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.
 DDO is coming: Are you ready?The industry is now less than one month out from RG274 Product design and distribution obligations (DDO) coming into force on October 5. I would argue ...  Advisory vs discretionary portfolio services: Which one is right for your advice business?The pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both), are questions I'm often ...  Lean on me: Rethinking the value of adviceA sense of control is important for our mental health and overall well-being. That's why the COVID lockdown has been so confronting for so many of us.  We're in the money: Empowering the next generation through adviceAustralia's superannuation sector has recently topped $3.3 trillion in funds under management. But there's an even bigger game in town; one that ...  A digital age for all agesYounger people lead the way with digital adoption, opening up opportunities to usher them into advice. But millennials and Gen Z aren't the only demographic ...  Portfolios hide volcanoes of volatilityJargon is something I don't fully understand. So, when I use jargon, I know it's going to be doubly confusing to the person I'm speaking with ...  Freer advisers thanks to the Better Advice BillOne of the most reformist pieces of financial advice legislation has been introduced to parliament yet hardly anyone seems to have noticed. It's time ...  How to help colleagues and clients struggling with their mental healthFinancial advisers are in a unique position, having the opportunity to support the overall health and wellbeing of their clients, as well as their colleagues.  Why client satisfaction does not always translate to profitStarting your own financial advice practice is often done with several goals in mind, building something successful, supporting people needing advice ...  Finfluencers, financial influencers: ASIC is watching your storiesAspiring influencers are spruiking their tips for financial success across YouTube, Twitter, Instagram, Reddit and in particular FinTok, the corner of ... |
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.
