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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Guiding SMSF trustees through borrowing and residential property investing

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An increasing number of self-managed superannuation fund (SMSF) trustees and members looking at investing in residential property are seeking clear information on borrowing, and how residential property fits within their

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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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Outgoing AFA National President calls on Minister Shorten to put consumers first

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National President of the Association of Financial Advisers (AFA) Dr Jim Taggart, OAM has called on Minister Bill Shorten to become a true advocate of the financial services industry so

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Investor sentiment negative

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The latest Financial Services Council/CoreData Investor Sentiment Index shows investor confidence remains negative for the second quarter in a row. The Index, prepared by CoreData for the Financial Services Council,

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More than 50% of investors intend returning to commercial property investment, says Charter Hall survey

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Most investors intend to increase their exposures to listed and unlisted property over the next year, and will invest sizable sums, according to the findings of a new Charter Hall

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Russell’s super administration model focused on members

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Russell introducing intra-fund advice to support its member engagement strategy More than 70 staff accepted roles to join Russell’s administration business Global financial services firm Russell Investments announced it is

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BT Super for Life tops $1 billion and saves customers $10 million in fees

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BT‟s multi-award winning super fund, BT Super for Life, has reached its first billion dollars in funds under management – proving Australians are eager to engage with their super via

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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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