CPD: Balancing legacy and liability – tax in estate planning

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More than a legal formality or a financial checklist, or deciding who inherits what assets, estate planning exists to protect a lifetime of achievements and ensure each client’s legacy is... Read more

CPD: Artificial Intelligence – five themes for 2025/26

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Commentary about artificial intelligence (AI) has been overtaken by headlines dominated by Trump, tariffs and trade. However, this does not reflect a slowing in the pace of AI; to the... Read more

CPD: How to keep ASIC happy – FY 2025/26 edition

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Introduction For financial advisers in Australia, maintaining ongoing compliance is not only about avoiding penalties—it’s fundamental to preserving client trust, practice continuity, and professional standing. FY 2025/26 is shaping up as... Read more

CPD: A star is (re)born – Investment Bonds are the new headline act of tax-smart investing

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Introduction Tax-smart investing is one of the central pillars of quality, effective, financial advice. The capacity for tax to drag on investment returns, stifle compounding, and eat away at gains... Read more

CPD: Investor Behaviour – Retirement

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To best understand how and why clients make financial decisions – particularly during retirement – advisers must look beyond technical strategies and consider investor behaviour. Before addressing product selection or... Read more

CPD: Jump in my CAR. Client Advice Records – why, what, how

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Introduction The forthcoming replacement of Statements of Advice (SOAs) with Client Advice Records (CARs) has once again shone a spotlight on the vexed issue of client communication within financial advice.... Read more

CPD: Ethics and moral dilemmas

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When it comes to financial advice, the numbers may be black and white, but the ethical decisions often aren’t. This article, proudly sponsored by GSFM, examines moral dilemmas and the... Read more

CPD: Currency risk – friend or foe?

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In today’s interconnected world, global companies play a significant role in our daily lives. However, when Australian investors allocate their capital to global markets, they are exposed not only to... Read more

CPD: A multi-year tailwind for EM assets

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A seismic shift is underway in global capital markets. The extreme concentration in US assets, a phenomenon driven by fiscal policies that ballooned the $US international debt to over 26... Read more

CPD: Australian bank hybrids – navigating the transition to alternative income sources

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Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of... Read more