Understanding client CGT: The key to stronger advice and relationships

By Doug Morris, CEO, Sharesight As your client’s investment portfolio grows, so do their capital gains tax (CGT) obligations — often becoming increasingly complex. Navigating these obligations effectively isn’t just […]

SIAA Monthly – March 2025

For optimal viewing, select   to enter full screen mode.   DOWNLOAD SIAA Monthly – March edition PDF   FEATURE ARTICLES How AI is transforming asset servicing The corporate actions landscape […]

SIAA Monthly – March 2025

For optimal viewing, select   to enter full screen mode.   DOWNLOAD SIAA Monthly – March edition PDF   FEATURE ARTICLES How AI is transforming asset servicing The corporate actions landscape […]

The predictive power of fees

By Liem Nguyen, Analyst, Morningstar Australia Cost is a key consideration for investors. Morningstar research and academic studies have repeatedly demonstrated that fees are a reliable predictor of the future […]

Amid a tornado of headlines, where does opportunity lie for global investors in 2025?

By Maroun Younes, Portfolio Manager, Fidelity Global Future Leaders strategies There’s never a dull moment in equity markets, and 2025 has already distinguished itself. We’ve seen the long-awaited ceasefire in […]

Fixed Income’s digital leap into new opportunity!

By Emily Boden, Head of Institutional Sales and Relationship Management, Perpetual Digital As sure as death and taxes—modernising a market’s technological architecture can cut costs and improve efficiency. The global […]

CSLR blows up

By Michelle Huckel, Policy Manager, SIAA The release of the levy estimate for the CSLR for the Financial Year ending 30 June 2026 has led to widespread outrage in the […]

SIAA commends government for changes to new entrant pathway for financial advisers

Today’s announcement of the changes to the new entrant pathway for financial advisers ensures the future of the advice profession, notes Stockbrokers and Investment Advisers Association (SIAA). “We welcome the […]

SIAA Monthly – February 2025

For optimal viewing, select   to enter full screen mode.   DOWNLOAD SIAA Monthly – February edition PDF   FEATURE ARTICLES Advising on philanthropy can be a strategic advantage for financial […]

SIAA Monthly – February 2025

For optimal viewing, select   to enter full screen mode.   DOWNLOAD SIAA Monthly – February edition PDF   FEATURE ARTICLES Advising on philanthropy can be a strategic advantage for financial […]