 Samantha Hills Partner, Holley Nethercote (at time of writing)
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 |
Latest News
Insignia chief draws 'hard line' on NCAs giving retirement advice
Insignia Financial chief executive Scott Hartley said he draws a hard line when it come to the new class of advisers (NCAs) giving retirement advice.
Entireti launches consulting program for AFSLs
Entireti has launched a new program to support self-licensed firms to design and execute strategic initiatives, while improving performance and competitiveness.
Private credit bodies issue investor protection guidelines
Australia's private credit industry has introduced new voluntary guidance aimed at strengthening lending practices, improving transparency and addressing regulatory concerns around investor protections.
Many advised Aussies feel financially worse off: Report
A new report reflects that despite being advised, almost four in 10 Australians (37%) found themselves in a worse financial position than a year before.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
What people really want when they say 'financial freedom'
APT Wealth Partners highlights the importance of distinguishing the unique financial freedom desires of each client.
Private markets in Australian wealth management: Impressively diverse and a positive outlook
Australian wealth managers' appetite for private markets is growing as increased product varieties and better access continue to drive adoption.
Are weight-loss jabs creating a new advice opportunity?
Clients who lose weight and improve their health often overlook how the change impacts their retirement dynamics and insurance policies.
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
