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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index

To view the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index please go to the Lifeplan website.

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ARC Research quoted in Parliamentary Joint Committee paper

Information from the ARC Linkage grant project “Survival of Australia’s Family Farms: Credit Raising & Credit Access” has been quoted in the Parliamentary Joint Committee on Corporations and Financial Services. The paper titled Family Businesses in Australia – different and signficicant: why they shouldn’t be overlooked was released in March 2013. Download the parliamentary extract […]

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Financing of Local Government Service Delivery into the Future: Discussion Paper

This discussion paper was prepared by Associate Professor Barry Burgan and commissioned but the Local Government Association. View the Media Release here. The discussion paper can be found on the LGA website at www.lga.sa.gov.au

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Another ARC Linkage Success

A team lead by Associate Professor Alfred Yawson and including Professor Ralf Zurbruegg and Mr John G Tretola as Chief Investigators has been successful in obtaining an ARC Linkage Grant to research “The adequacy and sustainability of self-managed superannuation funds: Governance, performance, asset allocation, fee structure and compliance“. The application with SPAA as the Linkage […]

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ARC Linkage Success

A team lead by Professor Ralf Zurbrugg and including other Chief Investigators Dr Jean Canil and Professor Randy Stringer have been successful in obtaining an ARC Linkage grant for the project “Survival of Australia’s Family Farms: Credit Raising & Credit Access”. Prof Zurbrugg says that the unique cooperation between the Business School and Prof Stringer […]

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Review of APRA Investment Performance Statistics of the Australian Superannuation Industry

The International Centre for Financial Services (ICFS) has today released a ‘Review of APRA Investment Performance Statistics of the Australian Superannuation Industry’. The report was commissioned by the Investment and Financial Services Association (IFSA) who requested the ICFS provide an independent and objective view on the way in which APRA report and interpret the data […]

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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index – latest findings

Download media reports on the latest findings of the Lifeplan ICFS Financial Advice Satisfaction Index. Further information on the Index can be viewed here.

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Lifeplan

The Lifeplan ICFS Financial Advice Satisfaction Index

This is a detailed academic study that establishes the relationship between various attributes of investors’ satisfaction with their financial advisors. In particular it examines quality of technical advice, levels of trust in the advisor and perceptions of portfolio performance. It provides the data that establishes the INDEX which has a starting point of 75. Future […]

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