Superannuation  SEAN GRAHAM | FRIDAY, 20 JUN 2025 This article is based on insights shared during the live streamed webinar 'How forward thinking practices are redesigning their approach to contemporary retirement advice', hosted by Challenger on 9 April 2025, featuring Sean Graham, managing director ... Read more  JULIE STEED | FRIDAY, 20 MAR 2026 Getting the value of assets correct can help clients to manage tax, social security and aged care outcomes. In this article, we explore these common areas of advice and the valuation considerations. Read more Ethics & Governance SEAN GRAHAM | FRIDAY, 27 JUN 2025 Financial abuse rarely introduces itself. It does not always come with signs you can tick off on a checklist. But it is more common than most people realise- and growing fast. Read more Applied Financial Planning  JANET MANZANERO-CARUANA | FRIDAY, 20 FEB 2026 Blended families introduce unique emotional and financial challenges that require careful consideration. Read more |
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
SMSF changes unlikely to deter those seeking greater control over superannuation
HLB Mann Judd's Mitchell Markwick believes the recent changes will not slow down the rapid growth in SMSFs.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
