V2 AI and Anthropic power an AI assistant for Allianz Retire+

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As Anthropic expands into the Australian and New Zealand markets, leading Asia-Pacific data and AI consultancy V2 AI has built an enterprise-grade, intelligent AI solution, leveraging Anthropic’s Claude, that revolutionises... Read more continue reading

Federal budget uncertainty strengthens the case for June 30 giving

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Australians considering charitable giving before the end of the financial year should not be put off by uncertainty surrounding the proposed tax changes in the Federal Budget, Judith Fiander, Australian... Read more continue reading

CPD: Aged care advice and ethics

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Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by... Read more continue reading

The $500k pressure point and why many advice firms get stuck there

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There is a number that often comes up in conversations about advice firm revenue, and it sits around the $500,000 to $600,000 mark per adviser. It is not a hard... Read more continue reading

Colonial First State research reveals the significant mental load Australians carry ahead of retirement

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New research from CFS reveals Australians approaching retirement are carrying a significant mental load, with many uncertain about their financial readiness and whether they’ll achieve a comfortable retirement. Now in its third... Read more continue reading

CPD: AI governance – a practical framework for advisers

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Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns... Read more continue reading

CPD: Thinking outside the box – providing a loved one a paycheque for life

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Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In... Read more continue reading

Australia’s forgotten generation: Half of Gen X say they feel “invisible” and most are barely coping

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Generation X – those born between 1965 and 1980 – is doing much of the heavy lifting in Australian society – raising families, caring for ageing parents and keeping the... Read more continue reading

Aware Super takes out top gongs at Chant West Awards

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Aware Super has been named Super Fund of the Year and Pension Fund of the Year at this year’s Chant West Awards. Aware Super scooped four wins in total, including... Read more continue reading

Project Acacia releases findings on tokenisation of money and assets

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This week, the Reserve Bank of Australia (RBA) and Digital Finance Cooperative Research Centre announced the release of the final report for Project Acacia. The project explored how tokenised assets,... Read more continue reading