The interview explores ASIC’s growing scrutiny of Australia’s $200B private credit market, highlighting concerns around transparency, valuations, and fee structures. It explains why this sector—heavily concentrated in property—carries unique risks compared to the more diversified U.S. market. It also examines the sharp difference in private credit penetration between Australia and the U.S., and why systemic… [Read More]
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Tokenised Markets Set to Reshape the Financial System – The Advisory on Ausbiz
The interview explores the sweeping changes in global payments driven by stablecoins and tokenised assets, following the recent Genius Act in the U.S. This legislation effectively digitises the U.S. dollar, paving the way for asset-backed cryptocurrencies that use blockchain technology and are supported by cash or U.S. Treasuries. The discussion highlights how this shift is… [Read More]
Maintaining the Balance
It’s been a while since I last recorded a video update—back then, we were in the thick of the Trump tariff tantrum and market volatility. Fast forward to now, and equity markets have surged to new highs despite ongoing concerns around inflation, tariffs, and global conflict. In this update, I share my thoughts on what’s… [Read More]
Gift now, Save later – The Advisory on Ausbiz
There is an increasing focus among Australians on gifting wealth to the next generation, particularly as getting on the housing ladder becomes ever more challenging for the younger generation and as changes such as the Division 296 tax impact superannuation balances over $3 million. Clients whose own retirements are secure are initiating earlier conversations about… [Read More]
The evolving role of family trusts – The Advisory on Ausbiz
Providing an outline of the current landscape for family discretionary trusts in Australia, highlighting their enduring popularity as a tool for wealth management. Clients are initially attracted to family trusts for tax minimisation purposes, often based on what they have read or observed among peers. While distributing income or capital gains to beneficiaries on lower… [Read More]
Planning for $3m Super Tax (Div 296)- The Advisory on Ausbiz
Sharing views on the controversial Division 296 tax, which targets unrealised gains and is set to be implemented in its current form due to minimal Senate opposition and the government’s determination to push it through. While it is a hideous tax on unearned income, there are misconceptions about the impact, as only the proportional increases… [Read More]