Addwealth launches superannuation fund

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Niche player bucks the ‘beige’ trend in super Financial planning and funds management company Addwealth has today launched its own superannuation fund, the Addwealth Advantage Super Fund. The new fund,

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CFP professionals recognised for valuable advice

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Certified Financial Planner® (CFP®) professionals continue to be recognised as the preferred source of financial advice. According to research commissioned by the Financial Planning Standards Council (FPSC) in Canada, consumers

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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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Urgent action needed on Australia’s retirement savings gap

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The Financial Services Council today released research that shows Australia’s retirement savings gap blew out to $897 billion in 2009, from $695 billion in 2008. John Brogden, CEO of the

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Ramifications of the proposed FOFA changes to advice

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Greetings Thanks for the feedback on the AFA advertising initiative. Like many practioners I am trying to work through the potential ramifications of the proposed FOFA changes to advice. While

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AIOFP Announces Appointment of Two New Directors

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Association of Independently Owned Financial Planners (AIOFP) Chairman and Australian Financial Services Group Ltd (AFS Group) Managing Director and Group CEO Peter Daly has announced the appointment of Dr. Dennis

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Actuaries call for standardised superannuation fund benefit projections to help members

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Superannuation funds should include member benefit projections in annual member statements to help members track their progress towards their retirement savings goals and encourage voluntary super contributions, according to a

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AMP Capital exits joint venture with Meridien Retirement Living

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AMP Capital Investors today announced it has exited its joint venture with Meridien Retirement Living. The joint venture AMP Capital Meridien, established in 2007, comprised 25 retirement villages in Australia.

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NTAA Hits Back At Criticism From the Financial Planners Association of Australia

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NTAA Hits Back At Criticism From the Financial Planners Association of Australia. More than 800 members of The National Tax & Accountants’ Association (NTAA) attending a seminar in Sydney have

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2010 – How ‘healthy’ are Australian practices?

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As Australia’s baby boomers move inexorably towards their retirement, many will turn to their financial adviser for help and guidance. How much will they need to fund their retirement? What

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