 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
Esencia merges with HNW advice practice
|A Sydney-based practice advising high-net-worth individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm.
SIAA calls for fresh talent amid advice demand
Stockbroking and investment advice firms need to broaden their approach to attracting and retaining talent as the profession prepares for a major shift in clients and wealth, according to a new report from the Stockbrokers and Investment Advisers Association (SIAA).
FEATURE | Digital advice | Interlocking the pieces
Digital advice has become a core offering for wealth managers, yet it confuses many and implementation and use remain fragmented. Before it can achieve aspirations of scale, experts are urging for a better, unified understanding of the offering.
Aperio joins Akumin
Melbourne-based advisory firm Aperio Financial Services has switched licensees and joined Akumin as demand grows among advice practices for support to scale operations and improve efficiency.
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
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.
The importance of purpose-driven team meetings
A purpose-driven meeting can provide "clarity, accountability and engagement" within a financial planning practice.
Not all private credit risk is created equal
Advisers and investors need to look beyond headline yields and assess the structure, security and manager capability behind each strategy.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
