2017 Consumer Choice Awards – Which life insurers deliver what consumers want?

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The Association of Financial Advisers (AFA) and the Beddoes Institute are hosting the second Consumer Choice Awards (the Awards) which is underpinned by Beddoes Institute’s 2017 Policyholder Perceptions Study and Claimant Journey Study. The Awards give people who hold life insurance policies (policyholders) via financial advisers and people who make claims (claimants) on those policies, […]

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ANZIIF takes home 12th Educational Service Provider of the Year Award

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) has been named the 2017 Educational Service Provider of the Year at the 21st Asia Insurance Industry Awards held in Singapore. The award recognises the provision of outstanding and continuous education and training services to the insurance and reinsurance industry in the Asia-Pacific region […]

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Diverse educational program attracts keen trustee interest

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The SMSF Association, Australia’s leading body representing the self-managed super fund sector, today hosted a dedicated education event exclusively for SMSF trustees in Sydney. Over 150 delegates attended the event to hear about the latest trends in investment, regulation and technology for SMSFs. SMSF Association CEO John Maroney says: “It is essential that people with an […]

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Super changes require rethink on estate planning

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Members of self-managed super funds (SMSFs) should seek specialist advice on the possible impact of receiving a pension on the death of their spouse, says SMSF Association Head of Technical Peter Hogan. He says that under the new superannuation rules that took effect on 1 July 2017, the assets supporting the deceased’s pension are counted […]

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FASEA announcement a good first step

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The Association of Financial Advisers (AFA) welcomed the Financial Adviser Standards and Ethics Authority (FASEA)’s announcement yesterday, which outlines the degree requirement pathway that will apply to new entrants to the advice profession from January, 2019. “We believe this is an eminently sensible announcement and, as outlined by the Chair Catherine Walter, is a positive […]

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Leading social entrepreneur to address 2017 FPA Professionals Congress

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A leading voice in the provision of renewable energy, Katerina Kimmorley, will be the guest speaker for the Women in Wealth breakfast at the Financial Planning Association (FPA) Professionals Congress in Hobart. Pene Lovett, Chief Operating Officer of the FPA said Katerina’s adventurous spirit and role in co-founding Pollinate Energy, a cause driven business that […]

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Awards finalists unveiled ahead of FPA Professionals Congress

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The Financial Planning Association of Australia (FPA) has announced the shortlist for all six categories of the 2017 FPA Awards ahead of the presentation ceremony at FPA Professionals Congress in Hobart on 23 November. Recognising outstanding planners, paraplanners, students and practices, the awards celebrate individuals and businesses who demonstrate a commitment to delivering excellent outcomes […]

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SMSF members benefit from voluntary super contributions

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The ability for all Australians to make tax-deductible voluntary superannuation contributions is benefiting many self-managed super fund (SMSF) members, says SMSF Association CEO John Maroney. “The opening up of voluntary superannuation contributions, which took effect on 1 July 2017, will effectively have the same result as employees making salary sacrifice contributions. “But some employers choose […]

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Politicians monitored for sleep, steps as part of life insurance wellness programs

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The Financial Services Council, which represents most of Australia’s life insurers, has launched the inaugural Parliamentary Friends of Insurance Group alongside MLC Life Insurance and AIA Australia. At a launch event in Canberra on Wednesday 18 October, fitness data for three federal politicians – Senator Deborah O’Neill, Senator Dean Smith and Ms Terri Butler MP […]

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FSC welcomes new ASIC Chairman

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The Financial Services Council (FSC) welcomes Mr James Shipton as the full-time Chairman to the Australian Securities and Investments Commission (ASIC). The FSC recognises the important work ASIC carries out to promote consumer confidence in Australia’s financial system, and believes Mr Shipton is well-placed to lead the regulator through the next phase of that journey. FSC […]

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