The 2025 Vanguard/Investment Trends Self Managed Super Fund (SMSF) Report has found that trustees of newly established SMSFs have been behind a surge in the uptake of financial advice across the... Read more continue reading
29
May
2025
Zenith Investment Partners has reaffirmed its confidence in ClearBridge’s infrastructure strategies, maintaining its ‘Highly Recommended’ rating across all four global infrastructure funds: ClearBridge Global Infrastructure Value Fund (Hedged) ClearBridge Global... Read more continue reading
01
May
2025
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CPD: A TTR strategy for modern retirementWe are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain timesTrend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethicsData from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisersRegulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for lifeAustralia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]