Earn CPD Points
CPD: Super tax factsSuperannuation is regarded as the most tax-effective way to save for retirement. However, tax effective is not tax free. This article, proudly sponsored by Allianz Retire+, explores the super tax [...]
CPD: Free cash flow worksThe difference between earnings and free cash flow is an important investment concept, one explained here by GSFM’s investment partner TD Epoch. Earnings have long played a dominant role in [...]
CPD: Retirement Income StrategiesIt has been almost 40 years since award superannuation was introduced in Australia, and 33 years since the introduction of mandatory occupational superannuation. This means the next decade will see [...]
Ethics CPD
CPD: Trust and ethics in financial adviceIn 2024, trust in financial advisers reached an all-time high. This article, proudly sponsored by GSFM, explores the inseparable links between trust and ethical practice when providing financial advice. Defined [...]
CPD: The adviser’s fiduciary duty in an ethical practiceIt is both a legal and ethical requirement for financial advisers to fulfil their fiduciary duty to their clients. This article, proudly sponsored by GSFM, explores the importance of the [...]
Regulatory Compliance CPD
CPD: Record-keeping in financial advice – the key to compliance and consumer protectionIntroduction The financial services regulatory framework is a key pillar of financial consumer protection. Regulatory compliance is therefore not merely about avoiding penalties, but is a critical step in building [...]
CPD: Private markets and alternatives – consumer protection challengesIntroduction Interest in alternative assets – including private markets and infrastructure – has surged in recent years, a strong growth trajectory that is expected to continue well into the future. [...]
