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Everything from Lifeplan Funds Management

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

From Lifeplan Funds Management

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),

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06 Oct 2016

Don’t panic: tax effective retirement income still an option

From Lifeplan Funds Management

While the changes to superannuation in last week’s Federal Budget caught many by surprise, there are well-established options to help people achieve a tax effective retirement income, says Matt Walsh,

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17 May 2016

Searching for choice and flexibility in education savings

From Lifeplan Funds Management

Parents want choice, flexibility, and an assurance they won’t be locked into a pre-determined future when looking at options for saving for their children’s education, but not all options offer

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22 Jan 2016

Lifeplan creates new role for Perth BDM

From Lifeplan Funds Management

Lifeplan Funds Management has consolidated its push into the West Australian market with the appointment of Mr Ryan Francis to the newly created role of business development manager. Mr Francis

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16 Dec 2015

Lifeplan appoints new Queensland BDM

From Lifeplan Funds Management

Lifeplan Funds Management has appointed Mr Ron Grima as business development manager, based in its Brisbane office. He will report to Lifeplan head of distribution, Mr Derek Emery. In this

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24 Nov 2015

Death, taxes and increasing education costs: nothing is more certain

From Lifeplan Funds Management

Australian families should brace themselves for more ‘user pays’ in our education system. Regardless of whether the current Federal Government achieves its stated education reforms, costs will inevitably rise in

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02 Jun 2015

Lifeplan survey underlines need for tailored advice

From Lifeplan Funds Management

The age, gender and wealth level of clients can make a significant difference to which services and assistance they value most from their financial adviser, according to the latest Lifeplan

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28 Nov 2014

New BDM to focus on business growth in southern states

From Lifeplan Funds Management

Lifeplan Funds Management has appointed Mr Paul Bugg to the position of business development manager for Victoria and Tasmania. The appointment follows the promotion in October of Mr Greg Bird

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24 Nov 2014

Grandparents step in to fill the education savings gap

From Lifeplan Funds Management

The September quarter CPI figures[1] show that over the past 12 months education costs have increased by 5.2 percent, second only to increases in the cost of alcohol and tobacco at

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03 Nov 2014

Adviser demand for investment bonds prompts growth in Lifeplan BDM team

From Lifeplan Funds Management

Lifeplan Funds Management has promoted Mr Greg Bird to the newly created role of national business development manager. Lifeplan has created the position following increased demand from financial advisers for

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02 Oct 2014

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]