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Structured giving growing in importance, but there is a long way to go

From Australian Philanthropic Services

Key figures Private Ancillary Funds (PAFs) distributed more than $914 million in FY2023-24, up 14 per cent, across more than 2,289 funds Distributions from the main public offer Public Ancillary Funds... Read more continue reading

06 Aug 2026

CPD: Maximising super contributions before retirement

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise... Read more continue reading

04 Aug 2026

Why most Australian family fortunes won’t survive the coming intergenerational wealth handover

From Lipman Burgon & Partners

Most Australian family fortunes do not survive the handover to the next generation. On the most widely cited research, from the Williams Group, 70 per cent of families lose their... Read more continue reading

29 Jul 2026

The biggest challenge to founder wealth begins after the business is sold

From Escala Partners

Founders spend years building a business, and often years preparing it for sale. Escala says too few spend adequate time preparing for the transition and the period immediately after settlement,... Read more continue reading

28 Jul 2026

Protecting older Australians against the growing issue of financial abuse

From Equity Trustees

Equity Trustees, a sponsor of the upcoming 2026 Stand Up, Speak Out Australian Elder Abuse Conference, is calling for greater awareness of the need to act early to protect older... Read more continue reading

21 Jul 2026

Four ways advisors can better frame annuities with clients

From Avantis Investors

Avantis Investors provides four takeaways advisors can apply in client conversations when discussing annuities with clients. 1. Start with income, not account balances Advisers should begin with the end in... Read more continue reading

20 Jul 2026

Gen Z leads in financial and retirement confidence, but doubts remain widespread

From MLC

A new generation of financial ‘super planners’ arrives as cost-of-living pressures widen national retirement confidence gap Having enough to retire comfortably is Australians’ equal top life goal alongside financial independence... Read more continue reading

17 Jul 2026

Young Australians don’t have an investing problem – it’s listening to the noise that says it’s too late or too hard to even start

From InvestmentMarkets

The belief that younger Australians have already missed their chance to build wealth is becoming one of the country’s most damaging financial myths, according to InvestmentMarkets CEO Darren Connolly. The... Read more continue reading

14 Jul 2026

Brookfield finds growing interest in alternative investments among Asian female investors

From Brookfield

Brookfield’s Alts Institute has found high-net worth (HNW) women in Asia have strong interest in alternative investments while financial advisors play a critical role in helping women access and understand... Read more continue reading

13 Jul 2026

Modest gains mask fading gender equity momentum as tax disparities and NDIS shifts risk turning women into an ‘unpaid safety net’

From Financy Women’s Index

Key points The Financy Women’s Index rose 0.61 points to 78.47 points out of 100 in the March quarter. The Underemployment sub-index gained 2.9 points, returning to March 2025 level... Read more continue reading

10 Jul 2026

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CPD: Growth holds, risks widen
Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]