In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O’Connor and head of sales and distribution for South-East Asia at UBS Asset Management, to discuss alternative investments and hedge funds. Listen as they discuss: UBS’ single-manager hedge fund group O’Connor. Demystifying hedge funds. The allocation shift away from 60/40 portfolios. The growing appeal of private credit. The importance of due diligence in manager selection.

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. The pair delve into the details behind the CSLR, including how the scheme works and why advisers won’t be on the hook for claims related to mortgage brokers, as well as breaking down the shadow financial services minister stepping up his criticism of the government’s handling of financial advice reforms. Listen as they discuss: Why financial advisers are considering a boycott of the CSLR – and why it is a risky prospect. The letter that advisers are sending to their local members to protest unfair treatment. Whether the opposition would actually offer a better alternative.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, to discuss the intricacies surrounding possible changes to the wholesale investor tests. Scotchbrook explains the background to the current inquiry into the wholesale thresholds, including how SMSFs find themselves in a grey area between the standard $2.5 million threshold and the $10 million professional investor level, as well as why accountant’s certificates are no longer fit for purpose. Listen as they discuss: How the stagnating levels have dramatically increased the number of Australians that meet the requirements. The complex regulatory framework surrounding financial services. Concerns around the disparity in regulatory costs between wholesale and retail advisers.

In this episode of Relative Return, host Laura Dew speaks with Mischa Bennett, managing director of Capital Executive Search, to dig into the intricacies of fund management recruitment. Capital Executive Search is a partner of the Money Management Fund Manager of the Year Awards, which took place on 13 June. Listen as they discuss: The areas of fund management actively hiring right now. Whether it is getting harder to work in the active management space. What fund managers look for in candidates. How graduates can get their first job in the sector. The effect of super fund internalising their investment management.

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers. The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience. The pair discuss: The critical role of client portals in protecting sensitive financial information from cyber attacks, reducing risks associated with email communications. How client portals improve the client experience by facilitating pre-meeting information gathering and offering an intuitive, user-friendly interface. How a detailed audit trail of interactions and document exchanges aids in compliance and provides a clear record of all activities related to client accounts, and more.

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic speaks with Mike Younger and Richard Ivers, co-portfolio managers of the Prime Value Emerging Opportunities Fund. The pair share their experiences and investment process of the Australian and New Zealand small-cap fund, with small-cap earnings growth set to be stronger in the coming years. They also discuss the balance of having two co-portfolio managers on the fund and how they share their expertise. The group discuss: What makes Australian small caps special and the standout sectors they are favouring in the fund. How the fund generates alpha with low risk relative to its peers. Their day to day as fund managers and how they work together as co-managers.

In the latest episode of Relative Return, host Laura Dew chats with Manny Damianakis, head of sales at Global X, about the popularity of thematic ETFs and the benefits they offer advisers. Listen as they discuss: How advisers are turning to thematic ETFs to access tech opportunities. The impact of artificial intelligence. Global X’s product development based on adviser feedback. Offering access to cryptocurrency. How Aussie investors compare to global peers.

Michael Pillemer, CEO of PPS Mutual, to discuss the sustainability and advantages of the mutual insurance model. Pillemer highlights that the mutual model allows for profit sharing among members, contributing to long-term sustainability and client satisfaction. Despite industry challenges like the adviser exodus and economic crises, PPS Mutual has grown steadily, now serving nearly 12,000 members with 38,000 benefits in place. Pillemer also highlights the advantages and success that the mutual model offers to advisers using PPS Mutual’s growth and unique position within Australia’s risk insurance space as proof. Listen to hear: How the mutual model creates an alignment of interests and reduces conflicts between the company’s goals and clients’ needs. How the model helps advisers manage client expectations and maintain long-term relationships, and more.

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with James Harwood, director and senior portfolio manager of the APAC region at Russell Investments, about ESG and active exchange-traded funds (ETFs) Listen as they discuss: Russell launching its first global equity ESG ETF in Australia. Why ESG vehicles are growing in popularity after a temporary lull. How an active ETF can potentially outperform passive ones. The downside of exclusionary screens in ESG. Ensuring an ESG fund doesn’t fall foul of ASIC’s greenwashing focus.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM and portfolio information. The pair discuss: How data-driven insights have revolutionised investment strategies and platform choices. The opportunities and potential pitfalls of integrating AI into financial advice. The risks and challenges of navigating a complex data landscape.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June. Miller explains the concept of a ‘contributions matrix’ and how it can help SMSF members consider the future distribution of their superannuation funds, particularly in the context of blended families and estate planning. Listen as they discuss: How to deal with benefit payments before the end of the financial year. The considerations around different fund assets from a tax perspective. What advisers need to be talking to their SMSF clients about.

