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Saving for your own funeral more attractive under new tax laws
People saving for their own funeral will have more incentive to do so from 1 January 2008, according to Australia’s largest provider of pre-paid funeral investments.
24 December, 2007
Financial Planners “hold ground” despite market turbulence: major study reveals
Recent market turbulence in the investment sector had only a minor impact on investors’ propensity to advocate their financial planner, according to a national industry survey.
20 November, 2007
Records keep tumbling for Lifeplan Funds Management
For the third successive year, leading Australian specialist funds management group, Lifeplan Funds Management, has set a new record.
5 November, 2007
Parents and grandparents hit by education costs soaring above official inflation rate
Australian parents and grandparents are under increasing financial pressure from startling new figures announced this week on the soaring average cost of educating a child.
26 October, 2007
Lifeplan Funds Management appoints Loans Manager
Mr Robert Clapp has been appointed Loans Manager for Lifeplan Funds Management – a national market leader in specialised investment products.
24 October, 2007
New Tax Laws Provide Financial Bonus to Funeral Bonds Investors
New tax laws passed today/this week in Federal Parliament provide a financial bonus to people planning to cover the costs of their own funerals, Australia’s largest provider of pre-paid funeral investments said today.
20 September, 2007
Spiralling education costs major contributor to Consumer Price Index hike
The cost of education in Australia continues to increase faster than the rate of inflation, with primary school fees a major contributor to the latest rise in the Consumer Price Index (CPI).
26 July, 2007
Financial Planners Held in High Regard: Australian-First Report Reveals
Australian investors have a high regard for their financial advisors, which reaches extremely high levels the longer the duration of the client/adviser relationship, the older the client and the more investment funds available.
25 July, 2007
Record Lifeplan Group Sales Surge Above $300 million
Lifeplan Funds Management – a national market leader in specialised investment products – today announced that total sales for the 2006/07 financial year had topped a record-breaking $307 million.
20 July, 2007
Spiralling education costs spark demand for new investment fund
One of Australia’s leading providers of education savings and investment products today launched a new fund to cater for all-time high demand for tax-effective education investment funds.
12 July, 2007
Lifeplan’s Education Savings Plans not linked to Australian Tax Office warning
One of Australia’s leading providers of education savings plans today announced an Australian Tax Office warning on specific “scholarship trusts and education funding programs” did not affect its products in any way.
15 June, 2007
Changes to Funeral Bonds tax exemption laws - "double" bonus to investors
People wanting to invest money to provide funds for their own funerals have received two significant boosts in the Federal Government's Budget.
16 May, 2007
Lifeplan's Surging Funeral Funds Top $300 Million
Expanding interest in funeral bonds and pre-paid funeral plans in Australia is reflected in new figures announced today by the Lifeplan Funds Management Group.
7 May, 2007
Lifeplan Races to Record-breaking $200 Million
Leading specialist funds management group, Lifeplan Funds Management, has smashed one of its own yearly growth records – with more than three months still to go in the current financial year.
27 March, 2007
New Lifeplan Investment Fund Tops $20 Million
A new financial investment product designed to appeal to Australia’s new breed of savvy and demanding Babyboomers has struck an instant chord with investors.
13 March, 2007
Australian Education Costs Increasing Faster than Inflation
The cost of education in Australia is increasing faster than the rate of inflation, new figures released today have revealed.
24 January, 2007
Lifeplan Group Breaks Another Record
Leading specialist funds management group, Lifeplan Funds Management, has set another record.
13 December, 2006
Lifeplan Group tops $1.5 Billion in record-breaking year
The record-breaking growth of the Lifeplan Funds Management Group took its total assets and funds under management to $1.58 billion in the 2005-06 financial year.
30 November, 2006
Lifeplan Launches New Financial Product Designed to Cater For Savy Babyboomers
A new financial investment product designed to appeal to Australia’s new breed of savvy and demanding Babyboomers was unveiled today by leading specialist funds management group, Lifeplan Funds Management.
15 November, 2006
Lifeplan Fights Above Weight Class
Adelaide-based Lifeplan Funds Management has again proved its ability to “fight above its weight class” against its multi-national competitors, significantly increasing its market leadership in the Australian investment bond market.
11 September, 2006
Lifeplan Group achieves Top 500 status
Lifeplan Funds Management today announced that it had been included in Business Review Weekly’s List of Top 500 Australian Companies.
15 August, 2006
Lifeplan Reaches $200M in Sales
Lifeplan Funds Management today announced that it had reached a milestone $200M in sales on it’s investment products for the financial year to date, as at 5th May.
6 May, 2006
Lifeplan Surpasses Growth Target
Lifeplan Funds Management today announced a record level of net inflow in its investment products, for the year ended 31 March 2006.
10 April, 2006
Building Society Members Support Merger
Lifeplan Australia Building Society Ltd (LABS) Depositor and Borrower Members have provided resounding support for the merger of LABS with Lifeplan Australia Friendly Society Ltd (LAFS) at LABS Member meetings held on 29 March 2006.
29 March, 2006
Record-Breaking Funds Management Growth Continues For SA-Based Lifeplan Group
Total assets and funds under management and administration of South Australian-based Lifeplan Funds Management Group expanded further to a record $1.34 billion in the 2004-05 financial year.
