Earlier in his career, Prosperity Advisers financial adviser Ben Travers did not have the luxury of resources that are accessible today, and found becoming an adviser extremely tricky and challenging. Hence, he devoted himself to broadening that access point, but at the same time without compromising the level of standard and quality the industry has upheld over the years. Tune in to learn more about what Ben has contributed to the pathway for the future of financial advice.

Launching two years ago, Fradley Advice has quickly become the trusted practice for complex financial and life matters, such as aged care and retirement. Specialist financial adviser Nathan Fradley tells how he strives to provide empathetic and human-focused advice.

Glen Hare from Fox and Hare shares what it means to advice young Australians in a world of rising costs, technological disruptions and changing financial goals.

Michael Bova of Family Wealth Advisory discusses how he is approaching private market allocations for clients and key risks shaping adviser decisions on the asset class.

With a strong foundation from his father’s career in financial advice, EK Financial Group financial adviser Aaron Kane has tiptoed into the financial planning world from a young age. Inevitably, drawing on his experience and mentorship from his family, Aaron became one of Australia’s most influential advisers as a Power50 member for the third consecutive time. Now set to operate under a self-licensing model, Aaron is keen to unfold a new chapter for the business.

The controversial Division 296 superannuation tax passed through both houses of parliament in March and will take effect from July 1 this year. From that date a 30% tax rate will apply on earnings from superannuation balances between $3 million and $10 million. For balances over $10 million a 40% tax rate applies.

Viridian Advisory senior financial adviser Amanda Ragkousis joined the Financial Standard podcast to talk about how she is helping clients prepare ahead of July 1.

FS Power 50’s Jessica Looi, a senior private client adviser at UniSuper, explains why Australians – whether young or old, wealthy or just starting out – can turn to super funds for good-quality information not only on their super and retirement, but also for comprehensive financial advice.

After analysing over 400,000 self-managed super funds and their performance in FY24, Adelaide University and the SMSF Association found that over rolling five-year periods SMSFs tend to outperform APRA-regulated funds by about 1.1%. Why? Because the data demonstrates they’re resilient in the face of market uncertainty, owing largely to a more conservative asset allocation.

But there are other factors that contribute to an SMSF’s performance, and together they’re driving record numbers of establishments as Australians look to take more control of their super.

In this episode, Adelaide University senior lecturer George Mihaylov and SMSF Association chief executive Peter Burgess discuss the findings, the emerging trends shaping the future of the SMSF sector and the value that professional financial advice can add.