| Showing 1 to 10 of 47 articles: SEAN GRAHAM | FRIDAY, 5 SEP 2025 Elder financial abuse and domestic financial abuse are issues that are increasingly recognised as part of the duty of care of financial advisers and Australian Financial Services (AFS) licensees. Read more SEAN GRAHAM | FRIDAY, 27 JUN 2025 Financial abuse rarely introduces itself. It does not always come with signs you can tick off on a checklist. But it is more common than most people realise- and growing fast. Read more DARREN FITTLER | FRIDAY, 30 MAY 2025 This article provides an overview of the updated deductible gift recipient (DGR1) category of harm prevention charities, including the requirements and processes for registration and the types of activities these entities undertake. Read more BRYAN ASHENDEN | FRIDAY, 21 MAR 2025 This article explores the intersection of estate planning and ethics, highlighting key challenges, best practices, and the broader implications for financial professionals and their clients. Read more LIZ HARRISON | THURSDAY, 9 JAN 2025 A circular economy is structured so that products are created to be reused, repaired, and recycled, reducing waste and optimising the use of resources. Read more RAY MCHALE | FRIDAY, 23 AUG 2024 Developing effective stakeholder trust strategies has become increasingly important in the world of corporate governance. Read more LARISA KAPUR | FRIDAY, 15 DEC 2023 A Will should be structured in a way that reflects your personal wishes, not the expectations of those around you. Read more DAVID BARRETT | TUESDAY, 5 DEC 2023 This article introduces financial advisers to the financial planning considerations that arise when clients have philanthropic goals. Read more GOVERNANCE INSTITUTE OF AUSTRALIA | WEDNESDAY, 5 JUL 2023 Now in its seventh year, the Ethics Index puts a spotlight on key sectors, organisations, occupations and influences, and measures our response to a set of difficult questions and topical issues. Read more RAY MCHALE | THURSDAY, 25 MAY 2023 Are you walking the talk on trust? As abstract and amorphous as the concept of trust may appear, we all implicitly know how essential it is to business success. Nothing meaningful or valuable happens without it. Read more |
Latest News
Count shutters limited-advice business, slips in size ranking
Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.
Centrepoint Alliance acquires two advice firms
Centrepoint Alliance will acquire Queensland financial advice practices Cairns Wealth and Pinnacle Wealth for $3 million from Astute Financial Management.
Small pocket of failed measures can 'blow the entire business': Anderson
FAAA general manager of policy, advocacy and standards Phil Anderson warned licensees to improve their control measures for authorised representatives to avoid any unintended consequences.
AFCA puts InterPrac determinations on ice
The Australian Financial Complaints Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway.
Further Reading
Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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.















