Technology JADE CARLSON | FRIDAY, 11 MAR 2022 New regulations are proposed to give the federal government greater control over digital wallets, buy now, pay later, and cryptocurrency. Read more SCOTT BREWSTER | FRIDAY, 1 JUL 2022 Intelligent document processing is a game-changer for industries like financial services, which is struggling with an increasing volume of large and complex documents requiring action. Here's all the reasons it should be adopted now. Read more Taxation & Estate Planning DOMINIQUE PERRY | FRIDAY, 18 MAR 2022 One of the supposed benefits of a discretionary trust is that it protects the assets of the key beneficiary(s) of the trust from attack by creditors. Read more KMT PARTNERS | FRIDAY, 20 MAY 2022 With the end of financial year 2022 just around the corner, there are some key updates that you should be aware of for this tax season. After some two years of leniency, the ATO is ramping up its debt collection activities. Read more Compliance RACHEL ERLICH | SUNDAY, 17 APR 2022 The Australian Financial Complaints Authority (AFCA) has received its first report card since commencing operations in November 2018. Read more MATT DALEY , AVI KUMAR | SUNDAY, 1 MAY 2022 ASIC has published Information Sheet 269 Discussing financial products and services online (Information Sheet 269), flagging three key areas social media influencers and AFS licence holders who use influencers need to be aware of. Read more SAMANTHA HILLS | SUNDAY, 31 JUL 2022 Let us take a look at whether, as the Responsible Manager of an AFSL, you really need to do RM training and what drives the answer to that question. Read more Applied Financial Planning MICHAEL MILLER | FRIDAY, 3 JUN 2022 Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more BRIAN HOR | TUESDAY, 14 JUN 2022 With soaring house prices in all Australian capital cities and many popular regional areas, more young people than ever are requiring support to enter the property market. The 'bank of mum and dad' has never been more popular as a way to help kids get ... Read more CHRIS MATHER | MONDAY, 18 JUL 2022 Around the end of the financial year and as a new one begins, many advisers are communicating with clients' accountants more frequently. It is timely to consider whether one's next conversation with an accountant could be the beginning of a beautiful ... Read more Superannuation MANSI DESAI | FRIDAY, 17 JUN 2022 Although the Federal Budget did not bring in any noteworthy superannuation changes except for the extension of the halved minimum drawdown rates, recent changes relating to the work test and contribution rules have been quite significant, especially ... Read more DANIEL BUTLER , WILLIAM FETTES | FRIDAY, 22 JUL 2022 How to formulate a robust succession plan. Read more |
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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.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
Retirement confidence highest since 2020: SSGA
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025.
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.