How to manage the rise of 'early' inheritancesBY FELIPE ARAUJO | FRIDAY, 9 MAY 2025 2:31PMFor 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.
![]() Storm clouds gather over the banking sectorThe ongoing reputational impact of the Royal Commission, combined with a housing downturn and the growing threat of mortgage stress, is increasing the ... ![]() Financial advice and the rising threat of cybercrimeCybercrime has certainly emerged as an unavoidable priority for businesses across all sectors. The growing list of high-impact cyber-attacks continue ... ![]() Picking up the pieces after the Royal CommissionThere is no doubt that some of the Royal Commission findings have been harrowing and shocking. Some instances of terrible financial advice have been uncovered ... ![]() Equities managers should manage equities, not cashAnyone looking at the performance league tables of managed investment products would think it was all about performance, and that performance was a signifier ... ![]() Time to talk frankly about franking creditsLabor's proposal to make franking credits non-refundable has certainly drawn the ire of many, quick to point out the impact to seniors who have built ... ![]() Royal Commission: An open letterAs you have probably heard, a banking Royal Commission is being held to investigate the financial advice industry after the big four banks and AMP were ... ![]() Caution against hybrids warrantedInvestors seeking income from their investments have several options, including term deposits, bonds, hybrid securities and shares. All have their pros ... ![]() How to invest in fixed income in a rising interest rate environmentAs anyone paying any attention to financial markets in recent times can tell you, interest rates have been rising. After hitting their long-term lows ... ![]() Royal Commission: Mud doesn't always stickAmong the day-to-day public revelations at the Royal Commission, and the obligatory executive departures and corporate restructures, the industry can ... ![]() What the aged care industry can learn from financial plannersOn the face of it, the aged care and financial planning sectors are worlds apart. One is undergoing deregulation while the other is fending off the legislators ... |
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.