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.
 Forget FoFA, there's no magic trick to professionalismThe Future of Financial Advice legislation has had the interesting, but increasingly frustrating virtue of resurfacing each time we all think that the ... Australia gets older... what will you do about it?Australia is getting older. As many as 366 people turned 75 every day during 2013, according to the Productivity Commission inquiry on aged care. In 2023 ... Yet another shift in the advice spaceThe pendulum is swinging again in the financial planning space. After months of concentrating around the big institutions, advisers are starting to go ... At what price, scaled advice?The momentum behind scaled advice is gathering pace. In the age of 'Do-It-Yourself' investing, the public expects to have the choice to select advice ... Time to keep the promisesAustralians have elected a new government. One that looks to rewrite some of the key regulations within the financial services and one that is expected ... The means to reach the goalAs the Future of Financial Advice (FoFA) regulation becomes business as usual for financial advisers, it seems even more pertinent that to operate in ... The Future (of Financial Advice) is now a realityWhile it may have felt like somewhat of an arduous journey, the Future of Financial Advice (FoFA) regulation is now a reality. TASA reality checkThe concern around the proposed amendment to include financial planners in the Tax Agent Services Act (TASA) 2009 was palpable last week. Industry bodies ... Paradox of prosperityIn 10 years time the world will look as different to what it does now as it did 10 years ago as back in June 2003 the world looked a fairly bleak place. Regulation is not always the answerLast month ABC's 4 Corners ran a story exposing managed investment schemes and it reminded us yet again how complex is the question of how much regulation ... |
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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.
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