![]() William Fettes Senior Associate, DBA Lawyers
DANIEL BUTLER , WILLIAM FETTES | FRIDAY, 22 JUL 2022 How to formulate a robust succession plan. Read more JOSEPH CHEUNG , WILLIAM FETTES | FRIDAY, 28 SEP 2018 An individual's total superannuation balance (TSB) determines many of their superannuation rights and entitlements, such as eligibility to contribute after-tax amounts into superannuation without an excess arising. Due to the importance of total superannuation ... Read more JOSEPH CHEUNG , WILLIAM FETTES | FRIDAY, 11 MAY 2018 The total superannuation balance (TSB) is one of the most important new concepts introduced as part of the major superannuation reforms that broadly came into effect on 1 July 2017. Read more PAGE: 1 |
Latest News
Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
4600 relevant providers yet to meet qualification standards: ASIC
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline.
Nominations open for 2025 Power50
Nominate now in the 2025 FS Power50.
AFCA urges adviser clarity on SMSF wholesale investor test
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs.
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.