Richard Gilbert

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Financial planning

08 Jun

Industry needs to tackle issues

With the end of the financial year fast approaching it is worth looking at some the hot issues that the IFSA membership is grappling with and which will become priorities...

Policy & Regulation

27 Oct

What the tax reform headlines have missed?

When it comes to business tax reform most of the headlines have been about capital gains tax (CGT) reform, accelerated depreciation and the lower corporate tax proposal....

Financial planning

19 Aug

Is the 'S' word back on the agenda?

Politics is akin to cooking. Things go on the boil and off the boil. Other matters simmer and then go into a boil when the right circum-stances prevail....

Financial planning

24 Jun

Making the right choice for consumers

The public and often divided debate on super fund choice has been on the boil for more than two years. It has survived two federal elec-tions; been endorsed by the ground...

Financial planning

15 Apr

Coming together in the spirit of co-opetition

IFSA’s first comprehensive financial services conference will kick off on Monday evening, July 19 and run through until 5pm Wednesday July 21 at Melbourne’s Convention Ce...

Financial planning

10 Apr

IFSA raises its own ethical standards

In previous Money Management columns, readers have been alerted to one of IFSA's major projects - the development of an industry code of ethics and associated practice st...

Financial planning

31 Mar

IFSA – Making the most of a window of opportunity

Nearly two years after the Wallis Inquiry, the long awaited reforms to the regulation of the nation’s financial markets are at last on the home stretch, with the release ...

Financial planning

18 Mar

IFSA – Investing in Australia’s savings future

According to IFSA’s industry statistics, there are about 9 million Australians who have life insurance or managed investment savings that will be affected by the business...

Financial planning

04 Mar

Breathing collective sighs of relief

After a long drought, some showers of blessings have finally rained down on the savings industry. The shower was in the form of a press release on the taxation of collect...

Financial planning

18 Feb

There is still a lot of life left in life

Amidst all the talk of mergers and acquisitions in the life insurance industry, it’s easy to lose sight of the strength and size of the industry in Australia. ...