CPD Articles - AdviserVoice

CPD Articles

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

From AdviserVoice - this Regulatory Compliance and Consumer Protection CPD article is proudly brought to you by Russell Investments

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

02 Dec 2025

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

From Allianz Retire+

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

02 Dec 2025

CPD: SMSFs, ethics and financial advice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

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

01 Dec 2025

CPD: Securing generational wealth for the future

From Generation Life

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

01 Dec 2025

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

From AdviserVoice - this CPD article is proudly brought to you by Russell Investments

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

01 Dec 2025

CPD: Private credit – finding opportunity in a maturing market

From PAN-Tribal Asset Management and Nuveen

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

01 Dec 2025

CPD: Discretionary trusts, testamentary trusts and tax

From AdviserVoice - This Tax (Financial) Advice CPD article is proudly brought to you by Allianz Retire+

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

17 Nov 2025

CPD: Managing peers and referral partners in an ethical advice practice

From AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

Running an ethical and compliant financial advice practice extends far beyond an individual adviser’s desk; it requires meticulous management of the entire professional ecosystem, including colleagues, peers and third-party referral... Read more

13 Nov 2025

CPD: SMID stocks – a global growth story

From GSFM

Advisers seeking long-term growth for clients often look beyond the blue-chip large cap stocks to the more dynamic small and mid-cap (SMID) sector. While many portfolios include Australian SMIDs, you... Read more

11 Nov 2025

CPD: Estate planning – tax-smart strategies for bypass and control

From AdviserVoice - this CPD series is proudly brought to you by Generation Life

Introduction Contrary what we are regularly told, the ‘great intergenerational wealth transfer’ is not coming. It’s already well underway. The enormity of this ‘handing down of wealth’ from older to... Read more

05 Nov 2025

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CPD: Consumer protection essentials – AFCA and advice complaints
As essential component of a robust framework for protecting financial consumers is the presence of mechanisms that hold individuals and organisations to account for causing consumer harm and allow consumers [...]
CPD: A new approach to assessing risks in retirement
In our last article, we examined the common risks that can impact retirement. The financial risks we’re all acutely aware of: longevity risk, inflation risk, market risk and sequencing risk. [...]
CPD: Ethics and financial abuse
Financial abuse is becoming more prevalent in Australian society. This article, proudly sponsored by GSFM, examines financial abuse in the context of an ethical financial advice practice. A lot of [...]
CPD: Seeking stability
At a time of sweeping geopolitical change and clear challenges for riskier assets, bond markets offer a source of stability. Key takeaways The world has entered a period of geopolitical [...]
CPD: The year ahead for fixed income markets
The forces shaping fixed-income markets found themselves at a confluence of economic, fiscal, and political factors heading into 2025. Inflation dynamics remained in flux, a new Treasury Department was in [...]