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Everything from Australian Philanthropic Services

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

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

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]