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

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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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Federal budget uncertainty strengthens the case for June 30 giving

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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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Beat the tax deadline through smarter giving

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

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

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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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New APS survey reveals strong growth in purpose-driven philanthropy

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

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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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Women will help shape the future of philanthropy

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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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