All Articles tagged with 'Matt Walsh'

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Investment bonds a tax effective superannuation alternative

From Australian Unity

With superannuation reforms announced in the Federal Government’s 2016-17 Budget being realised, it is imperative that people consider ways to achieve a tax effective retirement income outside the superannuation system,

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08 Dec 2016

Zenith upgrades Lifeplan Investment Bond to “highly recommended”

The Lifeplan Investment Bond (formerly Lifeplan NextGen Investments) has been upgraded from “recommended” to “highly recommended” by Zenith Investment Partners in its latest review. In its report, Zenith said it

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18 Nov 2016

New investors reaping rewards while baby boomers worried about the future

From Australian Unity

The bi-annual Lifeplan ICFS Financial Advice Satisfaction index has revealed that while wealthier investors aged over 60 are worried about the future of their investments, new investors are engaging more

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17 Nov 2016

Lifeplan FUM hits $2 billion – inflows boosted by superannuation uncertainty and technology upgrades

From Lifeplan Funds Management

The popularity of investment bonds has surged since the start of the year, with Australian Unity’s investment bond business, Lifeplan, passing through the $2 billion in funds under management (FUM),

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06 Oct 2016

Political risk affects how assets are held

Australian investors must recognise that political risk is currently a significant consideration in wealth creation and management, Matt Walsh, head of Lifeplan, has warned. “Managing political risk clearly involves the

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14 Jul 2016

Lifeplan enhances NextGen Investments

Following growing interest in investment bonds, Lifeplan has updated its leading investment bond offering, NextGen Investments, with eight new investment options and an additional rebate tier. Matt Walsh, head of

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07 Jul 2016

Lifeplan launches investor portal

Lifeplan has entrenched its digital presence in the market with the launch of an online investor portal enabling investors to monitor and transact online. The development and launch of the

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20 Jun 2016

Don’t panic: tax effective retirement income still an option

From Lifeplan Funds Management

While the changes to superannuation in last week’s Federal Budget caught many by surprise, there are well-established options to help people achieve a tax effective retirement income, says Matt Walsh,

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17 May 2016

Death, taxes and increasing education costs: nothing is more certain

From Lifeplan Funds Management

Australian families should brace themselves for more ‘user pays’ in our education system. Regardless of whether the current Federal Government achieves its stated education reforms, costs will inevitably rise in

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02 Jun 2015

Gen Y’s satisfaction with financial advice surges as advice index hits high

In previous surveys, an investor’s age was positively correlated to the three drivers of advocacy: performance, trust and reliability, and technical ability of their financial adviser – i.e. the older

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01 May 2015

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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 [...]