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Everything from Australian Philanthropic Services

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

New APS survey reveals strong growth in purpose-driven philanthropy

From Australian Philanthropic Services

Australians are giving more generously and with greater purpose than ever, with new data from Australian Philanthropic Services (APS) showing a shift towards strategic, legacy-focused philanthropy as the leading motivator for

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08 Dec 2025

Wealth abundance enables Australians to give back

From Australian Philanthropic Services

Despite the talk of global uncertainty, the fact is that many Australians have record levels of wealth, and they are thinking of giving back to society in meaningful ways during their

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17 Jun 2025

Smart tax deductions this FY

From Australian Philanthropic Services

Ahead of the new financial year, Australians who have more than they need may want to think about putting greater purpose into their financial plans through philanthropy, according to Rachael

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05 Jun 2025

Earn CPD Points

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 [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]