CPD: The investment case for private credit remains strong

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Private credit offers investors an attractive opportunity to benefit from regular income, strong investor protections and low volatility, irrespective of the economic conditions that prevail during 2024. This article from... Read more

CPD: Super and tax – just the facts

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While superannuation is arguably the most tax-effective way to save for retirement, it’s not tax free. This article, proudly sponsored by Allianz Retire+, explores tax as it applies to your... Read more

CPD: Ethics and recommending listed investments

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Despite volatile markets, Australian investors continued their love of ETFs. In fact, the Australian ETF industry recorded its highest annual increase in funds under management over 2023[1]. This article, proudly... Read more

CPD: Alternative assets – de-banking and the evolution of private credit

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Debt is a vital source of capital for all participants in the economy. The ability to access credit, thereby going into debt, allows actors to bring forward consumption and make... Read more

CPD: Complexity in advice – how it undermines financial consumer protection

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Adviser’s don’t need to be reminded how complex the world they operate in is. Financial products, regulations, advice processes and documents are all inherently complex. The deep irony is that... Read more

CPD: Financial advice – 2024 regulation and compliance look ahead

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Introduction For financial advisers, 2024 promises to be another busy year from a regulation and compliance perspective. But with the government response to the Quality of Advice Review grabbing most... Read more

CPD: Investing globally in uncertain times

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There are many good reasons to invest in global markets…however, with increasing geopolitical risk and volatile markets, what investment approaches are better positioned to prosper? This article from GSFM examines... Read more

CPD: Navigating the descent

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The steepest interest-rate-hiking cycle in decades has set global economic activity on a course that remains difficult to map, making it especially important to respect risks and to look to... Read more

CPD: Ethical practice in the face of financial elder abuse

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As Australia’s population ages, it is anticipated that the incidence of elder abuse will increase. This includes financial abuse, which needs to be identified and appropriately managed by financial advisers.... Read more

CPD: The most significant retirement risk of them all

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  It’s estimated that 670,000 Australians intend to retire between now and 2028[1]. As this cohort approaches retirement, they’re in the ‘retirement risk zone’ where volatile markets can make or... Read more