CPD: Why private market assets belong in client portfolios

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Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its... Read more

CPD: Diversifying portfolios with Emerging Market debt

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For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the... Read more

CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026

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Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the... Read more

CPD: Maximising super contributions before retirement

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For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise... Read more

CPD: Trust – the unseen foundation of ethical financial advice

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Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice... Read more

CPD: ASIC’s 2026 review of qualification compliance – practical implications

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Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least,... Read more

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology

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Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new... Read more

CPD: China’s next phase – what persistent supply-side growth means for global markets

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China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a... Read more

CPD: Ethics and client best interests

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In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the... Read more

CPD: Capitalising on global growth in the decarbonisation era

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Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net... Read more