 2015
Dover signs agreement with Midwinter, Adviser Innovation, September 2015
Dover strikes a deal with Midwinter, ifa, September 2015
Midwinter offers Dover competitive pricing package, September 2015

Why Midwinter was chosen as part of State Super’s Future Operating Model project 

From the SSFS playbook – If it ain’t broke don’t fix it, Professional Planner, September 2015

CommSec datafeeds now flowing through Midwinter’s AdviceOS

Midwinter integrates with CommSec Adviser Services, Financial Observer, September 2015

Merit Wealth pens exclusive software agreement with Midwinter

Boutique firm rolls out Midwinter software, ifa, August 2015
Midwinter partners with Merit Wealth Financial Services, Money Management, August 2015
Merit Wealth announces exclusive software agreement, Accountants Daily, August 2015
Midwinter strikes deal with Merit Wealth, Financial Observer, August 2015

Midwinter announces partnership with SSFS as part of their $50 million dollar transformation project 

Midwinter partners with SSFS, moves further into digital advice, ifa, August 2015
SSFS engages Midwinter for cloud overhaulMoney Management, August 2015
SSFS starts expansion via cloud platform, Super Review, August 2015
Midwinter partners with SSFS, Professional Planner, August 2015
Midwinter partners with State Super Financial Services, Adviser Innovation, August 2015
Advice Licensee uses tech to bypass paraplanning, Financial Standard, August 2015

Our Managing Director – Julian Plummer explains in ifa why the introduction of ‘Digital’ is actually imperative to the longevity of financial advice –

Let’s get digital, ifa, August 2015

Executive Director and Head of Technology at Midwinter – Andrew McClelland has shared his insight into Digital and Robo Advice, noting that advisers should embrace online technology to bring down the cost of servicing Gen Y and low value clients –

Rethink the ‘no wealth no service approach’ approach to low value clients, afr, August 2015

Midwinter makes ex Commsec appointment 

Commsec BDM joins Midwinter, ifa, July 2015
Midwinter appoints former Commsec BDM, Investor Daily, July 2015
Midwinter appoints senior BDM from Commsec, Financial Standard, July 2015
Midwinter makes ex Commsec appointment, Professional Planner, July 2015
Midwinter grows BDM ranks, Money Management, July 2015
Former Commsec BDM joins Midwinter, Industry Moves, July 2015

As part of Midwinter’s release of AdviceOS version 1.1, the company has enhanced its Data feed capabilities

Midwinter enhances data feed functionality, Financial Observer, June 2015

Managing Director of Midwinter, Julian Plummer explains why advisers share a little bit of the courageous rebelliousness we all admire in our favourite musicians or bands

Long Way to the top, ifa, June 2015

Midwinter sponsors Adviser Innovation 2015 

Tech knowledge crucial to adviser success, ifa, May 2015

Midwinter launches the company’s digital advice framework

Midwinter offers digital advice tools, Money Management, May 2015
Midwinter lays out digital advice strategy, ifa, May 2015
Midwinter commits to digital advice, Investor Daily, May 2015
Midwinter unveils digital advice platform, Financial Standard, May 2015
Digital advice solution created for advisers, Riskinfo, May, 2015

Midwinter has set up a scaled advice division and appointed a former Fortnum Financial executive to lead the company’s strategy in this area

Midwinter launches scaled advice division, Financial Standard, May 2015
Midwinter appoints Scaled Advice headIndustry Moves, May 2015

Midwinter expands rapidly as momentum builds within the FinTech space

Midwinter makes senior hires Investor Daily, April 2015
Midwinter hires from fintech competitorsifa, April 2015
Coin, Decimal staff join Midwinter, Financial Observer, April 2015
Midwinter appoints senior developerIndustry Moves, April 2015
Midwinter appoints BDMIndustry Moves, April 2015

45% of advisers viewed robo-advice as a technology tool for advisers

Advisers un-phased by robo-advice, riskinfo, March 2014

The results of Midwinter’s Robo-Advice survey reveal that many advisers are open to the concept of Robo-Advice, however believe ASIC should place limitations on it 

