Teacher at heart As the technical experts and educators for self-managed super funds (SMSFs) for professionals, Heffron Solutions also boasts a large client base of members that rely on it for administrative and documentation services. Passionate about taking the education piece further, director Meg Heffron tells Karren Vergara the secret behind the regional firm's success.
 Put your hand upCrestone Wealth Management chief operating officer Michelle Inns owes her career to curiosity and not being afraid to ask for new opportunities. Elizabeth ...  A resolute spiritIn balancing facts and figures to make all-important decisions to lead Resolution Life and AMP Life, chief executive Megan Beer is guided by a force that ...  Taking chancesWhen Zenith Investment Partners' general manager and head of research Bronwen Moncrieff won the green card lottery, she packed up her life and moved to ...  Son of a preacher manFrom humble beginnings, Aoris Investment Management founder Stephen Arnold has always been fascinated with money. He tells Kanika Sood how he took that ...  When opportunity knocksChief executive of ClearView Financial Advice and Matrix Planning Solutions Allison Dummett has mastered the art of saying 'yes'. Moving across the world ...  The point forwardThe new frontier for financial advisers requires leadership, cultural alignment and commitment. Fortnum Private Wealth managing director and chief executive ...  A balance of prioritiesThe Association of Financial Advisers general manager policy and professionalism Phil Anderson has a disciplined value system. Now, he is on a mission ...  The new frontierAs chief executive of Frontier, Andrew Polson is steering the asset consultant through a consolidation frenzy in its traditional client base of super ...  Back yourselfApostle Funds Management managing director Karyn West believes in putting her money where her mouth is. She invests in every product she sells, and she's ...  The power of policyGrattan Institute chief executive Danielle Wood is on a mission to make the esoteric subject of economics accessible to Australians and call attention ... |
Editor's Choice
Start-ups, small businesses win CGT reform carveouts
Treasury has unveiled a package of capital gains tax (CGT) discount carveouts targeting small businesses, and start-ups and their investors following backlash since the reforms were announced in the Budget on May 12. Testamentary trusts will also be given a reprieve from the new tax regime.
Aware Super sells majority stake in water portfolio
Aware Super has sold a majority portion of its Australian water portfolio from the southern Murray-Darling Basin.
ASIC slaps adviser with 10-year ban, strips AFSL
ASIC has banned Brett Newbound of Victoria, a financial adviser and the sole director of Freedom Wealth Services, which has subsequently lost its AFSL.
ATO reveals highest paid jobs, postcodes
Victoria is home to Australia's highest earning postcode for the first time, according to newly released Australian Taxation Office (ATO) data, as taxable incomes, capital gains and superannuation balances continue to climb.
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When geopolitics becomes a portfolio risk
Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.
Does association membership still matter?
With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...
Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Brian Redican
CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION
NEW SOUTH WALES TREASURY CORPORATION
What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.
