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Everything from Lifeplan Funds Management

Means test changes boost funeral bonds

From Lifeplan Funds Management

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

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08 Jul 2014

Education costs outstrip wages growth and inflation

From Lifeplan Funds Management

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.

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12 Jun 2014

Lifeplan Financial Advice Satisfaction Index hits all time high

From Lifeplan Funds Management

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.

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01 May 2014

Parents should plan for rising education costs

From Lifeplan Funds Management

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

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20 Aug 2013

Constant super tinkering highlights benefits of alternative strategies

From Lifeplan Funds Management

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

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18 Apr 2013

Male and female satisfaction with financial advisers diverges

From Lifeplan Funds Management

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

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19 Nov 2012

Clients happy with advisers’ trustworthiness and knowledge

From Lifeplan Funds Management

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

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27 Oct 2010

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 [...]