Demonstrating value in an age of distrust

With so much discussion in the public sphere of late around conflicted remuneration and vertical integration models, financial advisers are under more pressure than ever before to transparently illustrate their value to existing and potential clients. In this article for IFA magazine, Lifespan CEO, Eugene Ardino, highlights the value of a well thought out client-value […]

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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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How your clients and business can benefit from MDAs

In this article for Money Management magazine, Lifespan CEO, Eugene Ardino, outlines why MDAs should be on every financial planner’s radar. There are a number of advantages to the client of maintaining legal ownership of the investments in their portfolio. Obviously, all the income and capital gains generated by the portfolio are retained. But also […]

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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. “Many of the advisers who have contacted us have voiced concerns about negotiating their way out of non-compete clauses with the large institutions or the inability to bulk transfer clients to a new licensee as […]

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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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