The recent introduction of Division 296 legislation marks a fundamental shift in how high-balance superannuation accounts will be taxed in Australia. This rule, which is commonly referred to as the “$3 million super tax,” will affect individuals with total super balances exceeding $3 million by levying an additional 15% tax on certain earnings. While the…

A recent article on FS Advice highlighting the four critical questions advisers should ask before pursuing M&A strikes at the heart of sustainable growth in financial services. While the piece rightly emphasises the importance of strong foundations, systems, and cultural alignment, there’s one crucial element that often gets overlooked in M&A conversations: the scalability of…

Recent research from Dimensional’s 2025 Global Advisor Study, as reported by Money Management, reveals that Australian advice firms are excelling at client onboarding, bringing new clients through the process in an average of 9.9 weeks compared to 10.3 weeks globally. While that might seem like a marginal difference, those few weeks represent something much more…

As a paraplanner working with financial advisers across Australia, I’m constantly amazed by the opportunities that sit right under our noses. The latest Vanguard/Investment Trends SMSF report, as reported by Financial Adviser, should be a wake-up call for any adviser who hasn’t yet embraced the self-managed super fund market. The numbers tell a compelling story:…

In recent years, financial advisory practices have experienced a notable rise in profitability, as highlighted by a recent article from IFA, which discusses the increasing success of advisory firms in 2025. This upward trend presents an important opportunity for advisers to leverage quality paraplanning services to sustain growth, enhance client experiences, and drive consistent revenue…