Perspectives - Winter 2026

2026 Budget brought key changes to Capital Gains Tax. Stuart Sheary (Institute of Financial Professionals Australia) & Chris Brycki (Stockpot) consider how portfolios should respond to a new tax environment where capital gains are less favourably treated

Private markets are increasingly being used in client portfolios, as the number of investment options grow rapidly. Michael Karagianis (JANA) analyses these asset classes and explains how to select them in a portfolio.

Peter Brannighan (RPM Group) and Martin Morris (Centric) explore what a Family Office is looking for from their advisers, and what is needed to meet the needs of this type of client.

Andrew Bradley (Herbert Smith Freeholds Kramer) & Francy Taylor (Colonial First State Investments) discuss emerging themes in Australia’s managed accounts' regulatory landscape.

Managed accounts continue to develop different features, James Louw (DASH) provides key insights on the evolving landscape of SMAs, MDAs & regulation, and the future of managed accounts

Speaking as part of an IMAP MDA360 webinar series sponsored by Mason Stevens, Jesse Vermiglio Partner - Holley Nethercott & Stephen Hughes, AJ Gallagher discussed the aspects of Professional Indemnity insurance for MDA Providers & Advisers.  

How do you build an advice business from scratch with a goal of reaching 1,000 client families? Michael Bova (Family Wealth Advisory) & Rebecca Jacques (Mercer) discuss Family Wealth Advisory’s journey working with families