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How the $3 Million Super Tax Could Rewrite the SMSF Rulebook
Article
Blog
Australia’s proposed $3M super tax adds 15% on unrealised gains, forcing SMSF trustees to revisit strategies as $1T in assets—and the retirement system—face major change.
HNW clients want private market investments – how can advisers deliver?
Article
Blog
An investment executive dubs the retail private credit boom a “gold rush,” noting high-net-worth client demand will keep these strategies central to advice for years.
Advisers inactive over SMSF revenue
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Blog
Investment Trends research shows adviser revenue from SMSF clients reached record highs in 2025, but many firms haven’t adjusted operations to service them effectively.
HUB24 surges past A$100 after posting record full-year inflows
Article
Blog
HUB24 hit record highs with FY25 inflows up 25% to A$19.8B and FUA up 30% to A$136.4B. Adviser numbers, market share, and its new HNW offering cemented its lead in platform innovation.
Future Focus: Advisers are investing in droves in this product
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Blog
Separately Managed Accounts are booming with advisers—3 in 5 now use them, allocating 71% of client assets—yet the self-directed market remains in its early stages.
Capacity limited but revenue climbs
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Blog
Investment Trends research shows SMSF advisers’ ability to take on new clients has dropped to a three-year low, yet SMSFs remain a major revenue stream for general and specialist practices alike.
Weekly Snapshot: Prop Firm Funded Unicorn’s A-Book Bet Ends in Failure, Is FxPro Entering Crypto Next?
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‘Local fundamentals’ see uplift as investors shed US exposure
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Blog
The latest edition of Investment Trends’ online investing report has found a “marked” shift in investor sentiment as ongoing geopolitical tensions and trade uncertainty continues to impact markets.
Returning investors drive market growth as caution replaces confidence
Blog
Media Release
Investment Trends has released the 2025 First Half Australia Online Investing Report, the industry’s most comprehensive benchmark of online investor attitudes, behaviours, and platform performance.
UK online investing hits new record as platforms adapt to shifting expectations and rising competition
Media Release
investment Trends has released its 2025 UK Online Investing Report, the industry’s definitive benchmark of investor behaviours, platform preferences, and product usage across shares, ETFs and funds
UK online investing hits new record as platforms adapt to shifting expectations and rising competition
Media Release
Investment Trends 2025 UK online investing report
Article
Blog
Investment Trends’ 2025 UK Online Investing Report shows 2.75M investors active, dormancy at 9%, rising platform switching, and AI tools reshaping investor confidence.
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