 CHRIS CHOW | FRIDAY, 21 FEB 2025 While the annual superannuation contribution caps will not change in 2025/26, indexation of the general TBC means there may be a number of key planning considerations and opportunities for clients in both the remainder of 2024/25 and into 2025/26. Read more  MANSI DESAI | FRIDAY, 8 MAR 2024 Lifetime income streams, such as a lifetime annuity, can provide an important benefit to a portfolio, in that they can help address the issue of longevity risk. Read more  PETER SHERRIFF , CLAYTON ISSITT | THURSDAY, 18 JAN 2024 Regulatory and stakeholder demands are driving superannuation funds to evaluate their operating models, with a focus on improving efficiency, preparing for potential mergers and scaling in a sustainable fashion. Read more  HAYLEY CONDON | THURSDAY, 14 SEP 2023 Growing risks in trustee discretion and conflicts of interest are continuously seen for self-managed superannuation funds (SMSFs) and estate dispute trends, with advisers needing to become increasingly wary of changing litigation risks to protect assets ... Read more  RUDY HADDAD | WEDNESDAY, 21 JUN 2023 The ability to carry forward unused annual concessional contribution (CC) cap amounts since 2018/19 provides some welcome financial planning opportunities, especially in the current environment where the annual CC cap is historically very low. Read more  ANNIE DAWSON | SUNDAY, 23 OCT 2022 At the end of 2021, the market for non-fungible tokens or NFTs was estimated to reach a staggering US$41 billion, and some say this amount is understated! It begs the questions, what exactly are NFTs and are SMSFs allowed to invest in them? Read more  DANIEL BUTLER , WILLIAM FETTES | FRIDAY, 22 JUL 2022 How to formulate a robust succession plan. Read more MANSI DESAI | FRIDAY, 17 JUN 2022 Although the Federal Budget did not bring in any noteworthy superannuation changes except for the extension of the halved minimum drawdown rates, recent changes relating to the work test and contribution rules have been quite significant, especially ... Read more  MARK GLEESON | FRIDAY, 10 DEC 2021 As many advisers do not provide advice on managing total and permanent disablement (TPD) payments on a frequent basis, this paper provides a refresher to help them ensure their knowledge is up to date. Further, it explores lump sum payments, income ... Read more  TIM HOWARD | FRIDAY, 16 JUL 2021 One of the most significant measures announced in the May 2021 federal budget was the proposed exemption from the work test. How does the work test apply now, and what is expected to change? Read more |
Latest News
DBFO reforms package 'pretty disappointing': FAAA
|The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change."
My Dealer Services partners to enhance adviser education
|The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network.
Tranche 2 of DBFO dumps SOAs, enables 'nudges'
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements of the reforms are still being ironed out by Treasury.
Tranche 2 is coming before the election: Jones
Assistant Treasurer and Minister for Financial Services Stephen Jones has confirmed Tranche 2 of the DBFO reforms will be released ahead of the election.
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.
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Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
