Family Trusts, Private Companies and Centrelink – how do the Attribution Rules affect your Retiring Clients?

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This Article was updated on July 23, 2012 – To see the update click here . It is surprising how often I receive calls from advisers asking me to explain how

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Bernie Ripoll withdraws from FPA National Conference

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The Hon Bernie Ripoll MP has unfortunately had to withdraw from presenting at the Financial Planning Association’s (FPA) 2010 National Conference: Your Wavelength. Mr Ripoll was due to discuss the

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IOOF Licensees Join AFA

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The Association of Financial Advisers (AFA) today confirmed that four licensees, operating as part of Australian Wealth Management, a wholly owned subsidiary of IOOF, have joined as members of the

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AMP welcomes AXA APH Directors’ decision to recommend merger

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AMP Limited (AMP) welcomes the unanimous decision by AXA Asia Pacific Holdings Limited (AXA APH) Independent Directors to recommend to minority shareholders the proposal to merge the AMP business with

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AMP Bank increases standard variable rate

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AMP Bank is increasing its standard variable home loan interest rate for new and existing customers by 38 basis points to 7.82 per cent following the Reserve Bank of Australia’s

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The Conference Call

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Ripoll to speak at FPA Conference Bernie Ripoll MP, will discuss the future of the financial planning industry at the Financial Planning Association’s (FPA) 2010 National Conference: Your Wavelength. The

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Disillusionment with traditional investment practices results in increased support for responsible investment

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Responsible investment is the preferred approach for an increasing number of institutional and individual investors as an alternative to conventional investment practices evidenced by: a 10% increase in managed responsible

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Russell advises cautious approach to volatility investing

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Russell has released a research paper to raise awareness and encourage discussion Proper education required to understand payoffs and risks An exposure to volatility can offer investors the opportunity to

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So what really is ‘Best Practice’?

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While the Australian financial services sector is huge in monetary terms, it is substantially influenced by a relatively small number of larger players (product manufacturers, platform providers and dealers alike),

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Lonsec awards Russell multi-manager funds ‘Highly Recommended’ rating

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Russell multi-manager funds show strong performance despite challenging 12 months In recognition of Russell Investments’ “strong competitive advantages in people, process and product design” research house Lonsec has awarded Russell’s

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