CPD: Cyclical outlook – securing the soft landing

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The fixed income outlook remains strong across multiple economic scenarios as the U.S. Federal Reserve joins other central banks in cutting interest rates. Key takeaways In the wake of pandemic... Read more

CPD: Asset allocation – the value of advice (part one)

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While financial advice is always important, it’s especially critical during periods of market volatility in a world with a plethora of geopolitical uncertainty. This article, proudly sponsored by Russell Investments,... Read more

CPD: Deceased estates and tax

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Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death. This article, proudly sponsored by Allianz Retire+, examines... Read more

CPD: The growing trend of private companies

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Listed equities are the cornerstone of most diversified investment portfolios. Whether held directly, via an exchange traded fund or an unlisted managed investment, even those investors with a lower tolerance... Read more

CPD: Client first – ethics and best interests

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When providing financial advice, acting in a client’s best interests isn’t just a regulatory requirement, it is the cornerstone of a trusting and successful advisory relationship. This article, proudly sponsored... Read more

CPD: ASIC’s enforcement priorities – practical adviser implications

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ASIC is fundamentally a consumer protection agency. The various functions it performs, including market oversight, surveillance, enforcement and education, ultimately all roll up to one core purpose – ensuring good... Read more

CPD: A spotlight on fixed income investments

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Although we pronounced that ‘bonds are back’ six months ago the journey for fixed income in 2024 has not been a linear one. Sticky inflation and varied labour force numbers... Read more

CPD: Australian Private Credit – is history about to repeat itself?

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Allocations to Australian private credit continue to grow, driving new borrowers, asset managers and investors into the market. While there may be a place for Australian private credit in some... Read more

CPD: The retirement spending plan

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Retirement is often seen as a time of relaxation, freedom and the opportunity to enjoy the fruits of a lifetime of hard work. However, without careful planning, the financial aspects... Read more

CPD: Asian equities – from headwinds to tailwinds

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As developed markets – notably the US – achieve new highs, Asian equities have been out of favour with investors. However, headwinds that have muted growth across Asia (ex-Japan)[1] are... Read more