 STUART SHEARY | FRIDAY, 20 APR 2018 Employees approaching retirement can have significant leave entitlements. This unused leave can be in the form of annual leave, long service leave and sick leave. Read more  DANIEL BUTLER | FRIDAY, 19 JAN 2018 The eligibility criteria for individuals who wish to bring forward their non-concessional contributions (NCCs) cap post 1 July 2017 is more rigorous and complex than ever before. Read more STUART SHEARY | TUESDAY, 12 DEC 2017 Some age care fees are means tested. A resident's assessable income and assets will determine a resident's liability for Read more  CAITLIN LYNCH | FRIDAY, 1 DEC 2017 As the saying goes, change is the only constant in life. Whether it's the level of regulatory scrutiny and reporting requirements, the way in which clients choose to engage with advisers, their changing values and ideas around what constitutes the ... Read more CAITLIN LYNCH | FRIDAY, 24 NOV 2017 It seems that barely a day goes by where financial advisers aren't bombarded with media headlines heralding the onslaught of 'fintech': the next gen technology promising to disrupt the traditional financial advice model. And while it is ... Read more  YVONNE CHU | FRIDAY, 17 NOV 2017 With the introduction of the super reforms on 1 July 2017, it is time to revisit the key differences and considerations when deciding whether to have an automatically reversionary nomination, or a binding / non-lapsing death benefit nomination for account-based ... Read more  CHRIS CHOW | FRIDAY, 20 OCT 2017 Once seen as a cornerstone tax minimisation strategy for wealthy baby boomers, the changes to the concessional tax treatment of transition to retirement income streams (TRIS) has significantly changed the landscape of financial advice. Read more  JAMIE WILLIAMSON | MONDAY, 9 OCT 2017 Australia's financial advice industry is evolving and new thought leaders are emerging. Here the 2017 AFA/ANZ Wealth Rising Star of the Year Award finalists share their thoughts on the future of the industry and why financial advice is the career ... Read more JAMIE WILLIAMSON | FRIDAY, 6 OCT 2017 On 9 February 2017 the Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 establishing a new education and professional standards framework for the financial advice industry was legislated. Read more  ALLISON DUMMETT | FRIDAY, 21 JUL 2017 The role of the traditional financial adviser is increasingly being performed cheaply by industry super funds and automated advice services. Read more |
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ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
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Shaw and Partners splashes $63m for New Zealand expansion
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m).
4600 relevant providers yet to meet qualification standards: ASIC
More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
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
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
