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Alternatives to Company Structures in tax effective investing?

From Centuria Capital

Introduction For Investors seeking the most tax effective investment vehicles there are a number of choices. For many, superannuation may work very well, for some high net wealth investors, they

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27 Nov 2014

Solving the investor’s dilemma – managing volatility in equities (Part 1)

From Perennial Value

Dan Bosscher, Portfolio Manager at Perennial Value Management discusses risk management in client portfolios and how embedding risk within an equity portfolio can help reduce the impact of market drawdowns.

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14 Oct 2014

SPAA urges overhaul of education and training requirements

From SMSF Association

The SMSF Professionals’ Association of Australia (SPAA) has told a parliamentary inquiry that the education and training requirements for the financial advisory industry need to be radically overhauled. In 21-page

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24 Sep 2014

Standing out from the crowd

From Raymond Griffin - AdviserVoice

Depending on your data source, there are around 15,000 financial advisers in Australia and around 3,400 holders of an Australian Financial Services Licence (AFSL) which can provide personal advice. Around

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26 Aug 2014

Video: Estate Planning

From Zurich Financial Services Australia

With an ageing population and increasing divorce rates, the demand for estate planning solutions will continue to grow rapidly in both the short and long-term. For many advisers, the term

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22 Jul 2014

A part to play – ETFs and client portfolios

From Raymond Griffin - AdviserVoice

For more than three decades the ways in which financial advisers deploy their client’s investment capital into markets has been evolving. From the introduction of retail unit trusts in the

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20 May 2014

Making the most of equity market anomalies – Part 2

From Tyndall AM

In the second of this three-part series, Tyndall Australian equity portfolio managers, Jason Kim and Tim Johnston explore why low beta portfolios outperform high beta portfolios. (Part one is available

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05 May 2014

Video: The principles of intrinsic value investing

From Bennelong Funds Management

What is the intrinsic value of a stock, and what are the advantages of an intrinsic value investment style for investors? Jeremy Bendeich, Chief Investment Officer and Portfolio Manager of

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16 Apr 2014

AFA Partners With PortfolioConstruction Forum

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) has once again demonstrated its ongoing commitment to enhancing the AFA’s continuing professional development (CPD) program with the appointment of PortfolioConstruction Forum to create

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26 Jul 2013

5 Ways to Create, Strengthen and Retain Client Relationships (Part 1)

From AdviserVoice - this article is proudly brought to you by Zurich

Welcome to this 3 part series CPD mini-series brought to by Zurich. This mini-series is centred on 5 key components to establishing, building and retaining client relationships. In part 1 we examine how you

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08 Jul 2013

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]