Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
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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...
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 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...
Property recovery is underway yet healthcare is still catching up
Healthcare property's entry point is closing. Barwon's Tom Patrick says the next 18 months are the ones that matter
How the tax changes reshape wealth and investment decisions
Australia's Federal Budget 2026–27 reshapes the wealth and investment landscape, from a minimum 30% capital gains tax to discretionary trust changes and the...
The misunderstood property niche drawing serious institutional capital
Barwon’s Joss Engebretsen says specialist disability accommodation has been mis-sold, misread and too quickly dismissed, despite offering high yields,...
In uncertain markets, advisers should focus on discipline, not drama
In volatile markets, Esencia Wealth founding partner Christopher Forrest says advisers add most value by staying disciplined, preserving liquidity and keeping...
More retirees and rising complexity: the challenge facing advisers
KeyInvest’s Craig Brooke says structural shifts in demographics, regulation and private markets are converging, and advisers will need to respond faster than...
The great wealth handover: why advisers cannot afford to sit this one out
The greatest wealth transfer in Australia’s history is already underway, and advisers who are not actively embedded in family succession risk watching their...
Why 2026 marks a turning point in estate planning
As new super taxes bite and trust structures come under sharper scrutiny, 2026 is emerging as the year estate planning shifts from tax minimisation to...
Have we been positioning retirement advice all wrong? New report plots the way forward
Retirees are laden with human behavioural biases, and coupled with the complexity of the superannuation and retirement systems, that means poor decisions...
Going granular with data ignites an insurance breakthrough in the advice world
Professional indemnity (PI) insurance is a necessary evil to most advisers. But to one small insurance broker, it is the spearhead of major change in the...
Simulating retirement outcomes using real-world market paths and Monte Carlo techniques
One of the biggest challenges in retirement planning is understanding the uncertainty of future portfolio outcomes. Average returns alone tell us very little...