 JENNIFER BROOKHOUSE | WEDNESDAY, 25 MAR 2026 The accurate valuation of clients' assets is extremely important as it can impact their tax, social security and aged care outcomes. Read more  RAFFAEL MAESTRI | FRIDAY, 31 OCT 2025 Trustees tasked with administering long-standing life estates frequently encounter the challenge of reconciling rigid testamentary language with evolving beneficiary needs, particularly where aged care and residential transitions are involved. Read more  MICHAEL SAADIE | FRIDAY, 24 OCT 2025 Across the business landscape, an evolution has begun. The traditional dream of building a business to pass down through generations is dissolving and being replaced by something more complex. Read more  LOREDANA FYFFE | FRIDAY, 29 AUG 2025 Giving is one of the most powerful ways Australians express their values - during their lives and in their Wills. Read more  LOUISE MEIJER , ANKIT SHARMA | FRIDAY, 13 JUN 2025 As we approach the end of the financial year, it is an opportunity to reflect on the year that was and consider actions that need to be undertaken prior to 30 June to maximise year-end tax planning opportunities. Read more  MICHAEL HALLINAN | FRIDAY, 28 MAR 2025 A significant change has occurred in relation to market-linked pensions. These pensions can now be terminated with the consequence that the member account balance previously supporting the pension can be either cashed out, retained in the fund as an ... Read more  DAVID COURT | FRIDAY, 14 MAR 2025 The distinction between wholesale and retail clients is a fundamental part of the financial services regulatory system. Read more  GERARD BASHA | FRIDAY, 19 APR 2024 Superannuation legislation and many superannuation trust deeds permit a member of a super fund to sign a binding death benefit nomination (BDBN) in favour of their dependants or the legal personal representative of the member's estate. Read more  CHRISANTHE LEKATIS | FRIDAY, 22 MAR 2024 Fringe benefits tax (FBT) is a tax payable by employers on certain benefits provided to employees. Read more  NATALIE COMERFORD | FRIDAY, 15 MAR 2024 Couples often find themselves at a crossroads when contemplating what happens to their assets after they pass away, and deciding who would assume guardianship of their children. Read more |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
