 MICHAEL CHAAYA | THURSDAY, 30 APR 2026 Super benefits can vary largely between employees and independent contractors, Corrs Chambers Westgarth says. Read more  CLIVE FERNANDES | TUESDAY, 14 APR 2026 While attracting new members is difficult, retaining them can be even more challenging, as Admins Special Accounts chief executive Clive Fernandes pinpoints exactly where AI can help. Read more  JULIE STEED | FRIDAY, 20 MAR 2026 Getting the value of assets correct can help clients to manage tax, social security and aged care outcomes. In this article, we explore these common areas of advice and the valuation considerations. Read more  RICHARD EDWARDS | FRIDAY, 9 JAN 2026 There are some powerful things you can do to help clients maximise the tax-free component of their super if they are permanently incapacitated. Read more  SMSF AUSTRALIA SMSF AUSTRALIA | FRIDAY, 19 DEC 2025 The financial reports of a self-managed superannuation fund (SMSF) must undergo an audit in accordance with the Superannuation Industry (Supervision) Act 1993 (SIS Act) and accompanying Superannuation Industry (Supervision) Regulations (SIS Reg). Read more  ELIZABETH LUCAS | WEDNESDAY, 19 NOV 2025 The Treasury Laws Amendment (Payday Superannuation) Bill 2025 has been introduced into the House of Representatives, with very little change to the original draft released for consultation. Read more  SEAN GRAHAM | FRIDAY, 20 JUN 2025 This article is based on insights shared during the live streamed webinar 'How forward thinking practices are redesigning their approach to contemporary retirement advice', hosted by Challenger on 9 April 2025, featuring Sean Graham, managing director ... Read more  CHRISTOPHER OVERTON | FRIDAY, 6 JUN 2025 The superannuation laws do not prohibit an SMSF from providing host services to the public. However, one must ensure the SMSF's trust deed does not prohibit the self-managed superannuation fund from investing in an Airbnb property. Read more  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 |
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.
Expert Feed
Fixing the CSLR: the UK FSCS offers lessons - but not a blueprint
UK's equivalent scheme of the CSLR highlights the lack of stability and predictability it currently has, expert says.
Helping clients stay the course in volatile markets
Fidelity International's recent research shows many investors are maintaining a "long-term" perspective despite recent market turmoil.
Let's be honest: is it a tech stack... or just a stack of tech?
Financial advisers need to be aware that sophisticated technology does not always serve as a practical, effective tool.
At the crossroad of governance: the two choices for Australian fund managers
Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...
