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Everything from Australian Philanthropic Services

APS clients deliver record $250 million to charity as total APS giving tops $1.5 billion

From Australian Philanthropic Services

Australian Philanthropic Services (APS) clients distributed $250 million to 2,261 charities in the 2026 financial year, setting a new annual giving record for the organisation. The milestone means APS clients

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11 Sep 2026

APS announces Lisa George as new CEO

From Australian Philanthropic Services

Australian Philanthropic Services (APS) is thrilled to announce the appointment of Lisa George as its next chief executive officer. Ms George will commence with APS early in the new year,

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04 Sep 2026

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

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06 Aug 2026

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

From Australian Philanthropic Services

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

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16 Jun 2026

Federal budget uncertainty strengthens the case for June 30 giving

From Australian Philanthropic Services

Australians considering charitable giving before the end of the financial year should not be put off by uncertainty surrounding the proposed tax changes in the Federal Budget, Judith Fiander, Australian

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10 Jun 2026

Beat the tax deadline through smarter giving

From Australian Philanthropic Services

With the end of the financial year fast approaching, strategic philanthropy can solve a familiar problem for wealthy clients: a last-minute tax bill, Judith Fiander, CEO at Australian Philanthropic Services

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08 May 2026

Women urged to harness wealth for happiness as they inherit $3.2 trillion

From Australian Philanthropic Services

Australian women are being encouraged to embrace philanthropy this UN International Day of Happiness (20 March), as they get set to inherit $3.2 trillion in the nation’s largest-ever intergenerational wealth

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19 Mar 2026

APS warns ancillary fund changes offer short-term boost at expense of long-term impact

From Australian Philanthropic Services

The Government’s decision to raise the minimum distribution rate for Private Ancillary Funds (PAFs) from the current 5 per cent to 6 per cent and for Public Ancillary Funds (PuAFs)

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02 Mar 2026

‘Tis the season to consider philanthropy in your holiday plans

From Australian Philanthropic Services

With the festive season fast approaching, Australians are being encouraged to embrace the spirit of giving in a way that lasts well beyond Christmas morning, while at the same time

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17 Dec 2025

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

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15 Dec 2025

Earn CPD Points

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 [...]