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Secondaries: Handling a double-edged sword

BY   |  WEDNESDAY, 15 JUL 2026    4:43PM
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Internalising trustees, although lawful, weakens independent oversight and can expose a fund manager to greater risks than those outsourcing the capability ...

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While most affluent clients are insured to some extent, their protection assessment can often fail to adjust accordingly to their financial position.

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As annuities become more prominent under a supportive policy backdrop, the product is no longer on the "periphery" for financial advisers.

The steady hand on the wheel proves the value of advice

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The value of advice often comes in the most volatile and challenging times, AMAFA managing director Keith Marshall says.

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As several super funds have recently hiked their TPD premiums, the guide aims to demonstrate how advisers should approach TPD claims.

The revised focus on the $3.2tn wealth transfer

ENSOMBL
With well over half of the intergenerational wealth to be controlled by women, advisers need to recognise and incorporate the shift when practising.

ASIC and private credit: a baseline, not the finish line

WOODBRIDGE CAPITAL
ASIC's deep dive into the private credit sector signals a greater expectation of fundamentals on the opaque asset class.

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AZ NEXT GENERATION ADVISORY PTY LTD
Advisers can leverage technology and automation to reduce complexity and focus on providing strategic advice.

Members are starting their advice journey earlier; super funds that recognise this will benefit

OTIVO
During my career in financial services, I've observed that financial advice has traditionally been framed as something that becomes relevant toward the ...

Best practice principles for retirement income

CHALLENGER
What advisers can learn from the best practice principles designed for superannuation funds.