DU12082026-MoneyGPS

SERIES LAUNCH · AUGUST TO DECEMBER 2026 Five Months, Ten Insights From August to December, moneyGPS is publishing a monthly think piece examining the forces reshaping the accounting profession and the growing opportunity for firms to move beyond compliance. Compliance workloads…

SERIES LAUNCH · AUGUST TO DECEMBER 2026

Five Months, Ten Insights

From August to December, moneyGPS is publishing a monthly think piece examining the forces reshaping the accounting profession and the growing opportunity for firms to move beyond compliance. Compliance workloads keep growing. Staffing is harder to find. Margins on traditional tax and reporting work continue to tighten, while rising regulatory costs are pushing many financial advisers to lift fees. At the same time, low-cost self-lodgement services are steadily commoditising the annual tax return, and the $1.06 trillion SMSF sector keeps expanding, with many newly established funds still operating without formal financial advice due to the rising cost of advice. Each think piece draws on original research, including the Class Annual Benchmark Report, ATO statistics and recent ASIC findings, to make the case that accountants sit at the centre of a substantial, largely untapped advice and SMSF opportunity, and that moneyGPS's technology gives them a practical, licence-free way to capture it.

$1.06tn

SMSF sector, still expanding

673,000

SMSFs operating across Australia

11,029

net new SMSFs added in March 2026 quarter

Source: ATO SMSF Quarterly Statistical Report, March 2026.

MONEYGPS ADVICE A complete, white-labelled advice and wellbeing ecosystem, delivered under moneyGPS's own AFSL, so firms never need to hold a licence of their own. Financial health checks, digital Statements of Advice from under $300, budgeting tools, and a rewards program that saves households real money. MONEYGPS SMSF One connected ecosystem for compliant guidance and financial advice across every SMSF on the books: a 35-point Fund Check-Up, digital Statements of Advice from under $500, and Olivia, our AI SMSF Coach, launching soon.

The first instalment lands mid-August

Interested in seeing how moneyGPS Advice or moneyGPS SMSF could work within your practice? Get in touch ahead of the first instalment.

Get in Touch