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

CPD: Private credit advice in 2026 – compliance and consumer protection essentials

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Private credit is booming, and advisers are playing a big part in its growth. A sector that was valued at around $133 billion[1] in size in 2021 had grown to... Read more

CPD: The retirement roadmap – helping clients navigate the stages of retirement

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Retirement marks a truly significant transition in one’s life, representing the culmination of years of hard work, diligent saving, and careful financial planning. This period is far more than just... Read more

CPD: SMSFs, ethics and financial advice

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The appropriate establishment of SMSFs has recently come under increased scrutiny by ASIC and, at around the same time, AFCA’s Annual Review noted SMSFs elicited the highest number of investor... Read more

CPD: Securing generational wealth for the future

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Australia’s great wealth transfer Australia’s largest intergenerational wealth transfer in history is underway, with an estimated $5.4 trillion expected to be passed on in inheritances over about the next 20... Read more

CPD: Transparency and communication – making the value of advice visible (Part 2)

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A perennial challenge for advisers, and indeed the advice profession overall, is to articulate the value of financial advice. From a client’s perspective, advice can seem like a complex, jargon... Read more

CPD: Private credit – finding opportunity in a maturing market

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The private credit market has experienced remarkable growth in recent years, with significant increases in capital inflows from both institutional and retail channels. Its success and expansion have naturally attracted... Read more

CPD: Discretionary trusts, testamentary trusts and tax

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Trusts are often perceived as tools exclusively for the extremely wealthy. However, they are accessible to a broad spectrum of clients and serve numerous purposes, most notably effective tax management.... Read more