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Everything from AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

CPD: Deceased estates and tax

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

Everyone knows the famous Benjamin Franklin quote about death and taxes, but not everyone is aware that tax obligations continue after death. This article, proudly sponsored by Allianz Retire+, examines

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04 Oct 2024

CPD: Estate planning and tax

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

Estate planning is a fundamentally important aspect of financial (and legal) management – and has important tax consequences. This article, proudly sponsored by Allianz Retire+, examines some of the elements

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20 Aug 2024

CPD: Philanthropy and tax

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

Philanthropy has a double benefit; it plays an important role by supporting charities, not-for-profits and community groups and comes with tax benefits for the benefactor. This article, proudly sponsored by

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03 Jun 2024

CPD: SMSFs and tax

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

With assets forming nearly one third of Australia’s extensive superannuation savings pool, SMSFs continue to proliferate. This article, proudly sponsored by Allianz Retire+, explores the tax benefits of using SMSFs

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19 Apr 2024

CPD: The most significant retirement risk of them all

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

It’s estimated that 670,000 Australians intend to retire between now and 2028[1]. As this cohort approaches retirement, they’re in the ‘retirement risk zone’ where volatile markets can make or

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05 Dec 2023

CPD: Retirement of the future

From AdviserVoice - this CPD article is proudly brought to you by Allianz Retire+

Between now and 2028, 670,000 Australians intend to retire, taking the total number to almost five million[1]. As our total population ages, what does that mean for the future of

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10 Oct 2023

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CPD: The global impact of Japanese monetary policy
Japan’s monetary policy changes are one of the key factors explaining both the country’s super-boom combined with huge asset price inflation in the 1980s, and the subsequent bust and long [...]
CPD: Absolute return fixed income, a strategy for today’s markets
Fixed income investments have long played an important role in a diversified portfolio. This article from GSFM explores the role of fixed income in the current environment and explains why [...]
CPD: 10 tips for ethical advice
As well as investigating complaints, AFCA provides tools to help financial advisers meet their legal and ethical obligations when providing advice. This article, proudly sponsored by GSFM, examines some of [...]
CPD: Pricing advice for trust, sustainability and loyalty (Part 1 – pricing framework and context)
The importance of advice pricing It sounds obvious to say that pricing can make or break a business, but in the case of financial advice it’s a particularly pertinent issue [...]
CPD: Client protection – practical ways to improve the quality of your risk profiling
Know your client, know their true risk profile Understanding the risk profile of your clients is one of the fundamental pillars to providing advice that is in their best interests. [...]