Best Practice

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Exit ahead – Increasing succession value through a more client-centred approach

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

“Demography is destiny.” This expression, frequently attributed to French philosopher Auguste Comte, succinctly summarises the inevitability of ageing and all that it brings. In a financial advice context, where the... Read more continue reading

05 Dec 2022

The value of a Financial Adviser – Part 2

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

The value of financial advisers – and the advice they dispense – can be challenging to quantify but for the majority of clients, is highly valued. This is particularly so... Read more continue reading

02 Dec 2022

Focus on what matters most to succeed

From Tony Vidler - Adviser to the Advisers

Focus. It is one of the most noticeable differences between those who are successful, and those who are frustrated. The ability to focus on what matters most is often what... Read more continue reading

23 Nov 2022

Ready or not: How to prepare your organisation for a data breach

From Hamilton Locke

Cyber-attacks and other data breaches are, unfortunately, inevitable. But there are key steps every organisation should take to prepare for when the inevitable happens. Responding to a significant cyber incident... Read more continue reading

22 Nov 2022

The Value of a Financial Adviser – Part 1

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

Advisers are never more important than during periods of significant change. As the market transitioned from growth to value, change was everywhere, making the need for advice and reassurance with... Read more continue reading

21 Nov 2022

Ethics and elder financial abuse

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

As Australia’s population ages, the incidence of elder abuse is expected to increase. This includes financial elder abuse, something financial advisers need to be able to identify and deal with... Read more continue reading

18 Nov 2022

Tax concessions go begging for small business

From HLB Mann Judd Sydney

Many business owners are potentially missing out on valuable tax concessions by failing to review their existing business structure, according to HLB Mann Judd Sydney tax partner, Peter Bembrick. Mr... Read more continue reading

17 Nov 2022

As the ASX goes down, the CX must rise – rethinking the concept of value in advice

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

Is the single biggest challenge faced by the financial advice profession really the price of advice? A glimpse at the financial media in recent times certainly reinforces that impression with... Read more continue reading

14 Nov 2022

DNR Capital wins 2022 Lonsec Australian Active Equity Fund of the Year

From DNR Capital

The DNR Capital Australian Equities High Conviction Fund[1] is this year’s Lonsec Australian Active Equity Fund of the Year. The Fund was recognised by Lonsec for the seasoned portfolio management... Read more continue reading

03 Nov 2022

Perpetual Asset Management and Hostplus named major award winners

Lonsec and SuperRatings announced the winners of this year’s Fund of the Year Awards at an awards ceremony in Melbourne on Wednesday night. The Lonsec Manager of the Year was... Read more continue reading

01 Nov 2022

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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 [...]