CPD: Seeking stability

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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... Read more

CPD: Ethics and financial abuse

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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... Read more

CPD: A new approach to assessing risks in retirement

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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.... Read more

CPD: Consumer protection essentials – AFCA and advice complaints

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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... Read more

CPD: Risk and retirement

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Australian retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article from Allianz Retire+ explores these risks and the potential financial and emotional impacts on... Read more

CPD: Buy and hold forever

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Don’t let conviction become complacency An investment manager’s analysts should conduct deep research that includes onsite meetings with a company’s senior leadership, customers, suppliers and competitors, and should also evaluate... Read more

CPD: Super tax facts

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Superannuation is regarded as the most tax-effective way to save for retirement. However, tax effective is not tax free. This article, proudly sponsored by Allianz Retire+, explores the super tax... Read more

CPD: Free cash flow works

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The difference between earnings and free cash flow is an important investment concept, one explained here by GSFM’s investment partner TD Epoch. Earnings have long played a dominant role in... Read more

CPD: Retirement Income Strategies

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It has been almost 40 years since award superannuation was introduced in Australia, and 33 years since the introduction of mandatory occupational superannuation. This means the next decade will see... Read more

CPD: Trust and ethics in financial advice

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In 2024, trust in financial advisers reached an all-time high. This article, proudly sponsored by GSFM, explores the inseparable links between trust and ethical practice when providing financial advice. Defined... Read more