 Samantha Hills Partner, Holley Nethercote
SAMANTHA HILLS | FRIDAY, 17 JAN 2025 It pays to understand super trustees' obligations as modified by the Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Act 2024 (the DBFO Act), when it comes to advice fees. Read more SAMANTHA HILLS | FRIDAY, 13 DEC 2024 Licensees who provide financial product advice in relation to general insurance, life insurance or consumer credit insurance will be familiar with the exemption from conflicted remuneration for commissions on these products. Read more SAMANTHA HILLS | FRIDAY, 6 DEC 2024 The big-ticket item for advice licensees resulting from the Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Act 2024 (the DBFO Act) is the changes made to ongoing fee arrangements (OFAs). Read more SAMANTHA HILLS | TUESDAY, 19 SEP 2023 The term 'managed investment scheme' is often used but not always well understood. You might have come across the term while planning a new business venture which will involve attracting investors and having them contribute funds. Read more SAMANTHA HILLS | WEDNESDAY, 31 MAY 2023 With the recent spate of data breaches now extending to the financial services industry, Australian financial services licensees are racing to ensure that their information management procedures are up to scratch, fearing that they may be the next business ... Read more SAMANTHA HILLS | SUNDAY, 31 JUL 2022 Let us take a look at whether, as the Responsible Manager of an AFSL, you really need to do RM training and what drives the answer to that question. Read more SAMANTHA HILLS | WEDNESDAY, 16 JUN 2021 Many responsible managers (RMs) of Australian financial services (AFS) licensees are curious to know what they have to do and whether they are personally exposed. To get a handle on these issues, you need to understand the framework in which RMs exi ... Read more PAGE: 1 |
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Further Reading
Cover Story
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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