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Over-confident males make SMSFs riskier

A new study has found that gender has a significant impact on investment decisions. Read article here

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The Lifeplan ICFS Financial Advice Satisfaction Index – April 2017

Below are the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index. FINANCIAL PLANNING ADVICE SATISFACTION INDEX May 2017 FINAL Young clients more likely to scrutinise adviser ability IFA 060617  

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Robo adviser Six Park says lower balance SMSFs are viable

Read about a robo adviser backed by four founding members of the Future Fund says that pre-retirees with starting balances of under $150,000 can run their own super funds, despite the corporate watchdog cracking down on providers that offer low-balance SMSF set-ups. Read article here

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Case of high anxiety

Consumers may be reluctant to seek advice but a little homework can help, writes Anthony Keane from The Advertiser. Report co-author Dr George Mihaylov, from the University of Adelaide’s International Centre for Financial Services, said advisers’ financial knowledge could act as a double-edged sword, educating clients but also creating an incentive for them to dominate […]

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When size matters: A closer look at SMSF performance

In this report we use a comprehensive dataset to have a closer look at SMSF (self-managed superannuation fund) performance. Using longitudinal data from 20,121 unique SMSFs starting from the 2008-2009 fiscal year until 2014-2015, we examine fund characteristics that contribute to large SMSFs outperforming the smaller ones. These characteristics include the diversification of SMSFs by […]

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Funding our future: Perceptions of the value of financial planning advice

This report provides insight into the second and third phase of the research project ‘Funding our Future: Perceptions of the Value of Financial Planning Advice’, supported by a grant from the Australian Research Council (ARC) in partnership with the Financial Services Council and conducted by a team of researchers based at the University of Adelaide, […]

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Andrea Slattery steps down from ICFS Advisory Board

Andrea Slattery has stepped down from the ICFS Advisory Board after 12 years and will be replaced by Jordan George. Read more here.

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FPA student presentation heralds a new age of professionalism in financial advice

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 […]

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New investors reaping rewards while baby boomers are worried about the future

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 […]

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Are growth stocks overrated?

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.

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