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.
 Rethinking insuranceFor all the talk and endless inquiries about underinsurance it's a little surprising that the Productivity Commission's report recommending the government ... Gerry was our Christmas presentThe retail sector made a big mistake over Christmas New Year in their luddite special pleadings to unwind the internet and attack consumers looking for ... Fewer SMSFs, in your dreamsAnother day another superannuation report about something vitally important, and this time it's a forecast that the number of self-managed super funds ... Redesigning advisers into 'choice architects'Research showing that consumers think financial advice should cost only $300 means advisers need to urgently recast their role, with reframing themselves ... In association we trustFinancial advisers in Australia frustrated by their associations despite there never having been so many of them should look at the Financial Planning ... Advisers don't need a hospital passTwo decades ago Australia's Medicare planners had the brilliant idea of limiting the number of Medicare registrations for new doctors as a way to hold ... Advice. Isn't it already tax deductible?It's tax time again and with it are the usual voices calling for financial advice to become tax deductible. Trouble is, isn't it already? The adviser ... Yeah, yeah, whateverFinancial planners wanting to scare their clients don't need to talk about underinsurance or the chances their retirement savings will run out. No, all ... Over already?Before the legislation to enact the government's announced advice reforms has even been written, it appears they are being watered down. News reports ... Sifting through the submissions sludgeAnother day another government inquiry and yet another submission to add to the noise and confusion already in play. |
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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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