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Showing 21 - 30 of 9465 results for "Advice 2.0"

FAAA flags gaps in discretionary trusts tax reforms, deficient framework

KARREN VERGARA  |  TUESDAY, 22 SEP 2026
Under the proposed minimum tax on discretionary trust reforms, the Financial Advice Association Australia (FAAA) highlighted concerns over trustees potentially being forced to make "major and largely irreversible decisions" before the rules and guidance ...

Mulino opens CSLR special levy consultation

ELIZA BAVIN  |  TUESDAY, 22 SEP 2026
Treasury has commenced a targeted consultation on the distributions of the 2026-27 special levy for the Compensation Scheme of Last Resort (CSLR). This comes after the CSLR operator announced in July that the estimated claim costs for 2026-27 were $190.3 ...

Hamilton Wealth mandates arcpoint OCIO

VINNY VUCAGO  |  MONDAY, 21 SEP 2026
Hamilton Wealth Partners has appointed arcpoint OCIO as its outsourced chief investment office as the specialist family wealth advisory firm seeks to strengthen its investment governance and support the needs of its growing client base. arcpoint founding ...

AI moves into the advice process

VINNY VUCAGO  |  THURSDAY, 17 SEP 2026
Financial advisers could soon spend less time piecing together clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly ...

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and ...

UniSuper hires former TelstraSuper's head of retirement

MATTHEW WAI  |  WEDNESDAY, 16 SEP 2026
The super fund has appointed a former TelstraSuper executive to lead its advice strategy, research governance and technical frameworks. Melanie Slade has joined UniSuper as head of advice strategy and technical, reporting to chief advice officer Andrew ...

MDS drags Treasury to assess FSC levy proposal

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
My Dealer Services (MDS) has called on Treasury to assess the Financial Services Council's (FSC) latest proposal to lift levies paid by licensees to ASIC, which it describes as an "attack" on small licensees. MDS has written to the Treasury to intervene ...

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
Netwealth has agreed to acquire Australian advice technology provider Paradino for $20 million upfront in a bid to expand its offering beyond platform administration and into artificial intelligence-enabled advice workflows and automation. The deal ...

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
A Sydney-based practice advising high-net-worth (HNW) individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm. Generation Wealth Partners is joining Esencia Wealth, also based in Sydney, saying the merger ...

SMSFs lure $14bn from retail, industry super funds

KARREN VERGARA  |  TUESDAY, 15 SEP 2026
Self-managed super funds (SMSFs) scored nearly $14 billion in retirement savings at the expense of industry and retail funds over recent years, a new report from Class shows. An analysis of Class SMSF clients in its Annual Benchmark Report revealed ...