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Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as improving their digital offerings.
The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, according to BT.
BT has forecast that the unexpected surge in Australian property values, fuelled by population growth and a housing shortage in major cities, is set to galvanise financial advice discussions focused on superannuation and tax strategies.