Earn CPD Points
CPD: Consumer protection brief – advisers at the frontline of preventing financial abuseIntroduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity InvestmentsPrivate equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio incomeWith the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
Ethics CPD
CPD: Top 10 tips for providing ethical adviceThe Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Ethics and Self-Managed Super FundsAt $3.9 trillion[1], Australia’s superannuation sector is one of the world’s largest. Representing approximately 25 percent of this are SMSFs, which are subject to many rules and regulations. This article, [...]
Regulatory Compliance CPD
CPD: Consumer protection brief – advisers at the frontline of preventing financial abuseIntroduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
- CPD: Ethics and Self-Managed Super Funds
At $3.9 trillion[1], Australia’s superannuation sector is one of the world’s largest. Representing approximately 25 percent of this are SMSFs, which are subject to many rules and regulations. This article, [...]
