Group Claims Experience Study 2015

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Rice Warner is pleased to announce that it has released its inaugural and unique industry study the Group Claims Experience Study 2015. The Rice Warner Group Insurance 2010 to 2013... Read more continue reading

SMSF portfolios testing risk tolerance levels

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Self-managed superannuation funds (SMSFs) may be investing in more growth assets and exposing their portfolios to more investment risk than they might be comfortable with, according to investment expert Paul... Read more continue reading

Legislative changes to Victorian Enduring Power of Attorney

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Thinking of making an enduring power of attorney? Be aware that there has been some recent changes to the law for enduring powers of attorney made in Victoria since 1... Read more continue reading

New partnership gives advisers a step up in aged care advice

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Centuria Life, the investment bonds division of Centuria Capital, yesterday announced a new initiative to support the delivery of expert financial advice in the complex and growing area of aged care.... Read more continue reading

SMSF cash investments at record high despite lower rates

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Self-managed superannuation funds (SMSFs) allocated record amounts into Australian cash investments in the June quarter of 2015 despite falling interest rates, but virtually ignored overseas assets, despite returns being pumped... Read more continue reading

Implications for advisers: Duty of Disclosure

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The decision in the case of Commonwealth Financial Planning Ltd v Couper, where the presiding bench made broader comments about appropriate advice, has significant implications for advisers when advisers, albeit... Read more continue reading

What happened to global inflation?

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“The U.S. inflation in the first half of the year was probably ‘‘markedly lower’ than reported, but policymakers are unlikely to set interest rates incorrectly as a result, according to... Read more continue reading

Synchron: Lobby for clawback change

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Synchron is calling on the advice community to lobby for change to the clawback provisions of the Life Insurance Framework (LIF). Director Don Trapnell said that while a fresh appraisal... Read more continue reading

A new approach to maximising retirement income

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  Older Australians and their financial advisers need to reconsider the traditional building blocks of retirement portfolios to avoid people running out of money in retirement, according to global asset... Read more continue reading

What makes us claim? Australian first Group Insurance Industry Statistics reveal unique insights

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  The quicker to claim, the speedier the return to work for 40 percent of Australians who seek insurance benefits from their Group (Superannuation) income protection policies. This is one... Read more continue reading