Rob Pyne sits down with Nick Perrett, CEO of Yarra Lane Group, to explore how financial advice firms can harness AI agents and robotic process automation (RPA) to revolutionise their operations.
Rob Pyne sits down with Andrew Dunbar, Director of Apt Wealth Partners, and Abbie Gellatly, Head of People and Culture, to explore how one of Australia’s most awarded advice firms is preparing for the future of financial planning.
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.
The great wealth transfer is here Read More »
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.
The Trusted Adviser Episode 22: Philip Palaveev on G2 Leadership Read More »
Advice regarding income tax considerations for wealth accumulation needs to very personalised, as do the investments selected.
Income tax considerations for wealth accumulation Read More »
Superannuation isn’t automatically tax-free when passed on to beneficiaries, especially if those beneficiaries are your adult children or other non-dependants.
How to minimise the tax adult children and non-dependants pay on inherited super Read More »
Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of leadership in advice firms.
The Trusted Adviser Episode 21: Terri Reid on Growing Stronger Advice Practices Read More »
With proper planning and smart use of available strategies, early retirement can be much more achievable than it initially appears.
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.
Aged Care Reform delay: What it means for you Read More »
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.
The Trusted Adviser Episode 20: Stephen Bell on Process-Driven Technology Read More »
Conflict regularly flares up in the Middle East leading to concerns of a threat to inflation and economic growth via a surge in oil prices like in the 1970s and early 1980s.
The Israel and Iran war: Threat to economies and investment markets Read More »
In this episode, Rob Pyne is joined by David Sharpe, Chair of the Financial Advice Association of Australia and Principal of Globe Financial Planning.
The Trusted Adviser Episode 19: David Sharpe of Globe Financial Planning Read More »
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.
How much do you need to retire comfortably? The latest from ASFA Read More »
The Australian Government has announced a significant change to superannuation taxation, set to commence on 1 July 2025.
Proposed new superannuation tax: What you need to know Read More »
In this episode of The Trusted Adviser, Rob Pyne sits down with Neil Kendall, Managing Director of Tupicoffs
