All Articles tagged with 'Financial planners'

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Leading strategist says ‘member as lender’ borrowing strategy may help SMSFs avoid excess contributions problem

From Strategy Steps

Financial planners should consider a ‘member as lender’ strategy to help SMSF clients who have contributed up to the limits of the super contribution caps but wish to contribute more

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23 Nov 2010

Bernie Ripoll withdraws from FPA National Conference

From FPA - Financial Planning Association

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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22 Nov 2010

IOOF Licensees Join AFA

From AFA - Association of Financial Advisers

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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18 Nov 2010

AMP welcomes AXA APH Directors’ decision to recommend merger

From AMP Limited

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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18 Nov 2010

AMP Bank increases standard variable rate

From AMP Bank Limited

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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18 Nov 2010

The Conference Call

From FPA - Financial Planning Association

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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17 Nov 2010

Lonsec releases 2010 Multi-Manager Sector Review

From Deanne Fuller - Lonsec

Lonsec’s 2010 multi-manager universe consists of thirteen managers, of which twelve were formally researched and rated as part of this Sector Review. Multi-managers included in this review offer products across

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17 Nov 2010

Investing responsibly

Investors like to make money and for many years, the companies yielding the best returns may not have always been responsible corporate citizens. History is littered with shining examples of

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16 Nov 2010

So what really is ‘Best Practice’?

From Terry Bell - Business Health

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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12 Nov 2010

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

From Russell Investments

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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12 Nov 2010

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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 [...]