How to manage the rise of 'early' inheritancesBY FELIPE ARAUJO | FRIDAY, 9 MAY 2025 2:31PMFor decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant shift is underway: the rise of 'early' inheritances.
![]() Banking collapses and rate hikes unlikely to stall bond market recoveryFixed income remains on track to record a better 2023 but investors who stay nimble in the continued market uncertainty will be best placed to maximise ... ![]() Working with regulation, and a thank you to ASICIf there is one thing that is certain in the practice of financial planning, it's that you will need to work with regulation. ![]() Robo-advice: Rise of the machines and the human touchFor many years, institutions, advice firms and individuals both at home and abroad have struggled to determine the best way to use digital and robo-advice ... ![]() What I learned during my Professional YearI became a financial adviser for Ascent Private Wealth at 21 years old, making me one of the youngest, if not the youngest, adviser in Australia. ![]() Trends influencing investors' allocation to propertyThe next property cycle is approaching, however, as with every cycle, the changes will take a while before the impacts emerge. ![]() Protecting client data from identity fraud and cyber crimeKeeping client data safe from hackers, verifying identification, whether to use password managers and the risks of using public Wi-Fi are among the cyber ... ![]() HELP debt indexation rate: Considerations and opportunitiesThe indexation rate for HELP and other study debts, which is applied to outstanding debts on 1 June 2023, has increased significantly to 7.1% (from 3.9% ... ![]() The four pillars of a compliant advice businessFinancial advice is one of the most heavily regulated industries in Australia. From its close ties to the life insurance industry and the inception of ... ![]() What sophisticated investors know and love about RMBSAustralian residential mortgage-backed securities (RMBS) are an extremely well-performing asset class both in terms of credit performance and the return ... ![]() Advocating for the value of specialist life risk adviceOver the years, I have seen financial advice clients become more eager to boost their financial literacy and, as a result, are now more aware of the services ... |
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.