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| | | The advice industry post-Life Insurance Framework reforms is "bright and full of potiential" for those businesses that adopt a more specialised approach, according to Bombora Advice managing director Wayne Handley. Handley said the LIF reforms are compelling ... |
| | | | ... members and no member will have a premium increase," she said. From November 2018, new members joining under the age of 25 will not receive default insurance, but have the option to purchase it. Its latest product, Super Only, aims to protect accounts ... |
| | | | ... should commence as soon as practicable with clients and must be customised to suit their financial and personal situation - not a 'one-size-fits-all' approach, he said. Getting all the family members on board early in the process is key to providing ... |
| | | | ... of this, though, and therein lies the risk," she said. "Weak income growth can run below consumption growth for a time, but not forever. If households start to see this weakness in income growth as permanent, they are likely to change their spending ... |
| | | | ... billion. The integration is expected to finalise on 30 June 2018. Vamvakas added: "Member expectations are rising and it's not just about lower fees. The future is about the trust relationship between members and their fund, which is built on their fund's ... |
| | | | ... executive team. MGP explained: "This includes the filling of budgeted positions in the pre-merger MGP business which were not filled when it was apparent that the merger transaction would complete." Other operational changes include a review of technology ... |
| | | | ... even wider margin. This highlights how important it is for SMSF trustees to actively review their investment strategies and not focus on only perceived tax advantages," SuperGuard 360 said. The research noted, though, that the gap narrows somewhat over ... |
| | | | ... and financial advisers to develop digital capabilities across several engagement points. The diversified wealth manager did not disclose the amount invested in the millennial-targeted super fund. IOOF group general manager of wealth management Renato ... |
| | | | ... stream that continues to be paid after the death of the primary beneficiary. Under the current law, a reversionary TRIS is not transferrable if a dependant has not satisfied a condition of release. Removing this requirement will better align a reversionary ... |
| | | | ... Advisers has moved to placate its membership under any belief that tertiary degrees completed more than 10 years ago will not be recognised by the Financial Adviser Standards and Ethics Authority. In a statement on its website, the AFA labelled the belief ... |
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