Andrea Slattery has stepped down from the ICFS Advisory Board after 12 years and will be replaced by Jordan George. Read more here.
In August 2016, ICFS partnered with the Financial Planning Association to present an information session to students in the School of Accounting and Finance. Howard Cook, FPA’s Head of Academic Relations, focused on the significant opportunities available in pursuing a career in financial planning. He outlined some of the different career pathways within the financial […]
New investors reaping rewards while baby boomers are worried about the future according to the Lifeplan ICFS Financial Advice Satisfaction index. The bi-annual Lifeplan ICFS Financial Advice Satisfaction index has revealed that while wealthier investors aged over 60 are worried about the future of their investments, new investors are engaging more with financial advisers and […]
Read about a University of Adelaide study by Dr Paskalis Glabadanidis, which looks at more than 30 years of Australian share returns and shows that growth stocks have performed worse than the overall market. Read article here.
Read an article about why Australians have one of the leading Superannuation savings systems in the world and how to maximise your super balance here.
In August, ICFS Director David White travelled to Qingdao, China, to pursue opportunities arising from an earlier visit in April. On this occasion he was accompanied by ICFS Advisory Board Chair Matt Walsh, Head of fund manager LifePlan. Qingdao (Population 9m) is a progressive coastal city in Shandong Province. David and Matt joined an Adelaide […]
The SMSF Professionals’ Association of Australia Prize for the Professional Certificate in Self Managed Superannuation Funds The SMSF Association has agreed to offer a prize to the most distinguished graduand in Certificate in Self-Managed Superannuation Funds. The prize shall be known as “The SMSF Association Prize for Certificate in Self-Managed Superannuation Funds”. The prize shall […]
On 4th May 2016, The International Centre for Financial Services was pleased to host a presentation by Mr Andrew Clifford, Chief Investment Officer, Platinum Asset Management. The audience of around 50 people, including Academics and students from the School of Accounting and Finance, heard Andrew share his current views on China, the US and the […]
Applications are now open for the following courses: 1. Graduate Certificate in Self Managed Superannuation Funds This SMSF program has been designed in conjunction with the SMSF Association to appeal to all practitioners in the SMSF advice sector including financial planners, accountants, lawyers and auditors. Applications for Semester 2 2016 close on Monday 20th June […]
The SMSF Association has collaborated with the University of Adelaide to offer an SMSF qualification to SMSF specialists across various professional disciplines. The qualification, which begins in July and is open for enrolment now, will offer four courses: SMSF Best Practice, Understanding SMSF Trustees, SMSF Strategic Advice and SMSF Advanced Technical. Students will earn a […]