A never ending story of leviesBY PHIL ANDERSON | TUESDAY, 4 AUG 2026 2:57PM The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of levy hikes.
 '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 braveRecently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...  Solving the retirement trilemma: Key to unlocking retirement happiness?Australians are living longer and retiring in record numbers. Over the next decade, an estimated 2.5 million Australians will retire, approximately 10% ...  Why philanthropy is an important conversation advisers should have with clientsFinancial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.  Three advisers' strategies on insuring professionalsIn the rapidly evolving landscape of financial advice in 2024, advisers face unprecedented challenges and opportunities. The increasing demand for high-quality ...  Let's ensure the performance test works for everyoneThe annual performance test is doing a great job for most Australians in helping ensure the superannuation industry is held to account for investment ...  Start now to solve the accessible, affordable, quality advice challengeAccess. Affordability. Quality.  Waiting for Tranche 2 of the QAROver two years since the commencement of the Quality of Advice Review (QAR) - what has been delivered has fallen short of hopes in some quarters.  The embedded value of digital vaultsThose of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches ...  NALE: There's still work to be doneRecent legislative amendments have reduced the tax penalty for some expense shortfalls but not all. |
Latest News
Advisers should rethink portfolio construction: La Trobe
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and private credit.
Advice complaints see biggest increase in FY26: AFCA
Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from AFCA shows.
Acclime acquires Melbourne's Polar 993
Acclime, a provider of corporate, governance, advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business from Melbourne.
Platforms are not solution providers: AZ NGA
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Operational alpha: How wealth tech is reshaping fund distribution in Australia
Innovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.
