AFA and Zurich name 2016 AFA Adviser and AFA Practice of the Year

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The Association of Financial Advisers (AFA) and Zurich are pleased to announce that Darren Johns from Align Financial is the 2016 AFA Adviser of the Year, and Henderson Maxwell is... Read more continue reading

Weekly market update – week ending 7 October, 2016

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Investment markets and key developments over the past week Shares rose over the last week helped by a combination of good economic data and a further rise in oil prices.... Read more continue reading

Group insurance statement of intent

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Australia’s superannuation bodies comprising the Association of Superannuation Funds of Australia (ASFA), the Australian Institute of Superannuation Trustees (AIST), the Financial Services Council (FSC), the Industry Funds Forum (IFF) and Industry Super... Read more continue reading

Nestlé: from chocolates, soft drinks to now marketing wellness and therapy

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“As the world’s largest food + beverage company, Nestlé, is now focusing on nutritional therapy, a diversification effort that taps into the fast-growing, high-margin healthcare product market,” said Mr Monik... Read more continue reading

AFA and Asteron Life announce Steve Nielsen winner of 2016 AFA Excellence in Education Award

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The Association of Financial Advisers (AFA) and Asteron Life (Asteron) have announced Steve Nielsen of Ascent Wealth Management as the winner of the 2016 AFA Excellence in Education Award (the Award).... Read more continue reading

ASIC warns AFS licensees to lodge financial statements and auditor’s reports on time

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ASIC has been pursuing Australian Financial Services (AFS) licensees that have failed to meet their obligation to lodge their annual financial statements and auditor’s reports with ASIC within the specified... Read more continue reading

AFA and ANZ Wealth announce Erin Truscott of GCA Financial as The 2016 AFA Rising Star

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Erin Truscott of GCA Financial is the 2016 AFA Rising Star. The AFA Rising Star of the Year Award (the Award), supported by ANZ Wealth, launched in 2005 and recognizes... Read more continue reading

Investors urged to consider strategies outside super in light of new rules

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“The Government’s draft legislation for super reforms released over the last weeks means that investors face more rules and continuing uncertainty when it comes to their superannuation. If the draft... Read more continue reading

Women taking ‘more active role’ in superannuation

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Women are increasingly confident of taking control of their superannuation, making it imperative for government to create the legislative and regulatory environment that further encourages them to do so, says... Read more continue reading

Lifeplan FUM hits $2 billion – inflows boosted by superannuation uncertainty and technology upgrades

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The popularity of investment bonds has surged since the start of the year, with Australian Unity’s investment bond business, Lifeplan, passing through the $2 billion in funds under management (FUM),... Read more continue reading