The AMP Foundation has marked the five-year anniversary of its annual awards program, the Tomorrow Fund, which has provided $5 million in funding to 230 Australians doing extraordinary things. During the past five years, the Tomorrow Fund has received more than 10,000 applications and provided grants to Australians from Tully to Sydney, Roebourne to Melbourne. Known as AMP […]
continue readingTurksLegal and the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) are pleased to announce the inaugural winner of the 2018 ANZIIF TurksLegal Bright Light Award is Michael Parker, Managing Director at Queenscorp Insurance Services. The Bright Light Award gives individuals and teams the chance to showcase an idea or view on general […]
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06
Dec
2018
TAL, a leading Australian life insurance specialist, launched its annual skin-check program, TAL SpotChecker, last weekend at Bondi Beach. Through TAL SpotChecker, TAL aims to get more people talking about the importance of skin checks in order to bridge the gap on both awareness and action and help save more lives. TAL SpotChecker will provide […]
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04
Dec
2018
The growing number of Australians taking part in philanthropic activities has been highlighted by the findings of the latest CAF World Giving Index*, and are part of a trend towards individuals seeking to connect with charitable projects and initiatives, says Emma Sakellaris, executive general manager of Australian Unity Trustees Limited. According to the CAF World […]
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06
Nov
2018
More than $1 million has been contributed by the Future2 Foundation, to benefit disadvantaged young people across Australia since its inception 11 years ago. The Future2 Foundation, the philanthropic arm of the Financial Planning Association (FPA), achieved this milestone by awarding $181,000 in new grants to 19 not-for-profit organisations this year. Every dollar awarded by […]
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06
Nov
2018
ANZ has announced a new a partnership with Mr. Perfect, a grassroots men’s mental health network that encourages conversation and connection through informal BBQs. Over the next 12 months, ANZ’s OnePath will sponsor more than 120 free BBQs across Australia for men and their families, with the first BBQ taking place this Sunday 21st October at […]
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18
Oct
2018
Six university students have beaten more than 650 competitors to reach the finals of the 2018 AMP University Challenge, the premier competition for tertiary students with career ambitions in financial advice and financial services. This year’s qualifying finalists are Kimberley Guild (La Trobe), William Nakos (RMIT), Michael Reardon (Deakin University), Shane Harris (RMIT), Ashley Fernandes […]
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18
Oct
2018
This month, Australia’s first Social Benefit Bond matures, as announced by The Benevolent Society – Australia’s first charity. A Social Benefit Bond is an innovative finance mechanism where private investors fund a program designed to achieve results that will improve outcomes for people and deliver taxpayers value for money. In this case, the program is […]
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10
Oct
2018
Discussing a client’s philanthropic objectives should be a key component of a financial planning conversation with all clients, not just clients considered to be wealthy or with the perceived greatest capacity to give, says Emma Sakellaris, executive general manager of Australian Unity Trustees Limited. “Raising the idea of philanthropy with your clients regardless of their circumstances, […]
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05
Oct
2018
Australia ranks third in the world for giving, with 73% of Australians making a charitable donation. Todd Stanford assists his private clients at Profile Financial Services with advice and strategies surrounding their philanthropic endeavours. Todd outlines the options for structured charitable giving in Australia. Charitable Foundations available Private Ancillary Funds (PAFs) Public Ancillary Fund or […]
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07
Sep
2018
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