CPD: The Australian Dividend Landscape versus Global Dividends

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This paper will discuss the outlook for the Australian equity market with regards to dividends and the subsequent impact this will have on total returns. Despite having a history of consistent dividends and high payout ratios, and the added benefit of the imputation tax system, the outlook for Australian companies looks susceptible to the market... Read more

CPD: A deep dive into FASEA’s Code of Ethics – Part two

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FASEAS’s Code of Ethics with its twelve standards, became law on 1 January 2020. Its aim, to ensure best practice and positive client outcomes from Australia’s financial advice providers. In this article, proudly sponsored by GSFM Pty Ltd, we take a close look at standards seven to twelve. (Part one examined standards one to six.)... Read more

CPD: Environment, social and governance risks are financial risks – when looking at ETFs

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Over the past 12 months many clients have been looking for funds where the role of environment, social and governance (ESG) factors in adding value to an investment practice have been highlighted.[1]  In addition to this, there has been a number of new Exchange Traded Funds (ETFs) in the market with a focus on ESG... Read more

CPD: Global small caps – now is the time

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Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. This allows investors to capture the “small-cap premium” which has shown persistence over medium and long-term investment horizons. In this article GSFM explains why it’s the right time to include global small caps in a... Read more

CPD: MMT – Free lunch or road to perdition?

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The following article is authored by two investment luminaries from Epoch Investment Partners: William W. Priest, CFA — Executive Chairman, Co-CIO and Portfolio Manager Kevin Hebner, PhD — Managing Director, Global Investment Strategist. The article explores modern monetary theory and whether it’s the saviour of the economy or a pathway to economic damnation. Proponents of... Read more

CPD: Togetherness drives us apart – rethinking estate planning in a COVID 19 world

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COVID 19 has certainly brought families together. Massive job losses, mandatory working from home, and ongoing lockdowns and border closures mean Australians are spending more time together – and at home – than ever before. The composition of those households is also being reshaped across the country, as an estimated 300,000 adult children move back... Read more

CPD: The $71,000 email and the art and science of client retention

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When 5 becomes 95 Client retention is regarded by many as the cornerstone of a successful, sustainable advice practice. And with good reason(s). The Harvard Business Review[1] tells us the cost of acquiring new customers is at least 5 times more expensive than keep existing ones. Furthermore, research by Bain and Company[2] (founders of the... Read more