 ALEX WERNBACHER | SATURDAY, 10 JAN 2009 Alex Denham is a well known technical analyst at Challenger. This paper describes what options small fund trustees have when the complying pension they have been paying is not able to get actuarial sign-off as being financially viable. She particularly ... Read more JON DE FRIES | TUESDAY, 1 JAN 2008 When analysing the proposition of holding insurance in super it's tempting to focus on tax - the tax treatment of premiums and the taxation of claims paid in the form of super benefits. While we can't ignore the significance of tax aspects of ... Read more  JEFFREY SCOTT | TUESDAY, 1 JAN 2008 Trauma insurance commenced on 6 October 1983, when Dr Marius Barnard helped launch the first policy in South Africa. The policy was designed to help clients pay for medical expenses associated with heart surgery (Marius and his brother Christian performed ... Read more MICHAEL HALLINAN | TUESDAY, 1 JAN 2008 Can superannuation investments be attacked when a person becomes bankrupt? The critical points of attack in relation to superannuation are potentially contributions, a superannuation account balance, pensions and fund control. Financial planners typically ... Read more WAYNE WALKER | TUESDAY, 1 JAN 2008 There are many market myths in the superannuation industry. This paper shows that fund choice is alive and well and constitutes a multi-billion dollar competitive battlefield. This competition augurs well for the retirement of individual Australians. ... Read more MICHAEL FIELDING | MONDAY, 1 JAN 2007 Clearing houses are not just for corporate super funds, they are also very important for advisers who need super funds to be more efficient. Clearing exchanges would be something you would expect to be as far from the advisers "concern" as ... Read more MICHAEL ROGERS | MONDAY, 1 JAN 2007 Group Insurance has always been a tremendous platform for making insurance more accessible to more people, but increased competition and strong economic conditions have meant Group Insurers have had to re-asses their mantra and it is becoming commonplace ... Read more  GRAEME COLLEY | MONDAY, 1 JAN 2007 Until 11 May 2004 it was possible for all types of superannuation funds to provide defined benefit pensions to members. At the time the definition of a defined benefit pension was any pension except for one determined by reference to life insurance ... Read more KATE ANDERSON | MONDAY, 1 JAN 2007 The choice to set up one's own selfmanaged superannuation fund (SMSF) is becoming an increasingly popular one for many Australians in the lead up to the Federal government's reforms to simplify and streamline superannuation from 1 July 2007. ... Read more GILES CRAIG | MONDAY, 1 JAN 2007 One often thinks of challenges and opportunities as opposites, but according to the latest research from AMP Capital Investors and Investment Trends, the growing self-managed super funds (SMSFs) market appear to be offering up both to accountants. Over ... Read more |
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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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