Archive | Client News

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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Adviser influence on SMSF set-up wanes

Media reports and word of mouth have overtaken adviser recommendation as the chief factors driving investors to establish SMSFs, says Investment Trends. Speaking at the annual SMSF Adviser Strategy Day in Sydney, Investment Trends senior analyst Recep Peker said the “key drivers” encouraging people to set up an SMSF are the media and word of […]

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Clock ticking for Baby Boomers

Realities for retirees With increasing demands being placed on super funds as more and more baby boomers move to the draw down phase it’s time to rethink retirement income products, Paul Rogan writes. As more baby boomers move from accumulating super to drawing down for their retirement, it is fitting that both industry and government […]

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Super allocations leave ‘investors at risk’

Australian super funds are falling behind global best practice on asset allocation strategy, leaving many pre-retirees at risk, argues a newly released academic paper. The Centre for International Finance and Regulation (CIFR) has released the results of a study conducted by Macquarie University professors Geoffrey Kingston and Lance Fisher, which has raised a number of […]

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Retirees faced with rising costs

Recent figures released by the Association of Superannuation Funds of Australia (ASFA) highlight the importance of saving for retirement, with the average retirement expenditure for a comfortable lifestyle rising 0.3 per cent. During the March quarter of this year, the expenditure required for couples wanting to live a comfortable lifestyle rose to $57,817 per year, […]

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