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In changing market conditions, the focus for advisers and investors should be on building portfolios that can withstand volatility rather than attempting to predict short-term market movements. Financial markets naturally move through cycles influenced by economic trends, interest rate changes, and ...

Recent updates from the Australian Taxation Office (ATO) and the Institute of Public Accountants (IPA) highlight key regulatory developments, including concessional contribution adjustments, transfer balance cap indexation from 1 July 2026, and upcoming AML/CTF obligations for certain accounting ser ...

Self-Managed Super Funds (SMSFs) have officially entered the digital asset era. With regulators tightening the screws and trustees embracing crypto as a legitimate investment class, 2026 has become the year of serious governance.If your SMSF is diving into Bitcoin, Ethereum, or any other digital ass ...

Artificial Intelligence (AI) is rapidly transforming the wealth management industry, offering enhanced data analysis, personalised portfolio insights, and improved operational efficiency. By leveraging predictive analytics and automation, advisers can deliver more tailored investment strategies and ...

Intuit Launches AI-Native Accountant Suite in Australia: What Firms Need to Know The accounting profession in Australia is evolving at an unprecedented pace. Firms are balancing rising compliance demands, increasing client expectations, and ongoing capacity pressures, all while trying to deli ...

Borrowing inside an SMSF isn’t just a loan transaction — it’s a strategic move that can shape a member’s long-term retirement outcomes. And long before the loan application is lodged, advisers play an essential role in making sure the strategy stacks up.A successful SMSF borrowing strateg ...

When most people think of accountants, the first image that comes to mind is someone buried in spreadsheets, juggling receipts, or crunching numbers for tax season. But today’s accountants are nothing like that. They’ve stepped out from behind the desk and into the boardroom, becoming trusted ad ...

In Australia’s regulated financial advice landscape, licensees are at the heart of compliance and governance. While advisers deliver advice, licensees hold ultimate legal responsibility under the Australian Financial Services (AFS) licence regime.This responsibility spans:Gove ...

Every day, financial planners manage data worth millions—from personal identities and tax details to investment portfolios. But with this responsibility comes risk. Cyberattacks targeting financial advisers are on the rise, and even a single breach can damage client trust, disrupt op ...