Shy-ann Arkinstall

2 days ago | ifa.com.au | Shy-ann Arkinstall

With the intergenerational wealth transfer officially underway, Malcolm Gee, Equity Trustees national manager of estate management, has argued that advisers need to be getting ahead of inheritance conversations in order to help their clients maximise the opportunity.

2 days ago | ifa.com.au | Shy-ann Arkinstall

According to Fidante’s latest Adviser Markets Survey, following US President Donald Trump’s April announcement, around four in 10 Australian advisers said they were not bearish on both US (44 per cent) and Australian (39 per cent) equities. While markets bounced back relatively quickly once the 90-day pause on the sweeping tariffs was announced less than a week after the so-called “Liberation Day”, in the initial fallout, advisers were split on how the markets would react.

3 days ago | ifa.com.au | Shy-ann Arkinstall

As market volatility continues to cause upset among investors, Scott Carmichael, a founding partner and investment adviser at Escala Partners, said that advisers need to stick to the “golden rules” as they guide clients through this turmoil. “Market volatility today is no different to any other upheaval over the past few decades,” Carmichael said.

3 days ago | ifa.com.au | Shy-ann Arkinstall

State Street’s Global Retirement Reality Report 2025 found that Australians’ are more optimistic about being financially prepared at their planned retirement age, jumping from just 22 per cent in May 2020 up to 33 per cent in 2025, hitting a five-year high despite ongoing economic pressures.

4 days ago | ifa.com.au | Shy-ann Arkinstall

On 26 May, the Financial Advice Association Australia (FAAA) released its guide – developed in conjunction with Chartered Accountants Australia and New Zealand (CA ANZ), CPA Australia, and the Institute of Public Accountants (IPA) – for advisers and accountants regarding how clients can claim tax deductions on their financial advice fees.