CPD Articles - AdviserVoice

CPD Articles

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CPD: Consumer protection essentials – AFCA and advice complaints

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Russell Investments

As essential component of a robust framework for protecting financial consumers is the presence of mechanisms that hold individuals and organisations to account for causing consumer harm and allow consumers... Read more

01 Apr 2025

CPD: Risk and retirement

From Allianz Retire+

Australian retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article from Allianz Retire+ explores these risks and the potential financial and emotional impacts on... Read more

18 Mar 2025

CPD: Buy and hold forever

From PAN-Tribal and Jennison Associates

Don’t let conviction become complacency An investment manager’s analysts should conduct deep research that includes onsite meetings with a company’s senior leadership, customers, suppliers and competitors, and should also evaluate... Read more

17 Mar 2025

CPD: Super tax facts

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

Superannuation 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... Read more

11 Mar 2025

CPD: Free cash flow works

From GSFM

The 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... Read more

10 Mar 2025

CPD: Retirement Income Strategies

It 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... Read more

05 Mar 2025

CPD: Trust and ethics in financial advice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

In 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... Read more

04 Mar 2025

CPD: Record-keeping in financial advice – the key to compliance and consumer protection

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Russell Investments

Introduction 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... Read more

03 Mar 2025

CPD: The spectrum of growth

From PAN-Tribal Asset Management and Jennison Associates

Companies that generate strong, sustainable growth are valuable sources of long term capital appreciation in a portfolio, but these businesses are rare, difficult to identify and exist on a broad... Read more

14 Feb 2025

CPD: The adviser’s fiduciary duty in an ethical practice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

It 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... Read more

11 Feb 2025

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CPD: Diverging markets, diversified portfolios
The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably. Central banks, which tightened policy in unison to [...]
CPD: Scam alert – the role for advisers in our biggest consumer protection challenge
Introduction Financial scams are arguably the biggest consumer protection challenge facing the financial sector in 2024. With data suggesting scams are costing Australian consumers more than $3 billion each year[1] [...]
CPD: Bonds are back!
Fixed income investments have returned to favour and once again are playing an important role in client portfolios. This article from GSFM explains why bonds are back and that the [...]
CPD: SMSFs and tax
With assets forming nearly one third of Australia’s extensive superannuation savings pool, SMSFs continue to proliferate. This article, proudly sponsored by Allianz Retire+, explores the tax benefits of using SMSFs [...]
CPD: The stages of retirement- the adviser’s role
Retirement marks a significant transition in one’s life, representing the culmination of years of hard work and financial planning. In this article from Allianz Retire+, the important role advisers play [...]