Ethics & Governance  NEIL SPARKS | MONDAY, 14 NOV 2022 This article will discuss ethics in practice and the everyday application of ethical considerations into the business of financial advisers. Read more Compliance  JOSH WIGNEY | FRIDAY, 2 DEC 2022 The responsible manager (RM) is one of the most important positions that an Australian Financial Services (AFS) Licensee has to maintain. The RM is the person-or more likely, persons-who demonstrates the organisation's competence and is ultimately responsible ... Read more Applied Financial Planning  MICHAEL MILLER | MONDAY, 12 DEC 2022 This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Read more  NATHAN KRIEGER | FRIDAY, 10 FEB 2023 While the common complaint over recent years has been one of change fatigue, increasingly evident in the survey are expressions of hope and opportunity. Read more Technology  LESLEY SUTTON , EMILIE WILLIAMS | FRIDAY, 8 NOV 2024 The government recently introduced a raft of bills to parliament as part of a Cyber Security Legislative Package. This article explores the proposals to strengthen the existing obligations and government powers under the Security of Critical Infrastructure ... Read more |
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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.
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 ...
