knowITdigital is an independently owned business recognised for its expertise across a range of
We work with financial planners, lawyers, accountants and fund managers to help create strategic solutions that can be efficiently delivered to clients.
knowITdigital’s strengths lie in four key areas:
- Analysis of legislation and the impacts of any changes on financial-planning strategies.
- Software capabilities to monitor, analyse, interpret and leverage legislation and regulation into compliant goals-based strategies for consumers.
- Professional development and training to ensure financial professionals can maximise for their clients any opportunities that arise through legislative and regulatory change.
- Consulting services to assist AFSLs and practices with SOA/SOAA development and maintenance and technical issues.
Our expertise spans superannuation, self-managed superannuation, social security, income streams, taxation, aged care, life insurance, portfolio construction strategies and estate planning.
Our team is built of people who come from long-term careers in wealth and professional services areas including:
- Financial planning • Marketing • Insurance broking • Distribution
• Funds Management • Technical services • Banking
• Advice services • Superannuation • Wealth information technology • Life Insurance • National media • Trustee services • Accounting • Mortgage broking • Accounting information technology • Private client services