Means test changes boost funeral bonds

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With the Federal Government closing down or reducing thresholds on many benefits, the social security means test threshold for funeral bonds has bucked this trend, increasing to $12,000 from July 1. Matt Walsh, head of Lifeplan Funds Management, says one of the key benefits of funeral bonds is that they are exempt, up to the […]

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Education costs outstrip wages growth and inflation

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Education costs have increased by 81 percent over the past 15 years* and have outstripped wages growth and inflation over the same period, research by Lifeplan Funds Management has shown. With the recent Federal Budget announcing initiatives that cast doubt of the long-term future of the Gonski education reforms, and changes that will increase the […]

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Lifeplan Financial Advice Satisfaction Index hits all time high

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Investor satisfaction with financial advisers is at its highest level since the inception of the Lifeplan ICFS Financial Advice Satisfaction Index in 2007, according to the April 2014 survey results. Lifeplan Funds Management with the University of Adelaide undertakes a survey every six months. It looks at changes in investors’ attitudes towards financial advisers including […]

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Parents should plan for rising education costs

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Despite government plans to direct further funding to education, parents’ concerns about the increasing cost of their children’s education are not over, warns Matt Walsh, head of Lifeplan. “The cost of education has been steadily increasing for some time now and there is no reason to expect this to change in the future,” Mr Walsh […]

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Constant super tinkering highlights benefits of alternative strategies

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Constant Federal Government tinkering with the Australian superannuation system has created distrust in the eyes of most investors, but advisers can treat this as an opportunity to show the value of the advice they provide, says Matt Walsh, head of Lifeplan. “Advisers will be facing a challenging time convincing clients they should still treat superannuation […]

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Male and female satisfaction with financial advisers diverges

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Client satisfaction with their financial adviser has declined over the last six months, largely driven by falling satisfaction among male clients, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index.  It is the first time since the survey started in 2007 that there has been a divergence in the satisfaction levels of men and […]

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Clients happy with advisers’ trustworthiness and knowledge

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The latest Lifeplan ICFS Financial Advice Satisfaction Index shows that investors are satisfied with the trustworthiness and knowledge of their financial advisers, although they feel somewhat pessimistic about the performance of their investments overall. The survey of 418 investors who use financial advisers was undertaken in September by the University of Adelaide’s International Centre for […]

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