Trust tax: the election that asks families to freeze the future
Treasury's minimum tax on discretionary trusts offers a fixed entitlements election as the cheap way out of restructuring. Advisers Will Hamilton and Troy Armstrong warn it locks families into a decision they cannot reverse.
Emerging markets: why cheap is no longer enough
Orbis' Saurav Das says passive flows have broken the mechanism that repriced cheap emerging market stocks. The new test is not whether a company is cheap, but...
Franklin Templeton hits record US$1.8 trillion as private markets run ahead of target
Franklin Templeton reported a record US$1.79 trillion in AUM for the June quarter. Private markets fundraising beat its full-year target early, raising the...
What a big bank teaches you about being a better adviser
Alex Thompson left a career in institutional banking to advise private clients at Viola Private Wealth, and found that the discipline forged in markets...
Why emerging markets demand a contrarian, selective mindset
Emerging markets remain one of the world's largest opportunity sets. So why are investors still overlooking them today?
When life changes, advice relationships matter most
White Rabbit Advisory's Nicola Beswick argues that knowing clients at a human level is not a soft skill. It is the most operationally important thing an...
Former Aberdeen chief to lead Franklin Templeton Asia Pacific
Franklin Templeton Asia Pacific has named Rene Buehlmann as its new regional head from 21 September. He joins from advising KKR on wealth and asset management...
Private credit added $95 billion in four years. Its boards are only just catching up
KIMI reviewed the majority of Australia's private credit managers before selecting twelve for its platform. Every adviser recommending private credit should...
Real yields: the reset that makes bonds competitive with equities again
US real yields are approaching 2.5 per cent, and Brandywine Global argues the repricing reflects a healthier economy, leaving high quality bonds their best...
How a year of RBA swings rewrote the term deposit market
Term deposit rates in Australia have risen sharply and spread apart. The gap between the best and worst one-year offer now exceeds 3 percentage points, and for...
In private markets, the hard part is now what you build
Coller Capital's private wealth series explores why private markets access is no longer the challenge, and portfolio construction is. It unpacks how...
July 2027 deadline: ten months to get the CGT cost base right
Australia's CGT reforms take effect on 1 July 2027, and clients are already moving without waiting for advice. Viridian Lending's launch into the same moment...
Don't sell the farm: the risk hiding in most farming wills
An equal-split will can force a farming family to sell the property just to pay departing children. Troy Armstrong explains why farm succession planning, done...
CPA Australia's case for a better start-up CGT concession
CPA Australia supports Treasury's proposed capital gains tax concession for start-up investors but warns design flaws will leave investors, employees and...
The AML deadline passed. Now the real work starts
Kit Legal's Catherine Evans says too many advice, accounting and law firms have treated AUSTRAC's supportive language as permission to wait, and that the...
The proof economy
Australian financial advice does not cost what it costs because of Hayne. It costs what it costs because the law asks advisers to prove a procedure rather than...
Where the flow splits, active bond funds still win
The active-versus-passive debate looks different in fixed income. Amundi's quarterly results show active bond funds attracting serious new inflows, with local...
Ten managers, one verdict on ASX20 concentration
Ten active Australian equity managers agree: ASX20 concentration is distorting prices at the top of the market and widening the gap between index heavyweights...
Space as infrastructure? The AI trade advisers keep getting half right
AI infrastructure investment is emerging as the more durable side of the AI trade. Franklin Templeton's Matthew Cioppa argues the real opportunity has shifted...
Private credit secondary markets | INDepth with Jack Wasserman from Pantheon
Jack Wasserman of Pantheon explains how private credit secondaries offer diversification, shorter duration, and a liquidity engine for advisers building...
Value traps and income conviction with Andrew Hamilton from Antares Capital
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
The illusion of diversification with Alison Savas from Orbis Investments
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
Putting portfolio construction to the test at the INZ Investment Leaders Forum in Queenstown
Advisers and investment specialists from both sides of the Tasman spent two days at the Investment Leaders Forum in Queenstown, working through active...
US payrolls turn negative denting the soft-landing narrative
A surprise fall of 23,000 in US non-farm payrolls, downward revisions of 103,000 to the prior two months and a participation rate at a half-century low have...
How to keep your SMSF off the regulator’s radar
The ATO and ASIC are sharpening their focus on SMSF trustees in 2026, from cracking down on auditor failures to pursuing illegal early access. Here is what...
A quick way to value the CSL share price
Want to value the CSL Ltd (ASX:CSL) share price? Here are 6 key metrics you need to consider.