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CPD: Why tailored retirement income strategies matter for advisers

More than one hundred thousand Australians retire each year[1], creating an array of scenarios to which financial advisers must match retirement income strategies (RIS). Effectively catering to each of these

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11 Apr 2025

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

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05 Mar 2025

CPD: Open Banking – increase client personalisation and your profitability

The rise of Open Banking in the financial services industry The global rise of open banking has been driven by technological advancements and changing consumer expectations. Innovations in artificial intelligence

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18 Nov 2024

Research shows that budgeting and cashflow management the top advice priority for younger Australians

Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of financial advice they can receive, according to a recent ING and Rice Warner survey of more

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16 Jan 2019

How one financial planner’s cultural change is helping tackle Australia’s debt problem

How one financial planner’s cultural change is helping tackle Australia’s debt problem Financial planners are helping to tackle Australia’s escalating debt problem as the industry shifts from selling products to

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30 Oct 2018

With trust levels plummeting, it’s time to get personal

Tackling the trust issue is one of the greatest challenges currently facing our industry. Peter Malekas explores practical ways for advisers to turn the tide. We are experiencing a national

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17 Jul 2018

Moneysoft calls on financial planners to help clients understand their expenditure

Financial planners need to broaden their role and help clients understand their household expenses in the wake of the Royal Commission’s damning revelations. Australian households have racked up record levels

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31 May 2018

Ease of use powers Moneysoft Lite cash flow management tool to one in five Moneysoft subscriptions

Time poor advisers and their clients have embraced the streamlined version of Moneysoft’s personal financial management tool, with Moneysoft Lite growing to 20% of active users in less than two

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21 May 2018

Moneysoft makes client engagement more compelling with its new user interface

Moneysoft has re-launched its client engagement and financial wellbeing platform with a more intuitive and streamlined user interface that cuts the time it takes professionals to analyse their clients’ key

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08 Mar 2018

Moneysoft and managedaccounts.com.au join forces to help advisers drive efficiency and client engagement

Moneysoft has partnered with managedaccounts.com.au to offer its personal money management solutions to all financial planning practices using the ASX-listed online platform provider. Under the agreement, advisers receive preferential pricing

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14 Feb 2018

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
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 [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]