CPD: Free cash flow works

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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

CPD: Retirement Income Strategies

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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

CPD: Trust and ethics in financial advice

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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

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

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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

CPD: The spectrum of growth

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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

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

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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

CPD: Private markets and alternatives – consumer protection challenges

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Introduction Interest in alternative assets – including private markets and infrastructure – has surged in recent years, a strong growth trajectory that is expected to continue well into the future.... Read more

CPD: Private credit – a key sub-sector in private market investing

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Private markets offer the potential to outperform public markets over the mid to long-term with the potential for lower volatility. Within this, private credit offers investors an attractive opportunity to... Read more

CPD: Artificial intelligence and ethics in the advice practice

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The integration of tools driven by artificial intelligence (AI) into financial advice practices will transform the industry. This article, proudly sponsored by GSFM, explores the ethical implications of using AI... Read more

CPD: 2025 Regulation and compliance schedule – what advisers must know

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The evolution of the regulatory framework for financial advice will continue at pace in 2025, giving advisers and licensees little respite from changes which can impact them, their businesses, and... Read more