 JANET MANZANERO-CARUANA | WEDNESDAY, 10 JUN 2026 Read the article to see if everything is ticked off on your Payday Super checklist before the end of the financial year. Read more  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 |
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Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be captured easily.
Diversa drags Praemium into First Guardian lawsuit
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees.
Poor succession plans expose advice firms to crisis events: Report
Most financial advice practices are ill-prepared to manage the sudden death or permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning.
Capstone joins forces with PictureWealth to form $22bn FUA planning network
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice.
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
The global advice gap: why expat clients are harder to serve than they appear
Many Australians are building wealth abroad before ultimately returning home for retirement.
Genetic testing reform is here. What advisers need to do next
The reform not only eliminates the impact from genetic tests but also the underlying health risks for those that chose to "stay in the dark".
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.
How to distinguish strong regional markets from regional growth stories
Regional markets should not be treated as a single investment category when only a select few have the economic depth to deliver consistent performance.
