The great wealth transfer is here
As $3.5–$5 trillion in intergenerational wealth shifts hands, learn how smart inheritance planning in WA can safeguard your legacy and avoid legal risks.
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The Trusted Adviser Episode 22: Philip Palaveev on G2 Leadership
Rob Pyne sits down with Philip Palaveev, CEO of The Ensemble Practice, to explore how leadership in advisory firms must evolve—from founder-led solo acts to collaborative, team-based enterprises.
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How to minimise the tax adult children and non-dependants pay on inherited super
Superannuation isn’t automatically tax-free when passed on to beneficiaries, especially if those beneficiaries are your adult children or other non-dependants.
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The Trusted Adviser Episode 21: Terri Reid on Growing Stronger Advice Practices
Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of leadership in advice firms.
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Case study: How a UK Pension and superannuation strategy helped this couple retire sooner
With proper planning and smart use of available strategies, early retirement can be much more achievable than it initially appears.
Aged Care Reform delay: What it means for you
The Australian Government has postponed the rollout of the new Aged Care Act, scheduled for 1 July 2025. The updated legislation will now begin on 1 November 2025.
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The Trusted Adviser Episode 20: Stephen Bell on Process-Driven Technology
In this episode of The Trusted Adviser, Rob Pyne speaks with Stephen Bell — former adviser, Enzumo founder, and now the driving force behind Captegra and Hivrs.
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The Trusted Adviser Episode 19: David Sharpe of Globe Financial Planning
In this episode, Rob Pyne is joined by David Sharpe, Chair of the Financial Advice Association of Australia and Principal of Globe Financial Planning.
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How much do you need to retire comfortably? The latest from ASFA
Each quarter, ASFA updates a guide that outlines how much singles and couples need to spend in retirement to enjoy either a modest or comfortable lifestyle.
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Proposed new superannuation tax: What you need to know
The Australian Government has announced a significant change to superannuation taxation, set to commence on 1 July 2025.
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The Trusted Adviser Episode 18: Neil Kendall of Tupicoffs on AI, Cyber Security & Client Portals
In this episode of The Trusted Adviser, Rob Pyne sits down with Neil Kendall, Managing Director of Tupicoffs
The Trusted Adviser Episode 17: Building a Brand with Keith Barrett of Reverb Media
In this episode, Rob Pyne sits down with Keith Barrett, Managing Director of Reverb Media
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The Trusted Adviser Episode 16: Building enduring advice practices with Warr Hunt
In this episode of The Trusted Adviser, Rob Pyne is joined by Anthony Warr and Bianca Musico from Warr Hunt — a firm renowned for its leadership in mentoring, team
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5 key things to know about 2025 Aged Care rule changes
New aged care rules will take effect from 1 July 2025 that may add complexity in understanding aged care fees and making informed financial decisions.
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The Trusted Adviser Episode 15: Unlocking private insights with Frontier Advisors
n this episode of The Trusted Adviser Podcast, host Rob Pyne is joined by James Damicoucas and Tom Bernard from Frontier Advisers
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