Business Excellence

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

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Russell Investments

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

03 Feb 2026

CPD: Futureproof – what different generations really value in advice (Part 3)

From AdviserVoice - this CPD article is proudly brought to you by Russell Investments

Introduction “Clients don’t all value advice the same way. Expectations differ across generations”. (Value of an Adviser, 2025, Russell Investments). Understanding and articulating the value of financial advice remains a... Read more continue reading

02 Feb 2026

Building a profitable and valuable practice

From Tony Vidler - Adviser to the Advisers

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

28 Jan 2026

Philanthropy in the new world order relies more on private giving

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

28 Jan 2026

Fidelity Global Sentiment Survey: Australians spending more on essentials, and less on luxuries, compared to their global counterparts

From Fidelity International

Australian workers are generally optimistic, notably about their work and health. However, there is growing concern about their long-term financial prospects, with particular attention to challenges in retirement planning. This... Read more continue reading

23 Jan 2026

CPD: Lessons from ethical failures in financial advice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

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

22 Jan 2026

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

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Russell Investments

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

19 Jan 2026

‘Quietly worried’: New research exposes stark gender retirement confidence divide

From AMP

New findings from AMP’s Retirement Confidence Pulse reveal a sharp divide in how financially confident Australians feel about life after work, with women significantly more worried and less likely to... Read more continue reading

16 Jan 2026

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

From 40:40 Vision

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

15 Jan 2026

Why Gen X’s ‘quiet inheritor’ status warrants your attention

From Australian Philanthropic Services

As headlines explore the coming intergenerational wealth transfer, the narrative often centres on “next gen” inheritors, typically imagined as tech-savvy, purpose-driven 30-somethings. But this framing misses a critical truth. The... Read more continue reading

15 Dec 2025

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]