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Financial Planning

AIOFP signs up OFM as reverse mortgage provider

Financial services group OFM has signed up the Australian Association of Independently Owned Financial Planners (AIOFP) to be their preferred supplier of reverse mortgage products.

Navigator expands menu

Navigator has added eight investment options to its personal platforms, the Personal Investment Plan and the Personal Retirement Plan.

More bang for bucks with industry super funds

New research reveals that industry super funds delivered better performance for members in all sectors of the superannuation industry.

David Jones adds more financial services to shopping list

Leading department store David Jones has announced plans to expand its financial services operations, a move that reinforces its slogan that there's no other store like, well, David Jones.

Five out of six Australians lack income protection: CommInsure

A CommInsure survey released this week found that five out of six Australians have inadequate income protection insurance in the case of illness or injury.

Advice is cheap compared to tax return fees

If Australians are comfortable spending $1 billion on lodging tax returns through tax agents, then financial adviser fees might almost seem a bargain.

FPA begins Westpoint investigation

Twenty-three separate complaints have been received by The Financial Planning Association (FPA) against possible members who advised clients on Westpoint investments, triggering the organisation to begin investigations.

Super SA partners with IFFP to offer commission-free advice

Starting next month, Super SA will be partnering with Industry Fund Financial Planning (IFFP), a division of IFS, to offer commission-free financial advice to their 180,000 members.

Challenger number one for annuities: Plan For Life

Challenger has taken out the top annuities provider award for 2005, presented by Plan For Life at their first annual annuity provider award ceremony, held last night.

ASIC launches TAP calculator

The Australian Securities and Investments Commission (ASIC) has launched a new term allocated pension (TAP) calculator to assist in retirement planning, while at the same time upgrading its superannuation calculator.