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

CPD: The critical role global dividends play in generating income

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At the end of November 2025, Australians had more than $242 billion[1] invested in cash. While it’s not uncommon for investors to seek the safe haven cash offers during periods... Read more

CPD: Managed Accounts in the ASIC spotlight – compliance essentials for advisers

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Introduction The spectacular growth of managed accounts is arguably one of the most notable trends within financial advice over the last decade. Offering efficiency, consistency, and professional investment management at... Read more

CPD: The investment case for Australian mid-caps

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When it comes to Australian equities, attention and capital tend to concentrate at the extremes. Stocks within the S&P/ASX 20 dominate portfolios, by virtue of the sheer size of their... Read more