Author Archive | Alan

Optimising end of financial year contributions

Lifespan CEO, Eugene Ardino, provides some tips to help SMSF trustees optimise their superannuation contributions and general positions ahead of the end of the financial year, in this article for SelfManagedSuper magazine.   The end of financial year can be a frantic time for SMSF trustees as they scramble to get in last minute deductions […]

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Australian Financial Review – 25 May 2018

Lifespan CEO, Eugene Ardino, discusses the increasing numbers of advisers leaving institution-aligned advice groups in this Australian Financial Review article. AMP loses financial advisers to privately owned licensees Under-fire wealth giant AMP has lost almost 20 per cent of its financial advisers during the past three years, with many departing planners shunning big-bank competitors and instead choosing […]

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Picking up the pieces after the Royal Commission

In this opinion piece for Financial Standard magazine, Lifespan CEO, Eugene Ardino, discusses the fallout from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry and what the future might hold. There is no doubt that some of the Royal Commission findings have been harrowing and shocking. Some instances of terrible […]

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Trailing commissions are not the problem

Lifespan CEO, Eugene Ardino, says a ban on grandfathered trailing commissions would be of no value to clients, in this exclusive interview with ifa magazine. Speaking to ifa, Lifespan chief executive Eugene Ardino said calls from regulators and industry associations to ban grandfathered trailing commissions did not factor in all of the consequences that clients […]

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Resources allocated to SMSF licensing crackdown

ASIC has officially created a new project dedicated to focusing on accountants who have recently entered the financial advice industry following the new licensing requisites for SMSF advice. ASIC’s corporate plan for 2016-17 to 2019-20 notes that one of the regulator’s key focus areas will be accountants who are newly licensed. Unlicensed financial advice by accountants […]

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Lifespan announced as a finalist in the IFA Excellence Awards – Dealership of the Year

It is our pleasure to announce that Lifespan Financial Planning was recently selected as a finalist for the IFA Excellence Awards 2015 for the category ~ Company Awards / Dealer Group of the Year The ifa Excellence Awards are an industry first and are the only industry awards dedicated exclusively to boutique and Privately owned […]

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SMSF trustees find investment selection was their most difficult task

Despite more than half of self-managed super fund (SMSF) trustees wanting more control of their investments, 27 per cent said investment selection was their most difficult task, according to a survey. The Investment Trends research based on AMP investors found 24 per cent found keeping track of changes to SMSF rules and regulations most difficult, […]

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A third of non-advised SMSFs are non-compliant

A large number of SMSFs that do not take on advice have been found to have significant compliance failures, according to Investment Trends data. Speaking at the Chartered Accountants Australia and New Zealand conference last week, Investment Trends research analyst Recep III Peker said accountants were finding a significant number of contraventions within the SMSFs […]

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