CPD: Tax and Self-Managed Super Funds

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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

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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

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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

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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

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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

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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

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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

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