What America's $1 trillion direct indexing boom tells us about the evolution of MAsBY JOSHUA PERSKY | THURSDAY, 1 OCT 2026 2:09PM What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
 Top 10 issues to consider for EOFYAs the 2016/17 financial year draws to a close, there is an inevitable rush to get your financial and tax affairs in order. However, when coupled with ...  A case for digital activismThe time is ripe for financial advisers to embrace their role as digital activists - fiduciaries who are early adopters of finance technology.  Rethinking client engagementFinancial advisers who take the time to understand their clients' personality, emotional intelligence and learning styles stand a better chance of success ...  A new eraAfter years of back and forth, the legislation to increase the professional standards of financial advisers has been passed.  Taking the risk out of insurance reformDysfunctional arguments Americans have regarding their Affordable Care Act remind us how poorly most people understand insurance. Help, my financial planner is an alienYou think credit cards are evil, you get giddy over tax and you love insurance. You are most definitely from another planet. On the right trackThe word 'disruption' never got a mention at yesterday's FPA Congress but if there was an industry getting disrupted on multiple fronts, financial planning ... The super threshold - what it means and what it doesn'tThe introduction of a $1.6 million superannuation transfer balance cap was one of the biggest changes handed down in the 2016 federal budget. Advice at claim timeIf the recent scandal at CommInsure has taught us anything, it's the value of having a financial adviser at claim time. |
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SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
SMSF changes unlikely to deter those seeking greater control over superannuation
HLB Mann Judd's Mitchell Markwick believes the recent changes will not slow down the rapid growth in SMSFs.
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