This Month
How to join the top 10pc of property investors
Many people aspire to owning a portfolio of properties, but most give up after one.
Pathzero reinforces green credentials for asset managers
Pathzero has developed the largest private markets emissions data network globally, and wins the small organisation category in the Sustainability Leaders list.
Escala’s PE-backed owner seeks to end staff’s 51pc interest
The vote would free PE-owned Escala of the obligation to pay about half its revenue – about $47.5 million last year – to a company owned by staff.
May
Labor has ‘no intention’ to ban SMSF borrowing in $3m tax negotiations
Treasurer Jim Chalmers says negotiations in the Senate to pass Labor’s super tax increase have yet to begin.
Two essential steps in wealth building (and 4 common mistakes)
If your financial goals include the phrase ‘to have as much money as possible’, it might be time for a rethink.
Will ChatGPT plan your retirement?
Although we can’t see the end game right now, generative AI will transform financial advice and further democratise wealth management, experts say.
Financial advisers face competition from digital solutions
Financial advisers are grappling with how to differentiate their offering from the growing number of digital advice platforms.
Financial advice helped this client recover after being scammed
When Tracy Hall lost her life savings to a fraudster, she needed help to build up her savings again.
What does good financial advice look like?
More Australians need to be able to access professional help with their money, and not just as they enter retirement.
Why financial planning is ‘the perfect job’ for women
Relationship building is as important as understanding technical strategies, something that makes it well suited to women who want to make a difference.
Universities cutting courses could cruel financial advice expansion
The demand for financial advice and advisers is rising, but universities are closing the courses that train them. That’s a problem for everyone.
April
My husband died at age 37. Here’s how I survived financially
Last-minute changes to super and estate planning allowed Lisa Chew to manage the family finances once her husband was gone.
Perpetual sued to stop clients moving after Ord Minnett raid. It lost
Two courts rejected the firm’s bid to enforce “extremely broad” non-solicitation clauses, in cases that reveal it has already lost 22 clients and fears 200 more are at risk.
February
Do I need a financial planner and how do I find the right one for me?
Financial advice isn’t cheap, so if you’re going to get some help with your money, here’s how to make sure it pays off.
Where were the gatekeepers in the $480m Shield Master Fund collapse?
The 5800 investors caught up in the failed scheme would surely wonder why alarms didn’t go off. Tony Boyd sifts through the entrails to find out what happened.
This CEO was made redundant at 49. Now he runs a $3b company
When Scott Hartley was let go from NAB in his late 40s it came as a shock. But he used the experience to forge a different career path.
January
Financial planners panic over $50m compensation blowout
A blowout in the cost of compensating victims of financial misconduct threatens the viability of the industry funded scheme, advisers say.
Six easy steps to retirement readiness (and one hard one)
There are no courses on how to plan for retirement, so we have done some of the work for you.
December 2024
Labor unveils plan for army of advisers to help Baby Boomers
Labor will attempt to re-write financial advice laws to relax the regulatory requirements that have made advice prohibitively expensive for many.
Nine private wealth advisers defect from Perpetual
Street Talk understands nine advisers resigned from the 138-year-old investment group on Friday.