HLB Mann Judd wins “best firm” category at this year’s Client Choice Awards

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HLB Mann Judd has been named Best Accounting & Consulting Firm ($100-$200 million revenue) at this year’s Client Choice Awards, presented on 26 March 2025, marking back-to-back wins of the... Read more continue reading

Merricks Capital wins global Agri investor award

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Hard asset investment specialist Merricks Capital has won a major international award for its innovative agricultural lending. Merricks Capital has announced it had been awarded ‘Private Lender of the Year... Read more continue reading

You need to get selling

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Advisers: Good advice process is not enough. Being technically competent is not enough. You have to get selling. I know that “Sell” is seen as a bit of a dirty... Read more continue reading

Cost of living, housing and aged care – top three concerns ahead of the Federal Budget according to latest Viridian Advisory adviser poll

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Viridian Advisory’s latest adviser poll has revealed that the cost-of-living crisis, the current housing shortage, and aged care policies are dominating client concerns as Australians brace for the upcoming 2025-2026... Read more continue reading

North unveils innovative AI FileNote assistant for advisers

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North is paving the way for the next generation of client reviews after launching its file note assistant for advisers, powered by artificial intelligence (AI). As a market-first, North’s AI... Read more continue reading

Westpac’s $1 billion promise for women in business

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Westpac’s $500 million female entrepreneurs fund will be expanded by another $500 million to $1 billion, to further address the challenges faced by women accessing finance to start or grow... Read more continue reading

CPD: Risk and retirement

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Australian retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article from Allianz Retire+ explores these risks and the potential financial and emotional impacts on... Read more continue reading

Five tips for business owners thinking of selling their businesses

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Selling a business is one of the most significant financial and emotional decisions any business owner can make. Whether you’ve built your company from the ground up or scaled an... Read more continue reading

Overcoming barriers to retirement savings: behavioural factors and existing schemes

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Individuals face difficulties in making savings decisions due to the complexity of determining savings amounts and how to allocate assets, compounded by behavioural issues like ‘present bias’ and procrastination. Many... Read more continue reading

AI opportunities are expanding in global share markets, though valuations are vulnerable

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Businesses are identifying and monetising artificial intelligence (AI), with significant opportunities emerging in select hyperscalers or large cloud service providers, along with IT service companies which advise businesses on how... Read more continue reading