Showing 31 to 40 of 77 articles: DANIEL BUTLER , SHAUN BACKHAUS | FRIDAY, 26 APR 2019 The recent case of Burgess v Burgess [2018] WASC 279 ('Burgess') continues a line of cases that consider the conflict that arises where a person acts as executor of a deceased estate while also receiving superannuation death benefits in their ... Read more DON HAMSON | FRIDAY, 5 APR 2019 The ALP is proposing a raft of tax changes that will negatively impact after tax outcomes for many Australian investors should they be enacted. Read more SCOTT QUINN | FRIDAY, 8 MAR 2019 With the ability to use catch-up concessional contributions starting from 1 July 2019, we've been asked the following question by an adviser Read more WILL MOLONEY | WEDNESDAY, 20 FEB 2019 Helping clients with their estate planning needs is a vital aspect of the financial planning process with superannuation being an important component of the plan. The 2017 super reforms were wide ranging with quite a number of changes affecting superannuation ... Read more YVONNE CHU | FRIDAY, 26 OCT 2018 A lump sum superannuation death benefit paid to someone who is not a death benefits dependant for tax purposes can be subject to significant tax (refer to Table 1 for details). In contrast, lump sum death benefits paid to someone who does qualify as ... Read more STUART SHEARY | FRIDAY, 17 AUG 2018 For employees who do not have enough money saved to buy a car outright there are a number of options. They can finance the purchase through a private loan, private car lease or via a novated car lease agreement. Read more YVONNE CHU | FRIDAY, 29 SEP 2017 WHAT'S CHANGED? Read more RAHUL SINGH | FRIDAY, 7 JUL 2017 1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking. Read more EMMA RAPAPORT | FRIDAY, 2 JUN 2017 After years of public scandals, special investigations, and allegations of sub-par qualification standards, negotiations between Canberra and a 23,000 strong financial adviser industry have come to a head in the form of the professional standards le ... Read more ANN HERRMANN-NEHDI | FRIDAY, 2 JUN 2017 In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can successfully align the skills of their sales professionals with current ... Read more |
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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.