Advisers embrace robo-advice opportunity, ifa, March 2015
Advisers see regulated robo-advice opportunity, Financial Standard, March 2015
ASIC urged to limit robo-advice, Investor Daily, March 2015

“Software is chosen by the few and used by the many” – Managing Director, Julian Plummer speaks on the fintech panel at the ifa Business Strategy Day

CBA X-plan deal highlights dealer control, ifa, March 2015

Julian Plummer – Managing Director of Midwinter, speaks with Julie May from Financial Observer about the importance of software security

Midwinter says software due diligence needed
, Financial Observer, February 2015

Midwinter flags its intention to move into the institutional dealer group space in 2015

Midwinter to enter insto advice space, Financial Observer, January 2015


Julian Plummer – Managing Director of Midwinter delves into the licencee tech conundrum 

The licensee tech conundrum, ifa, November 2014
Technology to play bigger role in financial advice, but legislation lags, Professional Planner, August 2014

Midwinter continues to rank #1 for overall satisfaction in industry survey 

Advisers going mobile: Investment Trends, ifa, July 2014
Xplan wins market share while Midwinter wins minds, Money Management, July 2014

Midwinter completes the infrastructure changes to its offering and moves onto the value-add stage of its future roadmap 

Midwinter solution concentrates on value-adds, Financial Observer, July 2014

Despite claims to the contrary, the imminent demise of the platform sector has been greatly exaggerated

Platforms here to stay, InvestorDaily, June 2014

Advisers are increasingly moving from a “static” to “constant, moving and evolving advice models” 

Midwinter heralds ‘watershed moment’, ifa, May 2014

From Bo Derek Investments, Cockroach Theory, Black Swans to Dead Cat Bounces, no other industry attracts buzzwords quite like financial services.

What can planners learn from Innovative Disruption?, Money Management, February 2014

Some planners ignoring ASIC’s no enforcement policy on FDSs for existing clients

FDS uncertainty remains despite amendment announcement, Money ManagementJanuary 2014

A convergence is taking place in financial advice due to IT innovation

Further consolidation in financial advice channels expected, ARN, January 2014


Midwinter announces Xero integration with AdviceOS

Midwinter pairs AdviceOS with online accounting platform, Financial Standard, November 2013
Midwinter and Xero announce cloud integration, ifa, November 2013
Software integration to ‘bridge’ accountant-adviser gap, SMSF Adviser, November 2013
Midwinter, Xplan add cash flow management tools, Money Management, November 2013
Midwinter announces partnership with Xero, Riskinfo, November 2013
Xero press release, Xero, November 2013

Scaled advice can be a gate-opener to comprehensive advice

Doing justice to scaled advice, Money ManagementNovember 2013

Licensees taking very different approaches to enforcing FOFA’s best interests duty

Dealer groups diverge on best interests, IFAOctober 2013

AdviceOS enable custom portals with different content, calculators, themes and graphics

Midwinter adapts planner software to client profile, Financial StandardOctober 2013

Cloud-based, internet software service is the future

Cloud software in advisers’ future, IFASeptember  2013

Excitement builds for 2013 Advice Roadshow with developments in social media

Social media the next phase of planning software, IFASeptember  2013

Midwinter urges caution with Client Service Agreements (CSAs) 

Over-promise at your peril, planners warned, Investor Daily,  August  2013
The new gold standard, ifa, August 2013

Midwinter regains #1 ranking for overall satisfaction in industry survey

Midwinter surges, InvestorDaily, July 2013
Speedier SoAs boosts planner satisfaction, IFA, July 2013
Midwinter press release, July 2013

Getting your fee disclosure statements across the line

Zero to FoFA – Top tips on fee disclosure statementsProfessional Planner,  July 2013

Midwinter’s approach to the conflicts priority rule and best interest duties

Software providers address conflicts priority rule, Financial Observer, June 2013

Special report into FOFA – advisers between a rock and a hard place

FOFA Fatigue, Financial Standard, June 2013

Midwinter launches AdviceOS

Midwinter puts planning software into the cloud, Financial Standard, May 2013
Midwinter expands software into dealer-level online offering, Money Management, May 2013
FOFA behind Midwinter relaunch, IFA, May 2013
Midwinter rewrites planning software
, Financial Observer, May 2013
Midwinter relaunches into the cloud, Investor Daily, May 2013
New advice software promises simple FoFA complianceriskinfo, May 2013

