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.
 Robo awakening in AustraliaAs the co-founder of one of Australia's first robo-advisers, I'd like to illuminate some similarities and differences between the financial landscapes ...  Government should increase access to advice, not reduce itThe release of ASIC's Report 627 Financial advice: What consumers really think, highlighted that among Australians who have received professional ...  Watch the knee-jerk when thinking about self-licensingThe financial planning industry in Australia is undergoing a seismic shift. We have mandatory exams, new education requirements, increased compliance ...  No more us versus themIf we're truly going to serve consumer best interests, industry funds must work with financial advisers.  Warranties and indemnities in the sale of financial advice portfoliosThe sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...  The other casualties of advice industry reformWhilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...  An auditor's view of conflicted advice"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...  The care factorA good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...  The future of financial planningThere is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly ...  Why ESG has moved from nice-to-do to must-doEnvironmental, social and corporate governance (ESG) factors are increasingly important to the investor community. Until recently, community expectations ... |
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.
