 VALESKA BLOCH , DAVID ROUNTREE , EMILY CRAVIGAN , MADDISON RYAN , EMILIANA GALLEGO , ISOBEL MCKENZIE , MICHAEL THOMAS , GAVIN SMITH , LAUREN HOLZ | FRIDAY, 25 OCT 2024 The Australian Government has introduced into Parliament the first tranche of reforms to the Privacy Act 1988 under the Privacy and Other Legislation Amendment Bill 2024 (the Bill). The Bill marks the government's first legislative response to long-awaited ... Read more  MICHAEL TRAN | FRIDAY, 3 NOV 2023 Recent data suggests inflation may have peaked, [i] however, it remains high and above the inflation target of the Reserve Bank of Australia (RBA). While most Australians are affected by the rising cost of living, those who are considered vulnerable ... Read more  MICHAEL MILLER | FRIDAY, 19 MAY 2023 The term 'granny flat agreement' refers to an interest or right for a person to live in a specific home that belongs to someone else-usually a family member. While a term such as 'family care agreement' may be preferrable, granny flat agreement seems ... Read more  MICHAEL TWOHILL | MONDAY, 11 JUL 2022 From 1 April 2022, parties to family law property settlement proceedings can apply to the Family Law Court registries to obtain details of their former partner's superannuation information held by the Australian Taxation Office (ATO). The aim is ... Read more  DION GUAGLIARDO | FRIDAY, 22 APR 2022 To quote the well-known pugilist and lesser-known philosopher Michael G. Tyson, "everyone has a plan until they get punched in the face". Right now, we are on the cusp of a once in a generation adjustment as the world moves from low inflation and low ... Read more  MICHAEL MAHER | THURSDAY, 24 MAR 2022 During times of hardship, the resources of not-for-profits (NFPs) are relied on more than ever. The global pandemic has been no different. Many NFPs have been on the frontline in dealing with both the financial and social impacts of COVID, not to mention ... Read more | MONDAY, 21 MAR 2022 ... committee. He took over as vice president in October 2020 shortly after wrapping up 12 months as treasurer. Also last October, Michael Nowak vacated the role of national president and bid farewell to the AFA after five years of service. For Perera, stepping ... Read more  MICHAEL SONEGO | THURSDAY, 9 JAN 2020 ... clients to fast-track their deals, maximise wealth and achieve their vision for technological mergers and acquisitions. Michael Sonego is a Corporate Finance partner at Pitcher Partners' Melbourne firm. Read more  MICHAEL PRICE | FRIDAY, 28 JUN 2019 Active equity investment is typically focused on maximising the growth component of returns, particularly given the fact that equities, by their nature, are a growth asset class. However, through actively targeting quality companies with strong and ... Read more  MICHAEL PILLEMER | MONDAY, 17 DEC 2018 Income protection (IP) is an essential form of insurance for most professionals, and statistics show that consumers are more likely to receive their claims, and less likely to end up in a dispute with an insurer when buying IP insurance through a financial ... Read more |
Latest News
Former financial adviser charged in alleged $160k super fraud case
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
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.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
