Retirement  RAHUL SINGH | FRIDAY, 29 JAN 2021 When a client moves into aged care, given that for many, a significant proportion of wealth is tied up in the family home, it is important to understand the impacts on social security and aged care means testing where the home is kept and rented out ... Read more  DEBBIE SAGE | THURSDAY, 20 MAY 2021 Residential aged care is that next step where, for a variety of reasons, a person can no longer live at home. Generally, this option is known to be for those who need that additional level of care. Read more RAHUL SINGH | FRIDAY, 28 MAY 2021 Accumulated through compulsory and voluntary contributions as well as earnings, superannuation is a significant source of retirement savings. As clients approach retirement, their minds often turn from accumulating to accessing their superannuation ... Read more  ASHLEY DAVIDSON | FRIDAY, 4 JUN 2021 The superannuation system is based on the notion that you can build up your nest egg steadily over the course of your working life, but that is not always the case. Read more Investment  ANDREW WILSON | FRIDAY, 5 FEB 2021 People often ask why interest rates are so low, what is a negative interest rate and when will rates rise again. This paper explains the economics behind low interest rates, considers what Australia's central bank, the Reserve Bank of Australia (RBA) ... Read more  MONIK KOTECHA | WEDNESDAY, 10 MAR 2021 Megatrends and disruption are not mutually exclusive, but inexorably entwined. Disruption is now playing a stimulant role to what has been going on for many years in pervasive global megatrends. Read more  KANIKA SOOD | THURSDAY, 27 MAY 2021 If a security were to rise from 97 cents to $70,000 in 10 years, it would be hard for a financial adviser to not get calls from clients asking about it. Read more Insurance  CARLY VAN DEN AKKER , MICHAEL RENNY | WEDNESDAY, 10 FEB 2021 One of the emerging risks raised in this year's Swiss Re SONAR New emerging risk insights report (SONAR report) is 'mental health among the young'. Read more  RUSSELL CAIN | FRIDAY, 14 MAY 2021 You might have read in the news of the Australian Prudential Regulation Authority (APRA) changes coming to income protection insurance contracts. APRA has announced a significant shakeup to income protection policies, and none of it benefits the customer. ... Read more Technology  HUB24 PTY LTD | FRIDAY, 19 FEB 2021 Financial advice is a service valued by many Australians, and many more are interested in seeking advice. However, it is currently not accessible to all. Read more  KON COSTAS | FRIDAY, 5 MAR 2021 This paper looks at how financial advice businesses struggling to contain costs can use insights from benchmarking data to support better operational and strategic decisions. Read more Compliance  SIMON BETCHLEY , JARRAD GRAY | FRIDAY, 26 FEB 2021 The minute the current fee-disclosure statement (FDS) and opt-in requirements became law, advisers across the country hung their heads in the knowing that this was going to add nothing to their client relationships other than an increase in costs due ... Read more  CHRIS CHILDS | FRIDAY, 23 APR 2021 For the past decade, individual jurisdictions have fallen short of achieving the standardisation in trade reporting that would enable regulators to reach the level of transparency and global risk monitoring in the over-the-counter (OTC) derivatives ... Read more  SAMANTHA HILLS | WEDNESDAY, 16 JUN 2021 Many responsible managers (RMs) of Australian financial services (AFS) licensees are curious to know what they have to do and whether they are personally exposed. To get a handle on these issues, you need to understand the framework in which RMs exi ... Read more Applied Financial Planning  JASON KOMADINA | FRIDAY, 19 MAR 2021 Making the most of introducing managed accounts into a financial advice practice will take a journey of two to three years. Read more  DREW BROWNE | THURSDAY, 24 JUN 2021 Thinking about setting some financial goals this year? Sounds simple enough right? But simple doesn't always mean easy. Read more Ethics & Governance  ANGELIQUE AKSENOFF | THURSDAY, 25 MAR 2021 Individuals like Melissa Caddick, Melinda Scott and Bernie Madoff, when first exposed, initially elicit expressions of shocked disbelief; quickly replaced by outrage, overreaction and their categorisation as outliers. Read more  ANITA LEMAIRE | TUESDAY, 13 APR 2021 With Australia's COVID-19 vaccine program in full swing, businesses and banking institutions across the country are cautiously optimistic that the nation's economic recovery is about to kick into gear. Read more Superannuation  MARTIN FOWLER | THURSDAY, 8 APR 2021 With the financial year-end fast approaching, there is still time to take advantage of the various superannuation contribution strategies and concessions that are available. This paper comprises a brief summary of these strategies and concessions. Read more  TIM MILLER | THURSDAY, 29 APR 2021 The general transfer balance cap (GTBC) was introduced from 1 July 2017 and is a cap on the how much can be transferred to a retirement phase pension for a member. The cap ultimately restricts the entitlement an individual has to receive a tax exemption ... Read more Communications & Marketing  SIMON RUSSELL | FRIDAY, 7 MAY 2021 While most would agree that getting good client feedback is desirable, it can be difficult for a financial adviser to know what their clients actually think. Read more Taxation & Estate Planning  KMT PARTNERS | FRIDAY, 11 JUN 2021 Every March 31, the fringe benefits tax (FBT) year ends. With the ever-increasing budget deficits as a result of COVID-19, the Australian Taxation Office (ATO) will be reviewing whether all employers who should be paying FBT, are paying it and that ... Read more |
Latest News
Increased local, international demand drives practice valuations
The price multiples for financial planning practices have risen as much as 30% in the past 12 months, analysis shows.
Firms rebuffing AFCA determinations should be named: FAAA, professional bodies
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have failed to do so.
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
