 Michael Miller Financial Adviser, Wealth Market Pty Ltd (at time of writing) Michael Miller has worked in superannuation and financial planning for over 15 years. He is a director at Canberra-based financial planning and accounting firm Capital Advisory. He is also an expert panel member for the Australian Financial Complaints Authority and the Financial Planning Association's Conduct Review Committee. Michael is the author of Personal Financial Services Essentials for Lawyers, and co-author of Ethics and Professional Practice in Financial Planning, both published by LexisNexis.
MICHAEL MILLER | FRIDAY, 11 AUG 2023 In this article, we examine decisions made by The Australian Financial Complaints Authority (AFCA) between January and March 2023. Read more MICHAEL MILLER | WEDNESDAY, 7 JUN 2023 If there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation. Read more MICHAEL MILLER | FRIDAY, 19 MAY 2023 The term 'granny flat agreement' refers to an interest or right for a person to live in a specific home that belongs to someone else-usually a family member. While a term such as 'family care agreement' may be preferrable, granny flat agreement seems ... Read more MICHAEL MILLER | MONDAY, 12 DEC 2022 This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Read more MICHAEL MILLER | FRIDAY, 3 JUN 2022 Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more MICHAEL MILLER | FRIDAY, 11 FEB 2022 I have been a practising financial planner for over 10 years, with the majority of this practice being as a self-employed financial planner. Read more MICHAEL MILLER | THURSDAY, 11 NOV 2021 I have provided retirement planning to my parents in the past, but I wouldn't do it again after attending a masterclass on conflicts of interest and ethics. Read more PAGE: 1 |
Latest News
Former financial adviser charged in alleged $160k super fraud case
|Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
|The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
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
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
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.
