Multiport SMSF Investment Patterns Survey March 2011

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To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSF’s investments to look at the up to date asset allocation and investment... Read more continue reading

Smart phone apps: the next big thing for member engagement

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Growing demand for specialised apps for super, wealth management Specialised smart phone and iPad applications (“apps”) are the next big thing in the financial services industry, according to Rice Warner... Read more continue reading

A five point plan for viable super fund advice services

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Leading member fund shares critical learnings for super industry Australian financial technology firm decimal has encouraged all superannuation fund trustees to think hard about where and how their time, effort... Read more continue reading

AXA commences Risk Learning Programme v.3

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AXA Australia has launched the third instalment of its successful Risk Learning Programme to advisers and adviser support staff across the country. X AXA Head of Product and Sales Capacity, Brad... Read more continue reading

AMP Planner Protection Poll: Planners see an increase in mental health disclosure

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The AMP Planner Protection Poll has found that 71 per cent of financial planners polled had seen an increase in the number of clients who disclose a personal history of mental... Read more continue reading

Super balances up but Australians remain cautious

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Superannuation balances are higher than peak 2007 levels for the first time, increasing 11.4% from $40,132 to $44,690, according to the latest AMP Retirement Adequacy Index. The AMP Retirement Adequacy... Read more continue reading

Back to black: survey supports move to teach financial literacy in schools

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With financial literacy being added to the national school curriculum this year, RaboDirect’s nationwide survey of more than 2,000 people, confirms Australians have been heard when it comes to the... Read more continue reading

Clients happy with advisers’ trustworthiness and knowledge

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The latest Lifeplan ICFS Financial Advice Satisfaction Index shows that investors are satisfied with the trustworthiness and knowledge of their financial advisers, although they feel somewhat pessimistic about the performance... Read more continue reading

Top Five Questions Investors Ask

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The GFC and subsequent volatility has increased the number of market presentations my team and I have been asked to do for the clients of financial planners. I thought you’d... Read more continue reading