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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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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.

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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 City Council delegation over a 5 day period. Adelaide is a sister city of Qingdao and South Australia is a sister state of Shandong.

Qingdao is of particular relevance to ICFS’s international agenda, as it has been selected by the Chinese central government as the only wealth management pilot zone in China, where a wealth management and financial services industry will be progressively developed. This provides huge opportunities for ICFS in the areas of co-education and collaborative research. Qingdao officials have been impressed with the success of the Australian wealth management and retirement income industry and are keen to learn more.

Meetings were held with the Qingdao Financial Affairs Office (which administers the pilot zone), including introductions to senior representatives of the Ocean University of China, Qingdao University and Shanghai University of Finance and Economics (Qingdao branch). There was considerable interest from the universities to establish co-education programs (incorporating internship opportunities in Qingdao) with a view to supplying talented graduates to employers in the rapidly growing Qingdao financial market. Negotiations are continuing with a view to signing Memoranda of Understanding by the end of the year.

ICFS China Visit

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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 […]

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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 […]

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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 […]

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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 […]

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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:

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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 […]

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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 […]

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