Showing 31 to 40 of 90 articles: ALEX BURKE | FRIDAY, 4 MAR 2016 Greater scrutiny on retirement income was a cornerstone of the Financial System Inquiry, and the different theories about how to solve the issue have divided institutions, advisers and researchers. Alex Burke investigates whether there's a way to ... Read more PAUL RESNIK , PETER WORCESTER | THURSDAY, 11 DEC 2014 Discussions of sequence or series risk regularly appear in the specialist financial media, and are increasingly appearing in the general press. In simple terms, fear of sequence risk drives investors to take equity and risky asset exposures out of their ... Read more CRAIG MCCULLOCH | THURSDAY, 11 DEC 2014 Perhaps the most obvious question to ask for any client considering the Age Pension is "how much is the Age Pension worth?" As described in our introductory paper, assigning a value to the Age Pension is difficult and depends on a range of ... Read more MICHAEL HARKIN | THURSDAY, 11 DEC 2014 Changes in the Australian Taxation Office's (ATO) interpretation of the treatment of income derived by investments made with borrowed funds means trustees and their advisers need to consider benchmarking related party loans to enable 'commerciality' ... Read more DOUG MCBIRNIE , JIM HENNINGTON | THURSDAY, 11 DEC 2014 Life expectancy is a statistical indication of how long a person may live as opposed to an estimate of how long they will live. It is typically based on their year of birth, current age and gender. The most commonly used measure of life expectancy is ... Read more DAMIEN SHERMAN | THURSDAY, 11 DEC 2014 Many Australians choose self-managed super funds (SMSFs) because of the extra control and flexibility an SMSF can give them in saving for their retirement. That extra control doesn't just relate to the types of investments they choose, but also ... Read more LAURA MILLAN | THURSDAY, 10 JUL 2014 Setting up a self-managed super fund (SMSF) has certainly been the flavour of the month for many Australian investors. Today, more than one million individual funds account for $559 billion or one third of total superannuation assets. But recently the ... Read more MICHAEL HALLINAN | THURSDAY, 10 JUL 2014 In the absence of a binding death benefit nomination, those who control the trustee will control the destination of the death benefit: hence a battle for the control of the trustee will arise. Read more GRAEME COLLEY | THURSDAY, 10 JUL 2014 With the new penalties for SMSFs, trustees and advisers need to ask themselves: "should I be afraid, very afraid," or should they just be mildly concerned? Read more |
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ASIC bans advisers for dodgy Shield Master Fund advice
Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator.
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Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service.
ASIC funding levy to charge advisers $46.2m
The financial advice sector can expect to contribute $46.2 million to ASIC's industry funding levy for the 2025 financial year, new estimates show.
ASIC releases new relief for reportable situations regime
ASIC has provided AFSLs new reliefs to help them manage the reportable situations regime, which includes extending the length of investigations reportable from 30 days to 60 days.
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Cover Story

Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
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.