 RAFFAEL MAESTRI | FRIDAY, 31 OCT 2025 Trustees tasked with administering long-standing life estates frequently encounter the challenge of reconciling rigid testamentary language with evolving beneficiary needs, particularly where aged care and residential transitions are involved. The Supreme ... Read more PAGE: 1 |
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ASIC stalls Sequoia bid to ditch cross guarantee deed
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Praemium's new leadership toughens earnings yardstick
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ASIC 'scrutinising' Sequoia's second InterPrac fire sale
The corporate regulator says it is "closely scrutinising" Sequoia Financial Group's second attempt at a fire sale of InterPrac Financial Planning to a little-known private investor.
Treasury consults shifting tax debts from victims to abusers
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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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
