CPD: Practical compliance lessons from the FSCP 2025 decisions

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Giving complex advice laws practical meaning Coming in somewhere north of 800,000 words[1] (no one is really sure!), the Corporations Act – the overarching legal regime for financial advice –... Read more

CPD: Ethical financial advice for vulnerable clients – part two

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This article, proudly sponsored by GSFM, examines how advisers work with vulnerable clients, particularly those affected by ageing and cognitive decline. Part two focuses specifically on the rising incidence of... Read more

CPD: Navigating bond strategies in a bifurcated global economy

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When Charles Dickens opened A Tale of Two Cities with his now-famous line, he was describing a world defined not by a single prevailing condition, but by sharp contrasts existing... Read more

CPD: The strong case for listed private equity

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Private Equity (PE) traditionally refers to ownership interests in corporate entities that are not publicly traded on a stock exchange. PE managers raise substantial capital, typically from high-net-worth individuals and... Read more

CPD: Ethical financial advice for vulnerable clients – part one

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This article, proudly sponsored by GSFM, examines how advisers work with vulnerable clients, particularly those affected by ageing and cognitive decline. It explores the ethical tensions that may arise and... Read more

CPD: Wealth transfers in practice – managing beneficiary, timing and control risks with investment bonds

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Wealth transfer through a risk management lens The multi-trillion-dollar transfer of wealth across Australian generations, from Baby Boomers down to Generations X, Y, Z and beyond, is already well underway.... Read more

CPD: SMSF advice under the microscope – what REP 824 means for advisers

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Introduction When considering the various sector reviews conducted by ASIC during 2025, one could be forgiven for recalling Taylor Swift’s sentiment from 2017 “This is why we can’t have nice... Read more

CPD: Futureproof – what different generations really value in advice (Part 3)

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Introduction “Clients don’t all value advice the same way. Expectations differ across generations”. (Value of an Adviser, 2025, Russell Investments). Understanding and articulating the value of financial advice remains a... Read more

CPD: Lessons from ethical failures in financial advice

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Ethical standards are the foundation of financial advice, defining the trust and professional bond between advisers and their clients. While most professionals operate with integrity, a small minority within the... Read more

CPD: Compounding opportunity – cyclical outlook

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The Trump administration’s sweeping tax, trade, and immigration policy overhauls – including quadrupling the effective U.S. tariff rate – were widely expected to stifle global growth, trade and investment. In... Read more