The Australian Prudential Regulation Authority’s recent statistics on SMSF funds showed there were 595,840 SMSFs operating in Australia, holding $712 billion in assets. The recent revelations from the banking royal commission around the lack of transparency of retail funds’ investments and their tendency to focus on profit rather than the interests of members is likely to only drive more people to set up their own funds.
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Lifespan's articles and News
These articles and newsletters may give you a better perspective on your situation – they may also generate some thoughts and questions about what you may need to put in place today, in order to guarantee tomorrow.
Articles & News
As individuals get closer to retirement, many are seeking further advice to help them better understand the circumstances required to allow them to access their superannuation savings, often with the desire to access their super at an earlier age.
Many consumers often don’t understand the rules and conditions necessary to allow for the release of their super savings.
The release of ASIC’s Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ﬁnancial advice, 89% intend to get advice again in the future.
The report also revealed that almost four times as many Australians who received advice in the past 12 months had a ‘great deal of trust’ in their advisers compared to those people who had not received advice recently.
Australians who have racked up sizeable study debts should not rush to pay them back and instead should divert their money elsewhere, experts say.
The Higher Education Loan Program (HELP) debts are one of the cheapest forms of debts people can have because they do not attract interest charges.
Sudden Financial market movements can be unnerving for even the most hardened investor, and it’s difficult not to panic when trends in the market take a downturn. Unfortunately, it’s not unusual to see investors over react in volatile markets, unnecessarily selling various quality assets only to realise capital gains or even taking the extreme step to sell out of the market entirely.
Eugene Ardino, CEO of one of Australia’s largest privately owned financial advice licensees, Lifespan Financial Planning, shares the story of why he became a financial planner, what he loves about his career and his views on the findings of the Royal Commission.
With the Royal Commission into Banking and Financial Services taking (only) a negative view on some of the primary providers of advice, there have been several recent attempts to garner the opinions of the average Australian consumer in order to help bring a client-centric focus back to these examinations.
Lifespan Financial Planning scored three gongs at the 2019 IFA Excellence Awards in Sydney last Friday, the 6th of September.
Lifespan Quarterly Newsletters
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Your Personal Wealth, Summer 2020
Credit, Cash, or AfterPay? How to spend more wisely over the Holiday Period.
Your Personal Wealth, Spring 2019
The effects of the Royal Commission continue to hurt the industry, with client confidence in advice being one of the casualties.
Your Personal Wealth, Winter - 2019
Legislated changes in effect – Come July 01 how will you be effected?
Your Personal Wealth, Autumn 2019
More Australians explore early access to their superannuation, but under what circumstances is this possible?
Your Personal Wealth, Summer 2018
Rocky road ahead or is this just part of a normal cycle?