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  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 |
Latest News
Platforms placate fee consent ordeal: SuitabilityHub
Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker says.
Fiducian FUMAA swell to $14.4bn
Fiducian Group reported an 11% increase in funds under management, administration, and advice (FUMAA) to $14.4 billion thanks to improved inflows and the steady rise of the financial markets.
Centaur goes self-licensed, appoints former dealer group head
Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process.
Shift needed in retirement income advice: Allianz Retire+
A new report suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
