 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). Read more  RAHUL SINGH | TUESDAY, 26 SEP 2023 Retirement is an important milestone for clients in the journey of life and advisers ideally want clients to seek advice well before the event. This article explores some of the financial planning considerations in dealing with leave entitlements. Read more  ULRIKA LOBO | WEDNESDAY, 6 SEP 2023 What will it take to bring private lending into the modern era and accelerate its growth over the next decade? It is going to need more than quick turnarounds and fast funds. Read more  MICHAEL MILLER | FRIDAY, 11 AUG 2023 In this article, we examine decisions made by The Australian Financial Complaints Authority (AFCA) between January and March 2023. Read more RAHUL SINGH | WEDNESDAY, 14 JUN 2023 Navigating through aged care can be complex for clients, especially those who act without seeking advice. 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  ROD BERTINO | WEDNESDAY, 19 APR 2023 There is no doubt that the ability of financial advisory firms to attract and retain the best available talent is now one of the keys to their long-term, sustainable business success. Read more ULRIKA LOBO | TUESDAY, 21 FEB 2023 Getting a business loan approved can be a challenge, but by following some simple steps, you can increase your chances of success. Read more  NATHAN KRIEGER | FRIDAY, 10 FEB 2023 While the common complaint over recent years has been one of change fatigue, increasingly evident in the survey are expressions of hope and opportunity. Read more MICHAEL MILLER | MONDAY, 12 DEC 2022 This paper reviews the various attempts of Mr Johann Hoefl to secure an age pension payment from Centrelink, and illustrates how his association with a private trust and companies were assessed for social security purposes in this case. Read more |
Latest News
Esencia merges with HNW advice practice
A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
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
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.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
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.
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 ...
