Take back your time
Australian advisers still spend more time on paperwork than on advice. 101 advice professionals show us where the hours go.
What’s inside?
Nine trends shaping Australian advice practices in 2026.
From the SOA time sink to the AI policy gap: where the week goes, and what the most efficient practices do differently.
01. The time sink
Nearly half of advisers spend 3+ hours producing a single SOA.
02. The rework tax
9 in 10 practices lose time every week to data re-entry errors.
03. The digitalisation gap
How far practices are from the digital practice they want.
04. Client demand
What clients are asking for, and the one request that tops the list.
05. The human touch holds
Why face-to-face still leads, and how digital protects it.
06. AI, so far
How many practices use AI, and the one job most point it at.
07. AI confidence
Who has an AI policy, and who has left it to chance.
08. The capacity ceiling
46% say time, not clients, is what stops them growing.
09. What practices want next
The three changes advisers say would make the biggest difference.
An interactive report, built for busy advisers.
- Nine trends, each with the numbers behind it
- Charts that show where the hours really go
- Works on desktop, tablet and phone
Get the full report
See the full picture behind the numbers.
Download the complete 2026 Australian Advice Efficiency Report and discover where the week disappears, how AI is really being used, and what the most efficient practices do differently.
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