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.
![]() Three advisers' strategies on insuring professionalsIn the rapidly evolving landscape of financial advice in 2024, advisers face unprecedented challenges and opportunities. The increasing demand for high-quality ... ![]() Let's ensure the performance test works for everyoneThe annual performance test is doing a great job for most Australians in helping ensure the superannuation industry is held to account for investment ... ![]() Start now to solve the accessible, affordable, quality advice challengeAccess. Affordability. Quality. ![]() Waiting for Tranche 2 of the QAROver two years since the commencement of the Quality of Advice Review (QAR) - what has been delivered has fallen short of hopes in some quarters. ![]() The embedded value of digital vaultsThose of us working within the financial services industry are only too aware how important it is to safeguard sensitive information against data breaches ... ![]() NALE: There's still work to be doneRecent legislative amendments have reduced the tax penalty for some expense shortfalls but not all. ![]() The hidden costs of aging: Preparing your finances for the full retirement journeyConventional retirement planning often overlooks the financial needs of later life. Instead, the focus is on planning for the earlier 'active' years of ... ![]() What Aussie advisers can learn from a UK advice tech firmLaunching into a new region is never an easy process, and particularly a region like Australia where the financial advice industry has been in turmoil ... ![]() Why active multi-strategy investing can overcome ESG challengesTwo key principles can help optimise outcomes for investors seeking to build a sustainable global share portfolio: active management and multi-strategy ... ![]() You're worth your fees, right?According to the latest Business Health Future Ready IX report, the average fee being charged to advice clients today is $3852; to be certain, this is ... |
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.