CPD: Is your approach to client risk profiling putting you at risk?

From

Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by... Read more

CPD: A new global order and implications for investors

From

The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled... Read more

CPD: US middle market private credit – the investment case

From

In today’s rapidly shifting investment landscape, traditional sources of fixed income are struggling to meet the yield and diversification needs of investors. They are also becoming more closely correlated with... Read more

CPD: Tax and Self-Managed Super Funds

From

Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year... Read more

CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181

From

Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing:... Read more

CPD: Listed investments and the ethical practice

From

The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice... Read more

CPD: Trend following investments – patience is a virtue

From

Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue... Read more

CPD: The private credit zeitgeist

From

Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of... Read more

CPD: Why tailored retirement income strategies matter for advisers

From

More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these... Read more

CPD: The year ahead for fixed income markets

From

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... Read more