A never ending story of leviesBY PHIL ANDERSON | TUESDAY, 4 AUG 2026 2:57PM The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of levy hikes.
 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.  From grudge to nudge: a fresh approach to adviceWords, not just actions, have the power to transform financial advice. 'Tis the SeasonParliament's decision on November 24 must have allayed any fears that advisers were going to get a proverbial lump of coal under the Christmas tree. Beyond productOne of the biggest themes to come out of the Murray inquiry is the idea of redefining the value proposition of financial advice. Eight Things Financial Services CEOs Can Learn from Google's Alphabet AnnouncementThis update is brought to you by the letter G and the numbers 9, 7 and 3. The adviser exodus?If you've been reading Financial Standard recently - and I hope you have - you may have noticed a particular trend.  A New York Kind of FeelingFollowing on from "My Wharton Experience", the second part of my study tour took place in New York. My Wharton ExperienceAs part of the Inaugural Securitor Chief Executives Forum, I participated in a tailor-made leadership program, alongside 13 other financial planners ... |
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Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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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A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
Secondaries: Handling a double-edged sword
Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
Operational alpha: How wealth tech is reshaping fund distribution in Australia
Innovative technology emerging across wealth management is transforming how funds are distributed among financial intermediaries, an expert says.
