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.
 Budget 2012: fight or adapt?The outcry against the budget move to reduce the concession on superannuation contributions tax for people with taxable incomes above $300,000 shows how ... FOFA's all done, now back to workWell that was over quicker than I thought. Months of lead up, industry and political wrangling and warnings of impasses that would freeze the FOFA reforms ... Simplifying investment strategiesNo wonder investors are confused. Almost every week they are told in investment newsletters to hold course and wait for the recovery while at the same ... Adviser leadership needed to beat tough issuesThe new year is already well under way and we are into the second month as if Christmas and New Year was a fleeting momentary dream. New Year's focusWelcome to the final FS Advice newsletter for 2011, a year that saw the relaunch of the FS Advice brand and of the popular adviser case study series while ... Shifting groundThis month a few business deals have rocked the sector, including DKN Financial Group's executive staff jumping ship to head up a brand new advice unit ... Waiting in the wingsOnerous compliance may be huffing and puffing away at the very pillars of advice but new research shows the future of the industry couldn't be brighter. Social media advisers the new 'vogue'Financial advice and the world of social media are slowly connecting as advisers find themselves facing new opportunities and pitfalls in this space. Planning to bridge the aged care gapAustralia's ageing population is about to explode. Currently the ratio of working Australians to those retired is 5 to 1 and by 2050 it will be 2 to 1. |
Latest News
Advisers should rethink portfolio construction: La Trobe
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and private credit.
Advice complaints see biggest increase in FY26: AFCA
Despite only accounting for less than 10% of the total complaints lodged, investment and advice complaints have seen the steepest increase in FY26, data from AFCA shows.
Acclime acquires Melbourne's Polar 993
Acclime, a provider of corporate, governance, advisory and fund services across Asia Pacific and global markets, has signed an agreement to acquire the independent trustee and fund administration business from Melbourne.
Platforms are not solution providers: AZ NGA
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so.
Further Reading
Cover Story
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.
Expert Feed
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.
