Earn CPD Points
CPD: Currency risk – friend or foe?In today’s interconnected world, global companies play a significant role in our daily lives. However, when Australian investors allocate their capital to global markets, they are exposed not only to [...]
CPD: Ethics and moral dilemmasWhen 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 [...]
CPD: Jump in my CAR. Client Advice Records – why, what, howIntroduction The forthcoming replacement of Statements of Advice (SOAs) with Client Advice Records (CARs) has once again shone a spotlight on the vexed issue of client communication within financial advice. [...]
CPD: Investor Behaviour – RetirementTo best understand how and why clients make financial decisions – particularly during retirement – advisers must look beyond technical strategies and consider investor behaviour. Before addressing product selection or [...]
CPD: A star is (re)born – Investment Bonds are the new headline act of tax-smart investingIntroduction Tax-smart investing is one of the central pillars of quality, effective, financial advice. The capacity for tax to drag on investment returns, stifle compounding, and eat away at gains [...]