Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
- Australian Ethical
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- Craig Brooke
- Cristina Lee
- Drew Meredith
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- Ishan Dan
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- Kim Ivey and Michael Armitage
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Armitage
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- The Inside Adviser
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...
Why most inherited wealth does not survive the second generation
The research is clear: most Australian family wealth transfer fails not because of bad markets, but because of poor governance and a lack of preparation. Here...
Military precision, human judgement and AI at scale
How Dexter Koh is bringing the discipline of military planning to an integrated model of advice, education and continuous wealth intelligence.
Purchasing power is not CPI, and cash is not one currency
Advisers treat “purchasing power” as returns above CPI and “cash” as Australian dollars on deposit. Both shortcuts understate the risk retirees...
Inside the property sector where healthcare demand is doing the heavy lifting
As traditional office struggles for relevance, US medical office buildings offer advisers a cleaner story of income resilience, demographic growth and...
After the loss comes the paperwork. It doesn't have to be this hard.
North has become the first wealth platform to join the estateXchange network, offering advisers a digital solution to simplify deceased estate administration...
Numerisk closes SMSF trustee exposure gap with Defender policy
The regulatory requirements on SMSFs are onerous, but they're not often considered in the decision to establish one. A new insurance product aims to protect...
Why the next AI trade may be built in concrete, power and land
Artificial intelligence may look like a technology story, but its next investment implications are increasingly physical. For advisers, the question is how...
Why tax alpha is the returns driver HNW advisers need to measure
Praemium and CoreData research shows tax is now a structural driver of HNW returns, but most practices still struggle to measure the value created and surface...
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...
Why assisted living is becoming a global REIT conviction call
The Dexus Global REIT Fund’s assisted living exposure points to a broader portfolio construction choice for advisers: how much of the next real estate cycle...
Why strategy must come before investment selection, every single time
Perpetual Limited's Renée Condylis says the most important conversation an adviser has with a client has nothing to do with which asset to buy. It starts with...
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...