SIAA Monthly – June 2025

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FEATURE ARTICLES

• Let’s be frank: Income opportunities beyond franked bank hybrids
  We all love a deal, right? Franking credits on investment securities makes us feel just that little bit smarter than the system. 
• AI tools are supercharging SOA generation: But don’t ditch advice review processes just yet
  There’s no denying artificial intelligence is crashing into the advice space like a freight train. Tools that generate Statements of Advice (SOAs) using generative AI are no longer theoretical. 
• Growing demand for automation, integration and hyper-personalisation revealed in new industry report from Chelmer and Suite2Go
  The recently released Current state and future needs of wealth management technology: 2025 report points to a sector facing growing pressures to consolidate systems, streamline operations and deliver a consistent client-centric experience. 
• Optimising ETF trade execution
  Trade execution is crucial, directly affecting the price, cost, and overall return of a trade. 
• Super snippets: Super fund governance failing us
  The corporate governance of superannuation funds is well and truly in the spotlight after the Australian Securities and Investments Commission (ASIC) recently released a report into death benefit claims handling.