Client Articles & News

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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

Trustees of SMSFs need to be on guard as ASIC monitoring continues

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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Government needs to increase access to advice, not reduce it

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.

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Why it doesn’t pay to pay off your uni debt

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.

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Market Volatility

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.

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Why I’m a Financial Planner

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.

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Consumers’ thoughts on Financial Advice

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.

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Lifespan Quarterly Newsletters

Lifespan provides a variety of newsletters and financial bulletins to clients and members of the general public. To receive our bulletins and newsletters –  just complete the form on this page.

At Lifespan we recognise that your privacy is very important – we are committed to protecting your privacy. Lifespan encourages you to review the Security and Privacy Statement and to contact us if you have any questions about data security and our services. 

Your Personal Wealth Spring 2019

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

Your Personal Wealth, Winter - 2019

Legislated changes in effect – Come July 01 how will you be effected?

Your Personal Wealth Autumn 2019

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

Your Personal Wealth, Summer 2018

Rocky road ahead or is this just part of a normal cycle?

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