 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  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 |
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Further Reading
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.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
