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Everything from AdviserVoice - this Ethics CPD article is proudly brought to you by GSFM

CPD: Ethics and estate planning

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

Estate planning sits at the intersection of finance, law and family. For advisers, it brings unique ethical challenges: how to respect the wishes of a client while also acknowledging the

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11 Sep 2025

CPD: Ethics and moral dilemmas

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

When it comes to financial advice, the numbers may be black and white, but the ethical decisions often aren’t. This article, proudly sponsored by GSFM, examines moral dilemmas and the

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05 Aug 2025

CPD: Ethics and inappropriate advice

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

Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk

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08 Jul 2025

CPD: Ethics and the advice practice

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

When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by

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12 Jun 2025

CPD: Listed investments and the ethical practice

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

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

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02 May 2025

CPD: Ethics and financial abuse

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

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

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09 Apr 2025

CPD: Trust and ethics in financial advice

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

In 2024, trust in financial advisers reached an all-time high. This article, proudly sponsored by GSFM, explores the inseparable links between trust and ethical practice when providing financial advice. Defined

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04 Mar 2025

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CPD: The spectrum of growth
Companies that generate strong, sustainable growth are valuable sources of long term capital appreciation in a portfolio, but these businesses are rare, difficult to identify and exist on a broad [...]
CPD: Record-keeping in financial advice – the key to compliance and consumer protection
Introduction The financial services regulatory framework is a key pillar of financial consumer protection. Regulatory compliance is therefore not merely about avoiding penalties, but is a critical step in building [...]
CPD: Retirement Income Strategies
It has been almost 40 years since award superannuation was introduced in Australia, and 33 years since the introduction of mandatory occupational superannuation. This means the next decade will see [...]
CPD: Free cash flow works
The difference between earnings and free cash flow is an important investment concept, one explained here by GSFM’s investment partner TD Epoch. Earnings have long played a dominant role in [...]
CPD: Super tax facts
Superannuation is regarded as the most tax-effective way to save for retirement. However, tax effective is not tax free. This article, proudly sponsored by Allianz Retire+, explores the super tax [...]