 JENNEKE MILLS | THURSDAY, 23 JUL 2026 Acknowledging that those we love can no longer manage on their own is a difficult step. Raising this with other key decision makers and the person themselves can be even more challenging. We have a range of resources to help you have these client conversations ... Read more JENNEKE MILLS | FRIDAY, 31 JAN 2025 The year ahead is shaping up to be another big one for financial advice, with a looming Federal Election, the possibility of an early Federal Budget, and changes to super tax hanging in limbo, having not been passed by Parliament before the end of the ... Read more JENNEKE MILLS | FRIDAY, 19 MAY 2023 The indexation rate for HELP and other study debts, which is applied to outstanding debts on 1 June 2023, has increased significantly to 7.1% (from 3.9% in 2022, 0.6% in 2021, and 1.9% in 2018). As a result of the increased rate of indexation, individuals ... Read more PAGE: 1 |
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Inquiry rips into Diversa: 'All profit, no responsibility'
|Diversa Trustees deflected responsibility at a parliamentary inquiry that criticised its governance and structural problems, particularly its role in the failed First Guardian Master Fund, in which members invested about $240 million.
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|A recent survey by the Responsible Investment Association Australia (RIAA) found that 94% of advisers have concerns about greenwashing or misleading sustainability claims made by investment products.
Integro expands further into Western Australia with merger
|Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region.
WT Financial takes majority stake in TNT Advisor
WT Financial has acquired a 70% stake in paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million.
Further Reading
Cover Story
Advice with soul
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.
Expert Feed
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
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 ...
