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The secret to growth? Keep it in the family

Lifespan Financial Planning provides licensee services to more than 170 advisers across 110 offices in Australia, with roughly $2 billion in funds under management. Yet, the company, is still run in accordance with the principles you’re more likely to see in fiercely independent small businesses: strong relationships with staff, a hands-on management team, and a […]

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Traps to avoid when setting up an SMSF

The number of Australians setting up their own super funds has been growing strongly since changes to the Superannuation Industry (Supervision) Act in 1999 allowed for SMSFs to be controlled by trustees rather than the government. There has been an even greater growth since the 2008 GFC when many Australian’s saw their superannuation balances in […]

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