Australian household wealth hits high at $19.2 trillion, lifted by record property and cash assets

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Australian household wealth hit an all-time high of $19.21 trillion in the March 2026 quarter, boosted by record property and cash investments, which sat at $12.98 trillion and $2.0 trillion, respectively, new data... Read more continue reading

Talk is cheap…but the returns are fantastic

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Word-of-mouth remains the best marketing professionals can use, or get. The next best is “talk”.  Talk to clients and prospects directly.  One-to-one…actually spending time communicating directly with each other…voice to... Read more continue reading

Disruption on the horizon, five factors reshaping Australia’s financial advice industry, finds Natixis Investment Managers 

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Australia’s financial advice sector is entering a period of significant disruption. Against a fragile macroeconomic backdrop marked by conflict in the Middle East, global energy shocks, geopolitical realignment and interest... Read more continue reading

MUFG Retirement Solutions and Victoria University partner to drive jobs, workforce skills, and AI innovation

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MUFG Retirement Solutions, a division of MUFG Pension & Market Services, and Victoria University (VU) have announced a strategic partnership to supercharge job pathways for students and boost workforce capability... Read more continue reading

A shift in tax‑effective philanthropy advisers shouldn’t miss this EOFY

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End of financial year has traditionally been framed as a moment to minimise tax. Increasingly, however, it is becoming something more meaningful – a moment when clients are open to... Read more continue reading

Two-thirds of financial advice businesses have no plan for the unthinkable

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A new research report released by Business Health has revealed alarming gaps in how Australian financial advice businesses prepare for the sudden death or permanent disablement of a business owner... Read more continue reading

The routine advice work that now triggers AML obligations

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Kit Legal is warning advisers that routine work, such as setting up a self-managed super fund, making payments for a client or providing a registered office address, may bring their... Read more continue reading

The $5.4 trillion conversation you’re not having with your clients

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There’s a quiet revolution building in Australian wealth management, and advisers sit at the centre of it. Over the next two decades an estimated $5.4 trillion will change hands across... Read more continue reading

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

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The 30th edition of the Capgemini Research Institute’s World Wealth Report 2026, found an 8.7% increase in global high-net-worth individual1 (HNWI) wealth in 2025, reaching a record USD 98.3 trillion... Read more continue reading

Australians approaching retirement are financially engaged, but many have not prepared for life after work,

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What I Wish I Knew About Retirement reveals opportunity for super funds to meet demand for income certainty and help more Australians retire with confidence The second edition of TAL’s What I... Read more continue reading