All Articles tagged with 'Financial planning'

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Abolish Superannuation Guarantee age limit: FPA

From FPA - Financial Planning Association

The ‘Abolition of Age Limit on Payment of the Superannuation Guarantee Charge Bill 2011’ introduced in Parliament yesterday by Opposition MP Bronwyn Bishop, would provide consistency and fairness for mature-age

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02 Mar 2011

Lonsec celebrates a 10 year success story

For more than 10 years, Lonsec’s Australian Equity Core Model Portfolio has provided financial advisers with a highly concentrated, low-turnover portfolio solution for their clients. More than a decade later,

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01 Mar 2011

RaboDirect Rebels vs. Brumbies: showing support for the Christchurch Earthquake Appeal

From RaboDirect

RaboDirect donates $15,000 following Friday night’s clash On Friday night, RaboDirect, principal sponsor of the Rebels rugby team, donated $15,000 to the Christchurch Earthquake Appeal. The donation was presented at

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01 Mar 2011

Super balances up but Australians remain cautious

From AMP Financial Services

Superannuation balances are higher than peak 2007 levels for the first time, increasing 11.4% from $40,132 to $44,690, according to the latest AMP Retirement Adequacy Index. The AMP Retirement Adequacy

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01 Mar 2011

Double charity: Sponsors urged to support industry fundraiser to help young Australians

From Inspire Foundation - Create Foundation

Corners for Kids kicks off its 2011 campaign to raise much-needed cash in support of the Inspire and Create Foundations Motorcyclists drawn from the Australian financial services industry will come

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01 Mar 2011

Higher caps will improve adequacy

From FSC - Financial Services Council

The Financial Services Council today welcomed the Federal Government’s announcement of new rules making it easier for those nearing retirement to make ‘catch up’ contributions to their superannuation. John Brogden,

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28 Feb 2011

BT Wrap’s new badge reports underpin dealer group support

From Kate Gorman - BT Financial Group

BT Wrap has upped their level of reporting tools for dealer groups providing easier access to transparent reporting and assisting them manage their business and compliance needs. Head of BT

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28 Feb 2011

AIA Australia makes new product enhancements

From AIA Australia Limited

In response to adviser feedback, leading independent life insurance specialist, AIA Australia, has launched a suite of innovative product enhancements to its Priority Protection product, as well as a new

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28 Feb 2011

Eight in ten voters say yes to change: but not enough to save embattled unitholders

From Century Funds Management

Century Funds Management (Century) is pleased to have stood up for Opus 21 unitholders despite attaining insufficient voting numbers to replace Opus Capital Limited as manager of Opus 21.

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28 Feb 2011

RaboDirect Rebels vs. Brumbies: showing support for the Christchurch Earthquake Appeal

From RaboDirect

RaboDirect to donate $3,000 tries at tonight’s game RaboDirect, principle sponsor of the Rebels, today announced it will donate thousands to the Christchurch Earthquake Appeal, committing to give $3,000 per

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25 Feb 2011

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]