The cost of regulationBY KARREN VERGARA | VOLUME 16, ISSUE 3 The corporate regulator justified the staggering 160% jump in the adviser levy, from the time it was introduced in 2017-18, as a consequence of advisers abandoning the industry. Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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CSLR levy underspend expected as claim processing slows
The Compensation Scheme of Last Resort (CSLR) is set to underspend its $24.1 million FY25 levy.
Count Financial class action dismissed
The Federal Court has dismissed a class action against Count Financial and determined the applicant will pay Count's costs.
Industry groups hammer out guidance on tax-deductible advice fees
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees.
Cost-of-living, unaffordable advice fuels financial stress: Surveys
Even with more potential interest rate cuts in the works, Australians feel as though their financial situation is in dire straits as many struggle with the cost-of-living crisis and do not know the best place to seek financial advice, new surveys reveal.
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.
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Now is the time to be brave
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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.
