Best Practice

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Australian women top APAC region for financial confidence – but significant gender gap remains

From Fidelity International

Australian women are, on average, more confident than their Asia Pacific counterparts in their ability to manage their own money, at 60 per cent versus 49 per cent, according to... Read more continue reading

08 Mar 2023

Developing a post-QAR Advice Value Proposition

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Defining the value of advice has never been more important The term ‘value proposition’ is one financial advisers hear and read about frequently, and for many years now, the profession... Read more continue reading

07 Mar 2023

TAL recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency for ninth year

From TAL

Leading Australian life insurer, TAL, has been recognised for its ongoing commitment to workplace equality for the ninth consecutive year, named as an Employer of Choice for Gender Equality. The... Read more continue reading

03 Mar 2023

Household Capital named state finalist in Telstra Best of Business Awards

From Household Capital

Household Capital, a leading Australian provider of home equity retirement funding, has been announced as a state finalist in the Telstra Best of Business Awards 2023. The awards recognise outstanding... Read more continue reading

28 Feb 2023

The 6 P’s of sustained peak performance

From Tony Vidler - Adviser to the Advisers

How to stay on top of your game, get the results that you want in business, and maintain peak performance… it all comes down to having a system, or a... Read more continue reading

27 Feb 2023

If it’s not simple, you are not working hard enough

From Tony Vidler - Adviser to the Advisers

It takes a lot of work to make complex advice simple and succinct, and nowhere is this more apparent than in the creation of a financial plan or Statements of... Read more continue reading

24 Feb 2023

Asendium collaborates with UTS Master of Financial Planning Course

Asendium, a tech-disruptor of the Financial Planning industry, is pleased to announce its collaboration with the University of Technology Sydney (UTS) to provide UTS’ Master of Financial Planning students with... Read more continue reading

21 Feb 2023

Client conversations – talking about bear markets

From AdviserVoice - this article is proudly brought to you by Russell Investments

When navigating uncertain environments, many clients simply want to have human, calming, effective conversations with their financial adviser. This article, proudly sponsored by Russell Investments, provides advisers with strategies to... Read more continue reading

16 Feb 2023

New breach reporting obligations – a practical guide to understanding and complying

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Perpetual Investments

In October 2022, ASIC released a report examining the first 9 months of the Reportable Situations (more commonly referred to as Breach Reporting) regime[1]. The main outtake from this report... Read more continue reading

08 Feb 2023

Ethical standards – a review (Part two)

From AdviserVoice - This Ethics article is proudly brought to you by GSFM

The Code of Ethics became law on 1 January 2020 to ensure best practice across Australia’s financial advice providers. In this article, proudly sponsored by GSFM, standards seven to twelve... Read more continue reading

08 Feb 2023

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Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]