How to manage the rise of 'early' inheritancesBY FELIPE ARAUJO | FRIDAY, 9 MAY 2025 2:31PM For 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.
 AFA responds to QAR submissions from Choice, ISAThe Quality of Advice Review (QAR) has drawn a large number of submissions. Many of them have included recommendations that have the potential to make ...  Robo-advisers no threat to tech-adopting advisersTechnology will never replace advisers, but advisers who use technology will almost certainly replace those who don't.  IP changes another reason for quality adviceThe income protection (IP) market represents a microcosm of a broader set of issues for advisers, where the challenge to understand and safely navigate ...  Dear minister: Fixing the broken advice marketAn open letter to the newly appointed minister for financial services, sharing a possible approach to revitalising and advancing the advice industry.  Like dogs, every investment style has its dayMy old boss once said I was like a dog with a bone, except that the bone was buried in the backyard, and I'd keep digging until I found it. And that's ...  Helping Australians overcome the pervasive fear impacting their quality of lifeWe've seen FORO - the Fear of Running Out - raise its head in the past couple of years, especially during COVID-19. FORO is a very real issue in retirement ...  Are you getting the licence you're paying for?One of the critical steps in purchasing a company that holds an AFSL or ACL is ensuring that the licence does what you need it to do and carries no major ...  An open letter to Anthony Albanese and Scott MorrisonLifespan Financial Planning chief executive Eugene Ardino pens an open letter to Anthony Albanese and Scott Morrison on behalf of the financial advice ...  Are you ready for what's coming?Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low interest rates to high inflation and ... Lambos or food stamps and the prodigal sonIt's Lent in the Christian calendar and time to consider one of the most famous parables in the Bible. The story of the prodigal son has many things to ... |
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.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'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 brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
