Investment STEWART BRENTNALL | MONDAY, 1 JAN 2007 After more than three years of exceptional returns from Australian equities, financial advisers and the research houses and fund managers that serve them are asking - 'is it time to switch more capital back to international equities?' Anecdotal ... Read more ROBERT JAEGER | MONDAY, 1 JAN 2007 Everybody's talking about hedge funds, but a lot of what they're saying doesn't make much sense. Some of the nonsense emanates from within the hedge fund community, where marketing people sometimes make exaggerated claims about the strategies ... Read more RICK DI MASCIO | MONDAY, 1 JAN 2007 The days of investors and planners relying on fund managers' track records to judge their performance are over. Inalytics introduces a new approach to measuring their investment skills. Skill is at the heart of all active investment processes, yet ... Read more Applied Financial Planning LIVINIA MOORE | MONDAY, 1 JAN 2007 Your business depends on the trusting relationship you and your staff have with your clients. So when do you know your staff are ready to take a hands-on role with your clients and honour that trust? How do you make sure new staff can take a 'prospect' ... Read more SYLVIA VORHAUSER-SMITH | MONDAY, 1 JAN 2007 As a practice manager imagine all your conversations with your planners were positive. No criticism, no negativity, no weaknesses. What if you only focused on what was right, not what was wrong? What would our personal and professional development plans ... Read more RICK DI CRISTOFORO | MONDAY, 1 JAN 2007 Traditionally, financial planning has ignored the client's most basic asset - the family home and associated mortgage. The family home and mortgage debt are the 'elephants in the corner' of the financial plan - a looming, powerful presence ... Read more Superannuation  GRAEME COLLEY | MONDAY, 1 JAN 2007 Until 11 May 2004 it was possible for all types of superannuation funds to provide defined benefit pensions to members. At the time the definition of a defined benefit pension was any pension except for one determined by reference to life insurance ... Read more KATE ANDERSON | MONDAY, 1 JAN 2007 The choice to set up one's own selfmanaged superannuation fund (SMSF) is becoming an increasingly popular one for many Australians in the lead up to the Federal government's reforms to simplify and streamline superannuation from 1 July 2007. ... Read more MICHAEL FIELDING | MONDAY, 1 JAN 2007 Clearing houses are not just for corporate super funds, they are also very important for advisers who need super funds to be more efficient. Clearing exchanges would be something you would expect to be as far from the advisers "concern" as ... Read more GILES CRAIG | MONDAY, 1 JAN 2007 One often thinks of challenges and opportunities as opposites, but according to the latest research from AMP Capital Investors and Investment Trends, the growing self-managed super funds (SMSFs) market appear to be offering up both to accountants. Over ... Read more Retirement KATE MCKINNA | MONDAY, 1 JAN 2007 The substitution of employment income, which has been salary sacrificed into super, with pension income, is a strategy that has received significant attention following the introduction of the transition to retirement rules. In this article, we explore ... Read more BENEDICT DAVIES | MONDAY, 1 JAN 2007 Changes announced in last year's Budget have removed some of the complications of pension planning. The Assets Test taper will be halved, increasing the number of people who are eligible for a part-pension, while the partial assets test exemption ... 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.
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 ...
