Tax & Regulation
ASIC takes action against former adviser over conflicted superannuation advice
The regulator will seek to allege that Merhi used marketing companies to push potential clients to his financial advice businesses
Tax & Regulation | 28 Aug 25
Advisers see rise in use of deeds of variation to avoid IHT
Advisers say usage will increase over the next few years ahead of upcoming IHT changes
Half of millionaires leaving charitable gifts in will
Charitable will trusts and donor advised funds are also being used by one in three millionaires
Overpaid pension tax claims jump 20% and ‘could get worse’
Of those who claimed overpaid tax, 2,400 people received refunds of more than £10,000
Financial planning | 22 Aug 25
Former adviser faces $4m stealing charges in Australia
Ms Pearson has been remanded in custody until the next court date on October 1