Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
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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...
Div 296 gets a makeover, as government reads the room
So, the scuttlebutt had substance: the government has backed down several controversial elements of its Division 296 super tax reform package.
Wealth in motion: Advisers face the reality of the great transfer
The great inter-generational wealth transfer is not something that's imminent, or on the horizon; it's happening now, and advisers need to get to grips with it.
Are SMSFs better investors; or beneficiaries of a free ride?
SMSFs' net assets have grown as fast or even faster than Large Super over recent years; and their investment returns have been vastly better. There is a simple...
When can SMSFs be treated as wholesale?
It's a vexed question as to when SMSFs can be treated as wholesale investors. Here, senior AFCA representatives run through what financial advisers need to...
Australian Ethical Intergenerational Wealth series: Dylan Pargiter-Green
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.