The Growth Evolution: Key Insights from the FAAA Roadshow 2025 The financial advice profession is undergoing a period of rapid transformation, with regulatory changes, technological advancements, and professional development initiatives shaping its future. The Financial Advice Association Australia (FAAA) Roadshow 2025, themed The Growth Evolution, provided a platform for industry professionals to explore these developments…

For superannuation funds and financial planning businesses with six or more advisers, in-house paraplanning has traditionally been standard. However, as firms scale and face increasing client demands, maintaining a seamless, efficient paraplanning function can become a challenge. From high turnover to bottlenecks in workflow, many firms struggle to optimise their paraplanning processes and, eventually, the…

As of 1 January 2025, Australia has enacted legislation criminalising intentional wage theft, marking a significant shift in workplace law. This development holds particular relevance for financial advisers who engage offshore staff through contracting or employment arrangements. Understanding the implications of this law is crucial to ensure compliance and uphold ethical standards within the industry.…

The upcoming increase in the general Transfer Balance Cap (TBC) from $1.9 million to $2 million, effective 1 July 2025, presents significant opportunities for financial advisers to enhance their retirement planning services. This change, driven by the latest Consumer Price Index data, offers avenues for advisers to provide tailored strategies to clients aiming to maximise…

Money Management recently published an article highlighting a critical concern in the financial advisory field: the “great wealth transfer.” With trillions of dollars set to pass from Boomers to their heirs, this shift brings immense opportunities—and risks. For financial advisers, especially those unprepared to build relationships with their clients’ families, it may even threaten business…