HeirWealth’s CEO Ray Tubman said the firm retains full control over access, and no client data will be used to train third-party AI models.
Focus Partners Australia has responded to rising demand for more integrated wealth/advice services by appointing a new Head of Wealth Advisory.
JBWere’s Glen Bertram said investors are shifting away from high-growth stocks because the tax burden on their sale would be high.
The Government has confirmed expanded rollover relief from discretionary trusts as it seeks feedback on the minimum tax for the measure.



