Superannuation strategies for compliance and competition

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A significant number of Australian employers are yet to fully assess the impact of the upcoming Stronger Super reforms on their operations, and more than half don’t have a plan... Read more continue reading

3 reasons clients love electronic engagement

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There are some great reasons to go digital in your advice process:  not least of which is that it gets rid of the “personal embarrassment” factor many consumers have when... Read more continue reading

BT Financial Health Index reveals households under strain

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Almost a third of Australian households are living from pay cheque to pay cheque and an astonishing 17 per cent would struggle to find $500-$1000 to deal with an emergency,... Read more continue reading

Leisure spending is top financial priority for festive Aussies

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Australians are prioritising spending on holidays and leisure over other longer term financial goals according to a nationwide poll from TAL.  The research has found that the festive spirit of... Read more continue reading

Investment trends – margin lending

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RBA figures show the total margin lending industry has shrunk from a high of $42bn five years ago to $12.7bn in September 2012. Against this backdrop the eighth annual Investment... Read more continue reading

Workin’ 9 to 5: what a way to be unhealthy this festive season?

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With the Christmas party season in full swing, Australian adults will no doubt be looking forward to indulging in a few well-earned festive treats. However, for those of us attempting... Read more continue reading

Dining out more important than protecting lifestyle

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Australians would prefer to spend extra income dining out rather than taking out or upgrading life insurance to protect their lifestyle and financial commitments, according to a nationwide poll conducted... Read more continue reading

Women on top when it comes to planning for the future

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Women may feel less comfortable with money than men, but in reality they are more in control of their financial futures than their male counterparts.  This is one of the... Read more continue reading

Dire level of savings nothing to give thanks about

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Thanksgiving may not be a national celebration in Australia, but an exploration of US and Australian attitudes towards savings and debt shows that, when it comes to planning for our... Read more continue reading

Male and female satisfaction with financial advisers diverges

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Client satisfaction with their financial adviser has declined over the last six months, largely driven by falling satisfaction among male clients, according to the latest Lifeplan ICFS Financial Advice Satisfaction... Read more continue reading