No delays, no exemptions: the countdown to Division 296 is on
Division 296 reshapes wealth planning, adding tax on super balances above $3 million. Advisers must act quickly to safeguard client structures before looming...
ClearBridge: the best opportunities right now are outside the US
Jeff Schulze says the US equity recovery is real, but the stronger earnings revisions and more attractive valuations right now are sitting outside American...
The interest rate question advisers should be asking right now
RBA’s prolonged high-rate cycle, not single hikes, drives portfolio strategy; Datt urges focus on duration, quality earnings, capital preservation, and...
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
Forget the mega-caps: the real AI money is flowing somewhere else
Ellerston Capital bets on AI infrastructure as the bottleneck shifts to physical assets, where overlooked small-caps provide the raw power and data center...
Could the Federal Budget be a windfall for disability housing investors?
Barwon Investment Partners says the Federal Budget's proposed CGT and negative gearing changes will drive fresh capital toward Specialist Disability...
The 2026 Federal Budget is in. Here is what advisers need to do before July 1
Wattle Partners' Jamie Nemtsas says the 2026 Federal Budget changed nothing about the July 1 deadline. Division 296, payday super and the new transfer balance...
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
Geopolitical shock, AI disruption and a case for Australian bonds
Bentham's Richard Quin has cut high-yield exposure to record lows and is making a pointed case for Australian bonds. Here is how the firm is navigating two...
Physical climate risk moves from ESG debate to enterprise value risk
Physical climate risk is no longer just a sustainability discussion. For advisers, it is becoming a question of asset values, earnings resilience and portfolio...
The July 1 deadline that could catch your practice off guard
Most advisers think AML/CTF is someone else’s problem. Kit Legal’s Catherine Evans explains how ignoring it risks penalties, inefficiency, and lost...
Turning compliance into a competitive advantage
While most practices treat compliance as a burden to manage, the fix is far simpler than most advisers realise.