What the new CGT rules mean for SME clients
The federal government's recent announcement regarding small business capital gains tax concessions introduces significant changes that financial advisers must prepare for, writes financial adviser Sheshan Wickramage. By increasing the turnover threshold for the 50 per cent active asset reduction from $2 million to $10 million, the government has fundamentally altered the exit landscape for SME clients.
June 29, 2026
Platform satisfaction tied to adviser growth ambitions: Research
Adviser platform satisfaction is fundamentally tied to how well a platform supports the adviser’s business growth ambitions, according to a report from SuitabilityHub and CoreData. The inaugural research also covers which platform is building the most new business relationships.
June 26, 2026
Shield sent almost $65 million to lead generators
ASIC is suing directors and compliance committee members of the Shield Master Fund’s responsible entity, Keystone Asset Management, for misuse of investor money. Among the allegations is that the managers of the fund sent almost $65 million to lead generators.
June 26, 2026
AIOFP board exodus follows white label platform deal
Four directors of the Association of Independently Owned Financial Professionals have departed the board, citing concerns over the launch of a new platform in the wake of the Shield and First Guardian disaster. The white label arrangement with DASH comes in response to InterPrac advisers being blacklisted and is the controversial industry body's second foray into platform product provision.
June 25, 2026
Financial advice can avoid AI-driven ‘Kodak moment’
Financial advice is positioned to avoid a “Kodak moment” and being made obsolete by AI and technology, as human-led interactions will continue to be a driving force in its proposition, the Professional Planner Licensee Summit heard. But while AI might be part of the model of the future, a panel also discussed whether a key model from the past, vertical integration, will still have a place.
June 24, 2026
Exploring the link between innovation and investment governance
The relationship between governance and performance has been explored in-depth, contributing to the belief that long-term business and investment success requires prioritising ethical, sustainable, and responsible practices alongside financial performance. Investment governance, which refers to the systems, policies and procedures used to inform investment decisions, is an essential part of good corporate governance for all
June 24, 2026
What is the future of investing?
Produced in partnership with Dimensional Fund Advisors. I cannot predict the future, but I am sure about two things: one is that markets are getting easier to access, but increasing choice is adding complexity; two, investors enter the market expecting a good return, but increasing complexity creates ways for it to slip away. In a
June 24, 2026
FAAA questions profession’s capacity to onboard constant super changes
The Financial Advice Association Australia has questioned the impact of continued tinkering with superannuation laws from the government, arguing Treasury needs a clear roadmap for change implementation.
June 23, 2026
Trustee-for-hire model in trouble as EQT calls time on super and Diversa turns on Praemium
The ASX-listed parent company of Equity Trustees Superannuation Limited has confirmed it will divest its super trustee-for-hire business in the aftermath of the $1 billion Shield and First Guardian collapse. Diversa Trustees, which is being sued for onboarding First Guardian, is seeking compensation from Praemium should it be ordered by the court to remediate investors.
June 22, 2026
