CPD: SMSF advice under the microscope – what REP 824 means for advisers

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Introduction When considering the various sector reviews conducted by ASIC during 2025, one could be forgiven for recalling Taylor Swift’s sentiment from 2017 “This is why we can’t have nice... Read more continue reading

Building a profitable and valuable practice

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Building a profitable practice is is the first objective for practitioners, but building a sustainable profitable and valuable practice is even better isn’t it? Many good practitioners achieve the objective... Read more continue reading

Philanthropy in the new world order relies more on private giving

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Private giving can help to overcome a funding shortfall for charities and other not-for-profit organisations, particularly as governments retreat from international aid Theone Star, head of private wealth at Schroders... Read more continue reading

CPD: Lessons from ethical failures in financial advice

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Ethical standards are the foundation of financial advice, defining the trust and professional bond between advisers and their clients. While most professionals operate with integrity, a small minority within the... Read more continue reading

CPD: Managed Accounts in the ASIC spotlight – compliance essentials for advisers

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Introduction The spectacular growth of managed accounts is arguably one of the most notable trends within financial advice over the last decade. Offering efficiency, consistency, and professional investment management at... Read more continue reading

40:40 Vision signatories lead way in achieving gender balance in executive leadership

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A new report exploring the drivers of strengthened gender diversity of some of Australia’s leading companies has found commitment to gender diversity remains strong despite international challenges. The report[1] summarised the findings of the... Read more continue reading

BackPro AI wins prestigious MLC Financial Clarity Prize at Genesis Finale

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BackPro AI, an innovative AI startup, has been named the winner of the inaugural MLC Financial Clarity Prize, taking home $5,000 at the Genesis Awards Night hosted by the University... Read more continue reading

Fitzpatricks launches adviser’s guide to building a national advice firm

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Fitzpatricks Advice Partners has released a practical guide on how to build a national advice firm, targeting principal advisers looking to scale their business and grow in order to serve... Read more continue reading

Hamilton Lane named Best Place to Work in Money Management for 14th Consecutive Year

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Leading private markets investment management firm Hamilton Lane (Nasdaq: HLNE) has been named a “Best Place to Work in Money Management” by Pensions & Investments for the 14th consecutive year.... Read more continue reading

Aged Care Steps announces winners of 2025 Aged Care Adviser of the Year Award

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Aged Care Steps has revealed the winners of the 2025 Aged Care Adviser of the Year Awards, celebrating advisers who are lifting the standard of aged care advice across Australia.... Read more continue reading