Midwinter releases FOFA survey results

Midwinter FOFA Industry Survey, May 2013
FoFA will fail to deliver improved advice – advisers
, riskinfo, May 2013
Survey reveals FOFA hostility, IFA, May 2013
Advisers not sold on FOFA, Investor Daily, May 2013
Adviser survey finds concerning lack of FOFA preparation, Investor Daily, May 2013
FDS creating confusion but also opportunities, IFA, May 2013
Financial advisers still preparing for FOFA, Insurance News, May 2013
Planning software industry not ready for FoFA opt-in hurdle, Financial Standard, 2013

Midwinter’s Esler resigns and sells stake

Esler sells stake in Midwinter, Money Management, January 2013


Midwinter adds older insurance products to its insurance module

Midwinter to make addition to Reasonable Basis, Money Management, June 2012

Midwinter implements changes announced in the 2012 May Federal Budget

Midwinter empowers adviser software, Financial Standard, May 2012

ASIC’s shadow shopping research on retirement advice

Flaws in advice system revealed by ASIC reportFinancial Standard, March 2012

Future of Financial Advice (FOFA) amended start date

FOFA reform clarity still lackingInvestor Daily, March 2012

Midwinter launches new CPD solution

Midwinter launches new CPD solution, Financial Standard, February 2012
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

Staff movements at Midwinter

Midwinter’s Esler joins Ibbotson Associates Financial Standard, November 2011
Esler takes on new role in Midwinter restructure Money Management, 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

Midwinter 4th Annual Adviser Roadshow, Financial Standard, 12 September 2011

Daniel Needham of Ibbotson Associates, presents his market outlook 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 year in a row

Midwinter voted the planners choice, Financial Standard, August 2011

Gold Advisers transition from Xplan to Midwinter

Gold Financial switches software provider, AFR Asset Magazine, July 2011

AdviserTECH Survey reveals attitude toward ban on mortgage exit fees and draft regulations on 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, Midwinter, June 2011

Midwinter’s Peter Burns clears up misconceptions regarding SMSFs & advice requirements

Client wishes don’t waive regulations, Investor Daily, June 2011

Midwinter outlines the year ahead

Midwinter takes on Coin, XplanFinancial Standard, May 2011

Razor gang? More like death of a thousand paper cuts…

Midwinter’s AdviserTECH 2011/12 Federal Budget Update AdviserTECH, May 2011

Midwinter updates Client Manager & Reasonable Basis in response to FOFA reforms

Midwinter makes software changes in response to FOFAMoney Management, May 2011

Planners welcome lack of drastic changes in the 2011/12 Federal Budget

Midwinter surveys planners on budgetInvestorDaily, May 2011
Midwinter gauges adviser sentiment post budgetMoney Management, May 2011

Midwinter’s Reasonable Basis updated to include new complex fees for AXA North

Midwinter software aligns with NorthMoney Management, April 2011

Midwinter 1st in overall satisfaction by it’s users for 2nd year in a row Investment Trends Report 2010

Midwinter leads in software satisfaction stakesMoney Management, February 2011
Midwinter technology favoured by planners – Risk Info Magazine, February 2011
Midwinter sweeps the pool – Midwinter Press Release, February 2011


Midwinter’s acquires Zurich’s AdviserTECH

Midwinter buys Zurich’s AdviserTECH – Money Management, October 2010
Midwinter buys AdviserTECHRisk Info Magazine, October 2010

Industry commentators on Midwinter’s gaining traction in the marketplace

New software tools headed your wayMoney Management, November 2010
New Software to Dramatically Reduce Time to Create SoAsRisk Info Magazine, September 2010

How best to decrease the time taken to produce advice

Technology trifecta – transparency, productivity, profitabilityFinancial Planning, August 2010

Midwinter announces PlanBuilder – introduction of full plan capability

Software unlocking adviser efficiency Money Management, August 2010

New TTRP strategy based on changes to rules around the concessional contribution caps

