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Financial Planning

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
Digital advice can be the silver bullet to deliver advice to the masses. This task sits on the shoulders of super funds, but can they rise to the occasion? Karren Vergara reports.

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
The FAAA has named the finalists in its annual awards program, including Adviser of the Year.

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
Colonial First State has partnered with MST Financial to offer stronger supports for financial advisers.

MSC awarded dual mandate from newly established litigation funder

MATTHEW WAI  |  MONDAY, 22 SEP 2025
MSC Trustees and MSC Abacus, both part of MSC Group, have been appointed as the trustee and administrator for a newly established third-party litigation funder.

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans.

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
Responding to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR), the SMSF Association (SMSFA) agrees the most efficient and equitable way to fund the special levy is to spread it across all Australian Financial Complaints Authority ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says.

InterPrac wants super funds' reserves to remediate Shield, First Guardian victims

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
InterPrac Financial Planning wants to rid itself of remediation obligations regarding the collapse of the Shield Master Fund and First Guardian Master Fund, saying that victims should be "fully compensated" via superannuation funds' reserves.

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
The FAAA has slammed the CSLR levy in a fresh submission to Treasury, saying it should be spread out to the broadest range of sectors.

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
ASIC has heaped more allegations against former financial adviser Ferras Merhi, claiming he engaged in "unconscionable conduct" related to the First Guardian Master Fund and Shield Master Fund that has put more than $520 million on the line.