Aged Care Steps launches 2026 Aged Care Adviser of the Year Awards

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Since the Aged Care Act reforms took effect on 1 November 2025, advisers across the country have had to get across a new accommodation pricing structure, a new Support at... Read more continue reading

CPD: Maximising super contributions before retirement

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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

CPD: Trust – the unseen foundation of ethical financial advice

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Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice... Read more continue reading

CPD: ASIC’s 2026 review of qualification compliance – practical implications

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Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least,... Read more continue reading

Offshore isn’t the risk – doing it without structure is

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Ask a room of advice principals whether their offshore support is properly structured and most of them will say yes. But our experience suggests the answer is not always as... Read more continue reading

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

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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

Padua heralds next-generation advice ecosystem

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Padua Solutions (Padua) today announced a major expansion of the Padua Advice Portal (the Portal), with AUSIEX joining as exclusive broking partner. Padua Solutions CEO & Managing Director, Matthew Esler... Read more continue reading

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

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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

Getting more prospects to buy your advice

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To get prospects to buy your advice and change direction you have to “sell emotion” and support it with logic, right? Not quite….there is a piece missing in this formula... Read more continue reading