24 November, 2005
Lifeplan Launches Enhanced Tax Minimiser Investment Bond
Lifeplan Funds Management has announced the launch of its enhanced Tax Minimiser Investment Bond, which includes four new multi-manager funds.
8 November, 2005
Lifeplan Appoints New Chairman, John Butler
Lifeplan Funds Management has today announced the appointment of new Chairman, John Butler.
1 July, 2005
Lifeplan Launches FlexiSmart Home Loan
Lifeplan Funds Management has today announced the launch of their new FlexiSmart Home Loan.
1 June, 2005
Lifeplan and Commonwealth Bank launch a new Education Savings Plan
Lifeplan Funds Management and the Commonwealth Bank of Australia have today announced the launch of the Commonwealth Bank Education Savings Plan, a savings and investment product aimed at helping parents save for their children’s education.
14 February, 2005
Tragic Loss of Chairman, Bernie Lewis
The Management and staff of Lifeplan Funds Management have been saddened by the tragic and sudden death of Bernie Lewis and his wife Christine in a plane crash in New Zealand. Our deepest sympathies are extended to their family.
4 February, 2005
Strong Growth Continues for Lifeplan Group
The growth of the South Australian-based Lifeplan Funds Management Group continued in the 2003-2004 financial year, with a further 8% expansion in total assets and funds under management.
1 December, 2004
Lifeplan Captures 27% of Market Share
Lifeplan Funds Management is pleased to report that they have retained market leadership in the Australian Investment Bond market. Lifeplan achieved 27% market share of inflows into the investment bond market for the year ending 30 June 2004.
12 July, 2004
Lifeplan Launches Revolutionary Education Savings Plan
Lifeplan Funds Management, an Australian-owned $1 Billion specialist funds manager and market leader in niche products in Australia, such as investment bonds and pre-paid funeral bonds, has today launched a specialised education savings and investment product.
12 October, 2003
Special Tax Benefits for Education Plans Now Law
Lifeplan Funds Management, an Australian-owned $1 Billion specialist funds manager, has welcomed the passing of new tax laws giving special tax benefits to education savings plans offered by friendly societies.
1 April, 2003
Lifeplan Maintains Niche Market Leadership
Lifeplan Funds Management, a $1Bn niche funds management firm, has continued to maintain market leadership in one of its key niche positions, investment bonds. The figures show Lifeplan the market leader for the September 2002 quarter, with over 21% share of inflows into the specialised investment bond products.
31 January, 2003
Lifeplan Spots Gap in Education Savings Market
Lifeplan Funds Management, an Australian-owned, $1 Billion specialist funds manager and market leader in niche products in Australia (such as investment bonds and funeral bonds), has commenced development of a specialised savings and investment product for the education savings market.
1 December, 2002
Strong Funds Management Growth Takes Lifeplan Group Above $1 Billion
The Lifeplan Funds Management Group achieved further solid growth in 2001-2002 with total assets and funds under management topping $1 billion for the first time.
28 November, 2002
Lifeplan Focus on Funds Management
The Lifeplan Funds Management Group today announced it had executed an agreement to sell its five Adelaide-based aged healthcare centres to listed Australian health and eldercare company, DCA Group Limited (ASX: DVC).
14 October, 2002
Former StateGuard Members Give Vote of Confidence
Following on from it’s acquisition of the StateGuard Friendly Society in 1999, Lifeplan announced today that it had surpassed its original projected client retention rate.
1 March, 2002
Lifeplan Reaches $100M in Sales
Lifeplan Funds Management today announced that it had reached $100M in sales on it’s investment products for the financial year to date.
28 February, 2002
Lifeplan Selects Sungard for Investment Systems
Lifeplan Funds Management, a leading Australian specialist fund manager, has selected Sungard Treasury Management Systems’ Quantum to provide its funds management operations with the key financial information required to sustain highly efficient, accurate, secure and flexible operations.
1 February, 2002
New Ads To Get The Lifeplan Message Out
Lifeplan Funds Management has launched a new series of television ads to raise it’s profile amongst the general investing public.
1 August, 2001
Lifeplan Takes Over Savings & Loans $20M in Funds
Lifeplan Funds Management announced today that it would take over the Savings & Loans Friendly Society, with a total $20 million in funds under management.
1 July, 2001
Lifeplan acquires Norwich Union funeral plan operations
Lifeplan Funds Management announced today that it has acquired Norwich Union Australia’s funeral plan business, Norwich Union Funeral Plan Management Pty Limited
5 March, 2001
Funds Management Group eyes further expansion after record
Lifeplan Financial Group doubled after-tax profit from $2.9 million to $5.8 million in the 1999-2000 financial year and is already seeking further expansion through mergers and acquisitions.
1 December, 2000
Lifeplan on lookout for further growth opportunities - Chairman
The Lifeplan Financial Group is on the lookout for further growth opportunities following its successful absorption of Victoria's StateGuard Friendly Society.
30 November, 1999
Lifeplan tops Managed Funds Survey
South Australian based funds manager, Lifeplan Financial Group, has welcomed the results of an independent report giving it top billing in a national Funds Management survey.
18 February, 1999
Stateguard Friendly Society to Merge with Lifeplan Finanacial Group
A major Victorian friendly society, StateGuard, will merge its operations into South Australian non bank financial institution, Lifeplan Financial Group.
29 January, 1999
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