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The benefits and challenges of a long-short equity strategy

BY   |  FRIDAY, 13 JUN 2025    2:49PM
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What the Retirement Income Covenant means for advisers

SMSF ALLIANCE
The proposed retirement income covenant creates some interesting reading for financial planners.

Ongoing fee arrangements: Frequently asked questions

HOLLEY NETHERCOTE
We've received a few questions from clients about the new Ongoing Fee Arrangements (OFA), so our team of lawyers and consultants have teamed up to ...

How to sell your business in the most tax-effective way

WILLIAM BUCK WEALTH ADVISORS (NSW)
Selling your business can be a life changing event. Whether you are a small business owner, or a shareholder in a much larger business, a 'liquidity ...

A look at paraplanning through the pandemic

VIRIDIAN ADVISORY
While based on UK research, the Paraplanning through the pandemic report provides valuable insight into the paraplanning market over the last two years ...

How most advice businesses get it wrong with technology

ADVICE REVOLUTION
We have all heard of the incredible benefits that technology can bring to an advice practice. But the promise of a repeatable, automated, well-oiled process ...

DDO is coming: Are you ready?

IRESS MARKET TECHNOLOGY LIMITED
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?

FINANCIAL SIMPLICITY
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 advice

ADMIN SPECIAL ACCOUNTS
A 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 advice

AWARE SUPER
Australia'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 ages

INTELLIFLO
Younger 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 ...