Lifespan works with adviser businesses to ensure all client and regulatory obligations are met, this is done efficiently and with minimal disruption. Advisers should expect quick turn-around of all requirements.
Flexible licensing solutions for your business allows you to choose the options that you want and not be tied to any prescriptive business model.
Lifespan guiding principles in this area are to "Develop the best strategies, use quality products, implement with the clients’ best interest at the centre of everything that we do"
The federal government has appointed a panel to undertake a review of the three pillars of the Australian retirement income system: the age pension, the superannuation guarantee (SG) and voluntary contributions. Here are the key issues I believe the review panel should highlight for further attention.
The federal government might have voted against a royal commission into misconduct in the banking and financial services industry 26 times but it’s making up for lost time.
This month the Senate passed the first substantive stand-alone piece of legislation relating to issues raised by the royal commission. The bill ends the payment of product commissions from fund managers, super funds, insurers and other financial product providers to financial planners and advisers.
Lifespan Financial Planning scored three gongs at the 2019 IFA Excellence Awards in Sydney last Friday, the 6th of September.
Call:
(02) 9252 2000
Fax:
(02) 9252 2330
Sydney Office:
Level 23, 25 Bligh St, Sydney NSW 2000 Australia
Post:
PO Box R686, Royal Exchange. Sydney NSW 1225
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