 David Barrett Head of Technical Advice Services, Macquarie Asset Management Ltd (at time of writing)
DAVID BARRETT | TUESDAY, 5 DEC 2023 This article introduces financial advisers to the financial planning considerations that arise when clients have philanthropic goals. Read more DAVID BARRETT | FRIDAY, 24 AUG 2018 The maximum value for participants in the First Home Super Saver Scheme (FHSSS) will generally arise from making voluntary concessional contributions (CCs) to their super fund. A large part of the benefit stems from the tax differential between personal ... Read more DAVID BARRETT | FRIDAY, 25 MAY 2018 The transitional capital gains tax (CGT) relief election associated with the 2017 super reform measures is a generous concession offered to super fund trustees. It protects assets which have appreciated in value prior to 1 July 2017 in the tax exempt ... Read more PAGE: 1 |
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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.
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