Sofcorp Wealth Financial Advisors (Sofcorp) partners Tracey Sofra, Terry Sofra and Glenn Trickey have announced that the boutique financial planning practice headquartered in regional Victoria has transferred licensees and will operate under the AFSL of ASVW Financial... Read more continue reading
12
Oct
2021
Earn CPD Points
CPD: A review of the Code of Ethics (part two)This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streamsSince 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-GrowthFor much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfoliosFor years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]