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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...
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...
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.
Australian Ethical Intergenerational Wealth Series: John Bongiorno from Alba Cheese
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.
Australian Ethical Intergenerational Wealth Series: Tim Williams from Fieldwork Coffee
Meet Dylan Pargiter-Green, an adviser who is passionate about the role of responsible investing in aligning with the goals and values of clients.
Beyond the honeypot: Why investment bonds are back in vogue for inter-generational wealth
Speaking at The Inside Network’s INPractice Masterclass, Tom Huntley of KeyInvest highlighted the resurgence of investment bonds as a flexible, tax-effective...
Looming super tax change prompting high-net-worth rethink
Labor failed to get its legislation to tax the earnings on SMSF portfolios exceeding $3 million pass the Senate in the previous Parliament. With the Greens...
Industry calls for bipartisan commitment to rule out taxation of unrealised gains
With the election campaign entering its final stages, a coalition of leading industry associations is calling on the Prime Minister and the Opposition Leader...
Do we really want less choice for Australian retirees?
Last week's conveniently ‘leaked’ government proposal on its plans to revolutionise retirement income for all Australians has brought retirement back into...