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Media releases - financial planning

Media releases from CPA Australia relating to financial planning.

Guidance provided for advice on agribusiness MIS

CPA Australia has developed a guidance note to help its members provide appropriate advice on agribusiness managed investment schemes (MIS).

CPA Australia provides guidance on aged care advice

As Australians are increasingly seeking professional advice about the financial issues surrounding aged care for their elderly parents, CPA Australia has issued guidelines for its members on the areas covered by financial services licensing.

Government proposals don't go far enough: CPA Australia

CPA Australia welcomes the Government's proposals to ease the squeeze on those seeking financial advice, but doesn't think they go far enough.

Mitigate the risks of investing

The key to managing most investment risks is to diversify. CPA Australia has compiled a list of the top 10 risks you need to think about before deciding where to invest, along with some tips on how to manage them.

Financial hangover? Try a seven-day detox for your money

Many people use the start of a new year to get their bodies back in shape after indulging a little too much in the festive season.

Seek professional advice before leaping into a house purchase

To rent or to buy - that is the question many people will be asking themselves in 2007, according to CPA Australia.

Safeguarding your most valuable asset

Insuring your house does little to safeguard your biggest asset. Your most valuable asset is probably not your home, superannuation, car or your investment portfolio - it's you.

Be cautious of interest-free credit, it can be expensive

Just like there's no such thing as a free lunch, there can be a sting in the tail of so-called interest-free credit. Don't get caught with unexpected interest costs and charges.

Get good advice, see a financial planner

Given the complexities of Australia's tax and social security systems, it's worth paying to get good financial advice to make sure you're on the right track and maximising all your entitlements.

Financial advisers reject SRI performance trade-off: CPA Australia survey

Nearly two-thirds of financial advisers do not expect socially responsible investments (SRIs) to provide lower financial returns.

Why some super funds choose not to invest in private equity

More light is thrown on reasons why some larger superannuation funds choose not to invest in private equity, with the release of exploratory research conducted for the first time on how superannuation funds decide on asset allocation.

Tread carefully when considering T3 shares, warns CPA Australia

With all the publicity surrounding Telstra’s T3 share offer, peak accounting body CPA Australia says the volatility associated with shares may not make it the ideal investment option for everyone.

CPA Australia welcomes super package final changes

The Treasurer's superannuation announcement will enable many Australians contemplating retirement to move ahead with their planning.

Pearce progress report welcomed

Moves to simplify financial information for consumers were welcomed today by Australia's largest professional body, CPA Australia.

Planning for interest rate rises

It's time to reassess all household debt, says CPA Australia, following the Reserve Bank of Australia's interest rate increase today.

Guidance provided for advice on agribusiness MIS

CPA Australia has developed a guidance note to help its members provide appropriate advice on agribusiness managed investment schemes (MIS).

CPA Australia provides guidance on aged care advice

As Australians are increasingly seeking professional advice about the financial issues surrounding aged care for their elderly parents, CPA Australia has issued guidelines for its members on the areas covered by financial services licensing.

Government proposals don't go far enough: CPA Australia

CPA Australia welcomes the Government's proposals to ease the squeeze on those seeking financial advice, but doesn't think they go far enough.

Mitigate the risks of investing

The key to managing most investment risks is to diversify. CPA Australia has compiled a list of the top 10 risks you need to think about before deciding where to invest, along with some tips on how to manage them.

Financial hangover? Try a seven-day detox for your money

Many people use the start of a new year to get their bodies back in shape after indulging a little too much in the festive season.

Seek professional advice before leaping into a house purchase

To rent or to buy - that is the question many people will be asking themselves in 2007, according to CPA Australia.

Safeguarding your most valuable asset

Insuring your house does little to safeguard your biggest asset. Your most valuable asset is probably not your home, superannuation, car or your investment portfolio - it's you.

Be cautious of interest-free credit, it can be expensive

Just like there's no such thing as a free lunch, there can be a sting in the tail of so-called interest-free credit. Don't get caught with unexpected interest costs and charges.

Get good advice, see a financial planner

Given the complexities of Australia's tax and social security systems, it's worth paying to get good financial advice to make sure you're on the right track and maximising all your entitlements.

Financial advisers reject SRI performance trade-off: CPA Australia survey

Nearly two-thirds of financial advisers do not expect socially responsible investments (SRIs) to provide lower financial returns.

Why some super funds choose not to invest in private equity

More light is thrown on reasons why some larger superannuation funds choose not to invest in private equity, with the release of exploratory research conducted for the first time on how superannuation funds decide on asset allocation.

Tread carefully when considering T3 shares, warns CPA Australia

With all the publicity surrounding Telstra’s T3 share offer, peak accounting body CPA Australia says the volatility associated with shares may not make it the ideal investment option for everyone.

CPA Australia welcomes super package final changes

The Treasurer's superannuation announcement will enable many Australians contemplating retirement to move ahead with their planning.

Pearce progress report welcomed

Moves to simplify financial information for consumers were welcomed today by Australia's largest professional body, CPA Australia.

Planning for interest rate rises

It's time to reassess all household debt, says CPA Australia, following the Reserve Bank of Australia's interest rate increase today.



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