Compliance  SAMANTHA HILLS | FRIDAY, 17 JAN 2025 It pays to understand super trustees' obligations as modified by the Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Act 2024 (the DBFO Act), when it comes to advice fees. Read more  CHRISTOPHER OVERTON | FRIDAY, 28 FEB 2025 Sometimes personal situation becomes desperate, leading to a member wanting to access the superannuation monies trapped in their superannuation fund. Read more  DAVID COURT | FRIDAY, 7 MAR 2025 The distinction between wholesale and retail clients is a fundamental part of Australia's financial services laws. Read more  EMANUEL KAZOULLIS | FRIDAY, 16 MAY 2025 Having an Australian Financial Services (AFS) licence is a bit like hosting a dinner party, where the Australian Securities and Investments Commission (ASIC) is an uninvited guest who will still critique your food, judge your table settings and leave ... Read more  SEAN GRAHAM | FRIDAY, 23 MAY 2025 In my career, I have been required to 'handle' three significant adviser frauds, so I know that while most advisers operate with integrity and professionalism - means, motive, opportunity and lax oversight can lead to advisers making choices whose consequences ... Read more Applied Financial Planning  MARK GLEESON | FRIDAY, 24 JAN 2025 When a client sells their main residence, you can add considerable value by helping them understand key tax, superannuation and social security issues and opportunities. Read more  JENNEKE MILLS | FRIDAY, 31 JAN 2025 Below are some of the key dates for every adviser to be aware of, to help you and your clients hit the ground running when it comes to advice strategy in 2025. Read more Technology  CLIVE FERNANDES | FRIDAY, 7 FEB 2025 While generative AI grabs headlines for its capabilities in content creation and automation, its real value in financial advice lies in how it augments existing processes and empowers human advisers to provide better services. Read more  TRACY LU , TOMMY CHEN , MAX JONES , PAUL MERSIADES | FRIDAY, 4 APR 2025 In this article, we set out the key themes that emerged from our analysis and recommend ways to mitigate IP risk when using generative AI tools. Read more CLIVE FERNANDES | THURSDAY, 17 APR 2025 This article explores the evolution of superannuation, the operational challenges funds face, their impact on members and the financial system, and the solutions that can drive industry transformation. Read more CLIVE FERNANDES | THURSDAY, 24 APR 2025 This article explores the transformative change that can be achieved through the implementation of smart technologies, highlighting how this has been achieved by some financial services entities overseas. Read more Investment  CHAMATH DE SILVA | FRIDAY, 14 FEB 2025 It is fair to say that 2024 came to be defined by the final few months, where the US political election, growing fiscal risks, and an ever-resilient US economy sent benchmark global yields higher, despite the start of rate cuts from several major central ... Read more  PETER MOUSSA | FRIDAY, 11 APR 2025 The Australian dollar versus the US dollar exchange rate faces several headwinds in 2025. Read more Superannuation  CHRIS CHOW | FRIDAY, 21 FEB 2025 While the annual superannuation contribution caps will not change in 2025/26, indexation of the general TBC means there may be a number of key planning considerations and opportunities for clients in both the remainder of 2024/25 and into 2025/26. Read more CHRISTOPHER OVERTON | FRIDAY, 6 JUN 2025 The superannuation laws do not prohibit an SMSF from providing host services to the public. However, one must ensure the SMSF's trust deed does not prohibit the self-managed superannuation fund from investing in an Airbnb property. Read more Taxation & Estate Planning DAVID COURT | FRIDAY, 14 MAR 2025 The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more  MICHAEL HALLINAN | FRIDAY, 28 MAR 2025 A significant change has occurred in relation to market-linked pensions. These pensions can now be terminated with the consequence that the member account balance previously supporting the pension can be either cashed out, retained in the fund as an ... Read more  LOUISE MEIJER , ANKIT SHARMA | FRIDAY, 13 JUN 2025 As we approach the end of the financial year, it is an opportunity to reflect on the year that was and consider actions that need to be undertaken prior to 30 June to maximise year-end tax planning opportunities. Read more Ethics & Governance  BRYAN ASHENDEN | FRIDAY, 21 MAR 2025 This article explores the intersection of estate planning and ethics, highlighting key challenges, best practices, and the broader implications for financial professionals and their clients. Read more  DARREN FITTLER | FRIDAY, 30 MAY 2025 This article provides an overview of the updated deductible gift recipient (DGR1) category of harm prevention charities, including the requirements and processes for registration and the types of activities these entities undertake. Read more Communications & Marketing  LYNDA DOWLING | FRIDAY, 9 MAY 2025 This paper focuses on influencer marketing, specifically prohibitions related to the provision of unauthorised financial services, inducement and referral selling, misleading and deceptive conduct, and engaging in unconscionable conduct. Read more |
Latest News
ASIC bans advisers for dodgy Shield Master Fund advice
Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator.
Findex partners with brokerage firm to deliver 'best-in-class' service
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service.
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
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 ...
