BLOGS WEBSITE

Category: Connect

Aussies tops when it comes to super

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.

Posted in Connect, News | Tagged , , , |

Comments Off on Aussies tops when it comes to super

ICFS China Visit

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 […]

Posted in Connect, News | Tagged , , , , , , |

Comments Off on ICFS China Visit

Amendments to Prize Rules – SMSF Prize for Professional Certificate in SMSF

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 […]

Posted in News, Student Prizes, Study | Tagged , , , , , |

Comments Off on Amendments to Prize Rules – SMSF Prize for Professional Certificate in SMSF

Presentation by Mr Andrew Clifford, Platinum Asset Management

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 […]

Posted in Connect, Events, News | Tagged , , , , |

Comments Off on Presentation by Mr Andrew Clifford, Platinum Asset Management

Applications Now Open

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 […]

Posted in Connect, News, Study | Tagged , , , , , , , |

Comments Off on Applications Now Open

SMSF Association teams up with University of Adelaide in education initiative

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 […]

Posted in Connect, News, Study | Tagged , , |

Comments Off on SMSF Association teams up with University of Adelaide in education initiative

SMSF Retirement Essentials Launch

Further to our announcement on 23rd February, the official launch of the first ICFS and Accurium SMSF Retirement Essentials course was held at the National Wine Centre on 16th March 2016:

Posted in Events, News | Tagged , , , , , |

Comments Off on SMSF Retirement Essentials Launch

ICFS Biennial Report

The ICFS Biennial Report is now available to download here. The report features articles on: The determinants of customer satisfaction in the financial planning industry Funding our Future: Perception of the Value of Financial Planning Advice University of Adelaide and AMP SMSF Centre of Excellence ICFS and Accurium Retirement Essentials One Day Workshop Finance Students […]

Posted in News | Tagged , , |

Comments Off on ICFS Biennial Report

Accurium partners with University of Adelaide to launch Australia’s first SMSF retirement course

The University of Adelaide has partnered with SMSF retirement specialist, Accurium to launch Australia’s first SMSF retirement-specific course for SMSF practitioners. The course ‘SMSF Retirement Essentials’ has been developed by Accurium in collaboration with the University of Adelaide and will be part of the University’s International Centre for Financial Services (ICFS) program offerings. Apply Now […]

Posted in News | Tagged , , , |

Comments Off on Accurium partners with University of Adelaide to launch Australia’s first SMSF retirement course

Gen Y’s satisfaction with financial advice surges as advice index hits high

Investors aged under 30 have shown a surge in satisfaction with their financial advisers, beating the satisfaction levels of all other age groups, according to the April 2015 survey results of the Lifeplan ICFS Financial Advice Satisfaction index*. Read the full media release and report from Lifeplan below: Lifeplan Media Release – Financial Advice Satisfaction […]

Posted in News | Tagged , , , , , , , |

Comments Off on Gen Y’s satisfaction with financial advice surges as advice index hits high