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Everything from Australian Philanthropic Services

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

Australian Philanthropic Services launches ‘Giving Legacy’ — a new way to pass on values, not just assets

From Australian Philanthropic Services

In response to Australia’s unprecedented $5.4 trillion intergenerational wealth transfer, Australian Philanthropic Services (APS) has launched a new service to help families shape a more purposeful legacy — one grounded

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30 May 2025

Giving for our times

From Australian Philanthropic Services

Now, more than ever, the global stage feels dominated by disruption and uncertainty. No matter where you sit on the political spectrum, the actions of Trump 2.0 are having significant

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22 May 2025

Women will help shape the future of philanthropy

From Australian Philanthropic Services

The face of charitable giving in Australia is undergoing a seismic shift as women increasingly take the lead in philanthropy, Judith Fiander, chief executive officer at Australian Philanthropic Services (APS),

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10 Mar 2025

Start 2025 with financial purpose

From Australian Philanthropic Services

The new year is a time of resolutions and reflection – and many start the year with a plan to sort their financial futures too. With an estimated $150 billion

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23 Jan 2025

New board appointment – Australian Philanthropic Services

From Australian Philanthropic Services

Australian Philanthropic Services (APS), Australia’s leading provider of philanthropic services, has appointed Graeme McKenzie to its Board of Directors, effective 1 November 2024. Graeme succeeds David Gonski AC, who is retiring from

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06 Nov 2024

Antonia Ruffell appointed to top philanthropy job

From Australian Philanthropic Services

Australian Philanthropic Services (APS), the Australian-based non-profit organisation, has announced the appointment of Antonia Ruffell to the role of Chief Executive Officer. Speaking about the choice of Antonia Ruffell for the

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12 Oct 2012

Philanthropic investment on the rise among wealthy Australians

From Australian Philanthropic Services

Australian Philanthropic Services (APS) recently announced the achievement of a significant milestone in Australian philanthropic investment, with the creation of the 1000th Private Ancillary Fund (PAF). One thousand individuals, families

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28 Jun 2012

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 [...]