SMSF scepticism - or what should you do with that property?BY JORDAN VAKA | FRIDAY, 1 MAR 2024 8:07AMWhat makes a good financial adviser? A simple question with many different answers. Very different when you're a widow navigating those big, early financial decisions. But ... Upgrade your subscription to access this article
Join the growing community of financial advisers
with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today. |
Latest News
Inheritance dissatisfaction an advice opportunity: Report
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers.
Link Wealth acquires boutique advice firm
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers.
AIOFP, FAAA encouraged by first meeting with Mulino
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have on the profession.
Aged care reforms pushed to November
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare.
Further Reading
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.
I miss the good old days, where potatoes sold for $100,000 each and were used as an alternative to fiat currency. Great article, Jordan!
I agree with you 100%. There are far too many people with SMSFs who have little understanding of the pros and cons and responsibilities of trustee. Far too many retirees where an SMSF will become an estate planning issue, and your point on who benefits is spot on.
That's spot on, Steve - I didn't even touch on the stage planning nightmare that's coming down the pipe.
That's spot on, Steve - I didn't even touch on the stage planning nightmare that's coming down the pipe.
Great article Jordan!