Showing 1 to 10 of 44 articles: 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 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 CHRIS MACDONALD , ALEXEI MARCOUX | WEDNESDAY, 22 MAR 2023 Business ethics is the study of how ethical principles and moral values apply to the behaviour and decision-making of businesses and organisations and the people who work in them. Read more NEIL SPARKS | MONDAY, 14 NOV 2022 This article will discuss ethics in practice and the everyday application of ethical considerations into the business of financial advisers. Read more BRYAN ASHENDEN | THURSDAY, 24 MAR 2022 It has been over two years since it became mandatory for all Australian financial advisers to adhere to the Financial Planners and Advisers Code of Ethics 2019, better known as the Financial Adviser Standards and Ethics Authority (FASEA) Code of Ethics ... Read more |
Latest News
CSLR levy underspend expected as claim processing slows
The Compensation Scheme of Last Resort (CSLR) is set to underspend its $24.1 million FY25 levy.
Count Financial class action dismissed
The Federal Court has dismissed a class action against Count Financial and determined the applicant will pay Count's costs.
Industry groups hammer out guidance on tax-deductible advice fees
The Financial Advice Association Australia (FAAA), in consultation with leading accounting bodies, has released new guidance on tax-deductible advice fees.
Cost-of-living, unaffordable advice fuels financial stress: Surveys
Even with more potential interest rate cuts in the works, Australians feel as though their financial situation is in dire straits as many struggle with the cost-of-living crisis and do not know the best place to seek financial advice, new surveys reveal.
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.