Financy Women’s Index shows improvement as #PressforProgress campaign continues momentum for equality

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Female economic measure finds that Australian women are progressing on jobs, super, pay and education but not on boards. More Australian women are taking advantage of opportunities to progress in... Read more continue reading

Ethics and mental health in financial planning

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It’s a disturbing statistic. Each year, one in five Australians suffer from a mental illness; it is the third leading cause of disability burden in Australia[1]. Ethical practice underpins the... Read more continue reading

Family trusts – a growing force in the Australian economy

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Family trusts have always been an important structure for business planning, tax planning and estate planning, mainly due to their tax efficiency, asset protection, flexibility and succession possibilities. Increasingly, they... Read more continue reading

New Year, new financial resolutions

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With Christmas festivities coming to an end, many of us are now taking to think about new year’s resolutions and goals for 2018. Getting a handle on finances or setting... Read more continue reading

The third layer of defence – portfolio protection

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Australians are living longer and our superannuation system is widely considered one of the best in the world. Logically, people who are living longer should expect to work longer. To... Read more continue reading

Resolutions for a new year

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As the end of the year rapidly approaches, clients will be planning for 2018. In this article, Centuria looks at ways to encourage clients to build their investments in the... Read more continue reading

Client experience demands will see the end of planner offices closing for Christmas says Mentor Education

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The luxury of financial planners being able to close their offices for the Festive Season (or any extended period these days) have well and truly been dispatched to the pages... Read more continue reading

Aussies to suffer post purchase blues this silly season

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A new study from AMP, a leading financial services organisation, has revealed over two-thirds (69 per cent) of Aussies suffer from ‘post-purchase blues’ – the feeling of regret, worry or remorse... Read more continue reading

Rising dementia rates to impact estate planning

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As Australia’s population ages, the number of people who will be affected by dementia is a growing issue, and as well as the personal and emotional impact of dementia on... Read more continue reading

Financy Women’s Index cuts through pay noise

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The Financy Women’s Index shows why we need to focus on data facts as we press for change on gender pay. The release of the latest Financy Women’s Index received increased media... Read more continue reading