latest news

                        
                            04 July 2025                        
                        •
                                                    
                                by Keith Ford                            
                                            
Revised CSLR levy knocks $3m off adviser bill

                        Financial advisers won’t get any relief from the $20 million subsector cap; however, the revised estimate for FY2025-26 is down to $67                    

                        READ MORE

ASIC weighing up action against super trustees over Shield and First Guardian failures

The corporate regulator said it is “considering what options” it has to hold super trustees, such as Macquarie and ...

June adviser losses crack 350 amid EOFY flurry

In what Wealth Data has described as a “bloodbath”, adviser losses for the end of June have come in 143 per cent higher ...

Viola Private Wealth appoints former Aussie Test cricketer as partner

The high-net-worth advice firm has announced that it has promoted financial adviser and former professional cricketer ...

Yodal launches tele-estate planning tool to ‘address bottlenecks’ for advisers

The Australian fintech has unveiled a tele-estate planning concierge service aimed at reducing the administrative burden ...

latest news

Revised CSLR levy knocks $3m off adviser bill

ASIC weighing up action against super trustees over Shield and First Guardian failures

June adviser losses crack 350 amid EOFY flurry

Viola Private Wealth appoints former Aussie Test cricketer as partner

Yodal launches tele-estate planning tool to ‘address bottlenecks’ for advisers

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

PODCASTS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

STAY CONNECTED