‘Complementary, not competing’: Nexia Sydney on new class of advisers
Audit, wealth and tax firm Nexia Sydney eyes “significant” growth by 2030 across the business and believes the need for fully qualified professional advisers will remain strong despite the introduction of the new class of advisers.
September 15, 2026
Graduates don’t know financial planning is a career choice: Alisdair Barr
Striver wants to raise awareness of the financial advice profession and help attract more talent to it through events, social media and networking opportunities. The career placement organisation has already placed 70 people in financial planning roles in 2026.
September 15, 2026
Div 296 no hurdle to SMSF establishments, Class research finds
There’s never been more money in self-managed super funds than there is today, and the rate they’re being created has never been faster. Not even the spectre of the Division 296 tax changes can slow their growth, it seems, and new research illuminates the drivers of their popularity, and where the money is coming from to set them up.
September 15, 2026
Named, but not accused: ASIC’s warning that isn’t a warning
When ASIC warns consumers to take care when dealing with a service provider but doesn’t explain to them why, it does not support informed decision-making. The information published should be sufficiently precise to let the reader understand what is known and what is not and why the warning has been issued.
September 14, 2026
AI boom to drive long-term growth, but it won’t be linear
AI-related technology stocks have enjoyed a meteoric rise over the past three and half years, leading to questions about the sustainability of the AI cycle and the best way for investors to tap into the growth opportunity.
September 14, 2026
Nasdaq leadership enters its next phase
AI-led earnings growth and a historic investment cycle continue to place the Nasdaq’s largest companies at the centre of global equity markets. But for advisers, the question is increasingly not whether to participate in the theme, but how much concentration is appropriate – and where the next phase of returns may come from.
September 14, 2026
Transforming to serve 100,000 clients takes more than a rebrand
To achieve transformational change, advice businesses need four essential ingredients: direct client relationships, scale, capital and transformation capability. Until now, no advice business has possessed all four.
September 11, 2026
Tribunal affirms ASIC ban on advisers at the centre of Shield and First Guardian failed advice
The Administrative Review Tribunal has affirmed the five-year bans imposed by ASIC on financial advisers Andrew Hanley and Shane Monte Silva for their role in switching clients’ superannuation to Shield and First Guardian without proper assessment.
September 11, 2026
Asset-based fees dwindle as firms price for complexity, not wealth
New research has found that the shift away from asset-based fees is gathering pace, with advice fees increasingly being based on the complexity of the client, not on portfolio size. Advice firms are shifting to charging for the technical and structuring expertise that keeps clients on track and helps stop them from making expensive mistakes.
September 10, 2026
Opposition and peak SMSF body call for a stop to tinkering with rules
Four substantive changes in just five months has led the Shadow Minister for Financial Services Kevin Hogan to call on the government to quit tinkering with the rules. His plea for greater stability and certainty is supported by the peak SMSF industry body.
September 10, 2026
Akumin wants to support ambitious quality firms
Akumin has welcomed firms with as few as two advisers to more than 100 in 2026, CEO Matt Lawler tells Professional Planner that the licensee’s growth strategy is focused on the ambitions and quality of potential target firms, not their size.
September 09, 2026
Competence, judgement, diligence the minimum required of licensees
ASIC's finding that former InterPrac boss Garry Crole was neither fit and proper nor competent, and lacked diligence and judgement, is a timely warning: licensee leadership isn't always what advisers assume. Advisers who don't hold their licensees to account might find they only have themselves to blame if something goes catastrophically wrong.
September 09, 2026