Midwinter models potential TTR CC cap strategyMoney Management, May 2010

Total Product Replacement released – pre-empts changes anticipated from Cooper Review

New advice software reflects regulatory pressureMoney Management, March 2010

More advisers choose Midwinter over Visiplan according to InvestorDaily research

New advice software reflects regulatory pressureMoney Management, March 2010

Midwinter ranked #1 by Investment Trends in financial planning software category

Research reveals planner’s software wishlistMoney Management, February 2010


Midwinter announces new software to assist super funds in providing limited and intra-fund advice services

Online super now a reality – Money Management, November 2009

Midwinter claims portion of the advice software market with second highest penetration in dealer groups

Reformatting the financial planning software sectorMoney Management, October 2009

Midwinter wins race to with release of investment switching module

Midwinter to release investment switching module Money Management, October 2009

Midwinter discusses some of the issues facing regional financial planners

The unique challenges of being a regional financial plannerMoney Management, October 2009

Midwinter urges caution when hiring support staff with limited traditional financial planning experience

Planning practices employing tech-heads rather than experienced plannersMoney 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

Transition to retirement strategies still attractiveMoney Management, May 2009

Midwinter announces release of Gearing Manager risk tool

Software targets gearing riskMoney Management, February 2009

Midwinter enhances its software for self-managed super funds advisers with Cleardocs

Midwinter and Cleardocs form allianceSuper Review, February 2009

Midwinter considers the effect of new financial advice technology on recruitment

Recruitment – Get your practice back on the advice track Money Management, February 2009


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 capabilityMoney Management, November 2008

Midwinter’s Managing Director offers advice to planners in dealing with today’s tough market conditions

Industry in damage controlMoney Management, October 2008

The myth of integrated financial planning software

Software leads planning of the futureFinancial Planning Magazine, 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

Midwinter High Value Low Touch Advice Roadshow , Money Management, 2008

Midwinter Release new gearing software module

New gearing software launchedMoney Management, July 2008

Midwinter Launch new gearing module

New gearing software launchedMoney Management, July 2008

Midwinter confirms appointments – Peter Burns and Bill Faraj join the team

Executive AppointmentsMoney Management, June 2008

Midwinter sets the record straight on how software can help develop an adviser’s skills set

Hard questions about softwareMoney Management, June 2008

Midwinter’s Technical Basis team review the 2008 Budget

An absolute blunder 2008 Federal Budget Review – Opportunity Lost?

Budget changes to salary sacrificing into super

Payoff At Tax TimeThe Australian, 28 May 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

Julian Plummer announces new Midwinter technology at the 2008 SuperFunds Summit.

Software boosts super fund flowsInvestor Daily, April 2008
Count Financial launch Midwinter’s RB and Back 2 Basis at their 2008 national PD days
Counting on a software back up – Money Management, March 2008
Midwinter launches Back 2 Basis – an online product and strategy advice tool
Midwinter taking advisers back to basicsMoney Management, January 2008


Midwinter’s James Murphy – complying with FSR when conducting a super switch

The right reasons to super switch” – Money Management, December 2007

Midwinter’s Andrew McClelland – outlines key super strategies to minimise retirement savings gap

Taking super accumulation to the extremeTechnical Adviser FPA 2007 Conference Edition, November 2007

Midwinter embraces the idea of making planners more mobile

On the road again Financial Planning Magazine, August 2007

Midwinter launches Contribution Uplift module

Midwinter expands Reasonable BasisMoney Management, August 2007

Midwinter’s Andrew McClelland unlocks super in retirement for low to middle incomes earners

Toolbox – Using your tax cut to super effectMoney Management, July 2007

Midwinter launches RetireMax – find the right balance between an account-based pension and a 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 regulationMoney Management, June 2007

Why superannuation is the best game in town

Take advantage of the tax breakThe Sun-Herald, June 2007

Midwinter Financial Services calls for a longer term solution

Budget super policy questionedInvestor Daily, May 2007

Advance Asset Management’s Head of Technical joins Midwinter

Midwinter appoints Head of TechInvestor Daily, May 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 gains traction with Reasonable Basis

New Super Software Starts to Make its MarkMoney Management, Dec 2006