 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  MICHAEL CROWE | FRIDAY, 12 JAN 2024 Raising a child can be challenging at the best of times, but when a child has high needs, parents face additional concerns. Read more  BRETT DAVIES | TUESDAY, 10 OCT 2023 When a person dies with money in superannuation two questions arise. Firstly, who does that money go to and how can you ensure that it goes to the people you choose? And secondly, what tax will be payable by the recipients and what steps can be taken ... Read more  KMT PARTNERS | WEDNESDAY, 7 JUN 2023 As the end of the 2022/23 income year approaches, this paper explores a number of ways to minimise your tax liability and outlines changes to working-from-home tax deductions. Read more  SUSAN BONNICI | FRIDAY, 12 MAY 2023 Divorce at any age is tough. When you are older at the time of divorce, it is crucial that you consider how you split your assets and the implications this will have for your estate, especially if you have adult children or a blended family. Read more  LETTY CHEN | WEDNESDAY, 5 APR 2023 The end of another Fringe Benefits Tax (FBT) year is now upon us. The ATO has released its FBT return 2023 and the accompanying instructions. Read more |
Latest News
Former financial adviser charged in alleged $160k super fraud case
Former financial adviser Abdullah Popal has been charged with alleged fraud offences in Sydney's north-west, accused of hoodwinking five individuals out of over $160,000 from their self-managed super funds (SMSFs).
Reducing super tax cap to $2m 'a concern': FAAA
The FAAA has voiced concerns over the Labor government's proposed superannuation tax, saying if they are negotiating with the Greens, a reduction in the cap to $2 million would be problematic.
FAAA calls for stronger consumer protections in advice reforms
The Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury on the Delivering Better Financial Outcomes (DBFO) ...
Adviser numbers jump in March quarter: Rainmaker
The March quarter saw the highest number of financial advisers join the sector in the last seven years to reach 15,982, according to Rainmaker Information.
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.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