In this episode of Relative Return, host Keith Ford speaks with Matt Reynolds, investment director at Capital Group, about how the firm’s history and fundamental research help it maintain a long-term investing mindset. Listen as they discuss: The companies successfully incorporating AI. The long-term potential of healthcare stocks. How investors can maintain a long-term horizon. Capital Group’s 93-year history of investing. Trends observed in computation and retail. Statements attributed to an individual represent the opinions of that individual as of the date published and may not necessarily reflect the view of Capital Group or its affiliates. This communication is intended for the internal and confidential use of the recipient and not for onward transmission to any other third party. This communication is of a general nature, and not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities. All information is as at the date indicated and attributed to Capital Group unless otherwise stated. While Capital Group uses reasonable efforts to obtain information from third-party sources that it believes to be accurate, this cannot be guaranteed. In Australia, this communication is issued by Capital Group Investment Management Limited (ACN 164 174 501 AFSL No. 443 118), a member of Capital Group, located at Suite 4201, Level 42 Gateway, 1 Macquarie Place, Sydney, NSW 2000 Australia. All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company. All other company names mentioned are the property of their respective companies. © 2024 Capital Group. All rights reserved.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth. Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger generations preferring digital interactions over face-to-face meetings – a trend that financial advisers must adapt to in order to remain relevant. The pair discuss: The changing preferences and evolving client expectations for advice across generations. The critical role of digital advice in addressing the advice gap, particularly for those with simpler needs or lower investable assets. How advice firms can increase profitability through strategic technology adoption.

In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metrics Credit Partners, about commercial property and real estate equity. Listen as they discuss: The appeal of real estate debt and equity funds. Possible returns generated by the asset class. Metrics’ upcoming real estate income fund. Which commercial building types are performing well. How Metrics works with developers to manage finance risks. The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Metrics Master Income Trust and Metrics Income Opportunities Trust (the Trusts). Equity Trustees Limited (ACN 004 031 298, AFSL 240 975) is the Responsible Entity of the Metrics Direct Income Fund (Fund). Equity Trustees is a subsidiary of EQT Holdings Limited ABN 22 607 797 615, a publicly listed company on the Australian Securities Exchange (ASX: EQT). This content has been prepared by Metrics Credit Partners Pty Ltd ABN 27 150 646 996 AFSL 416 146 (Metrics), the investment manager of the Trusts and Fund. For further information on the Trusts and Fund, please refer to the relevant PDS and Target Market Determination available at http://metrics.com.au . The information provided is issued by The Trust Company (RE Services) Limited and Equity Trustees and has been prepared to provide you with general information only. In preparing this information, The Trust Company (RE Services) Limited and Equity Trustees did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither The Trust Company, Equity Trustees, Metrics nor any of their related parties, their employees or directors, provide any warranty of currency, accuracy, completeness or reliability in relation to such information or accept any liability to any person who relies on it. Neither The Trust Company, Equity Trustees nor Metrics guarantees repayment of capital or any particular rate of return from the Fund. Always consult a licensed and trustworthy professional before making a financial, taxation or legal decision. Past performance is not indicative of future performance. Return of capital may not be achieved. Income payments depend on the success of underlying investments and are at the responsible entity’s discretion.

In this episode of Relative Return, host Laura Dew speaks with Russel Pillemer, chief executive of Pengana Capital Group, to discuss the opportunities in global private credit in this market environment. Listen as they discuss: The different segments of the global private credit market. Its new listed global private credit vehicle, launching this month. How global private credit can fit into an investment portfolio. Potential challenges in running a listed vehicle and how to navigate them. The distinct regulatory landscape for banking and lending in Australia.

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes private equity portfolio manager at MLC Asset Management, Laura Hotaling, to delve into the intricacies of private equity investing, particularly in the Australian market. Hotaling explains that private equity offers a unique value proposition to investors, providing an avenue for diversification beyond what the public markets can offer. While the private equity landscape has not been immune to the challenges posed by the recent economic environment, Hotaling explains why she remains optimistic about the opportunities that lie ahead for private equity investors. The pair discuss: The significance of diversification across geography, sector, and strategy in portfolio construction. How co-investments allow for more targeted capital allocation while benefiting from lower fees and accelerated capital deployment. The recent slowdown in capital deployment and the adjustments in valuations.

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspicuously absent. Listen as they discuss: The need for more structural change within the taxation system to provide a meaningful impact. Why the headline-grabbing inflation predictions could be little more than a mirage. The missed opportunities to make a difference for advisers and clients.

In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms. Listen as they discuss: Setting up his own firm at 30. How behavioural finance informs his investment process. Why the cryptocurrency hype isn’t a Ponzi scheme. The problem with “actively passive” funds. Opportunities in small-cap equities.

In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients. Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn’t need to come at the expense of work/life balance. Listen as they discuss: The roadblocks to implementing a more streamlined approach to advice. Why advisers should go to their licensees with a plan to simplify their SOAs. How improving the advice profession can make advice more affordable for clients.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests. McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as why the investors don’t need to be constrained by the traditional buy-and-hold model. Listen as they discuss: The importance of diversification and risk management. How SMSFs can utilise property investment funds. Navigating the complexities of the current market with an adaptable approach.

In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear subsidiary) to discuss cash as an asset class. Listen as they discuss: Demystifying cash as an asset class. Uncovering better rates on offer. The pitfalls of early “teaser rates”. Factoring in the impact of currency exchange. Alternative options to utilise cash.

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments. Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function. In the current climate of uncertainty – marked by high inflation, elevated interest rates, and the looming threat of recession – infrastructure investment has emerged as a beacon for investors seeking stability. The pair discuss: The defensive characteristics of infrastructure investments, which include consistent returns with low volatility, long-term income yields with inflation protection, and diversification benefits. How investors can approach infrastructure investment through direct investments in unlisted assets or via listed infrastructure securities, each offering unique advantages and challenges. The emerging trends in infrastructure investment, such as evolving definitions of infrastructure assets. Optimism about the resilience of infrastructure investments in the face of economic volatility.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax. Mr Negline explains CA ANZ’s range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is any chance that there will be substantial changed to the current form of the legislation. Listen as they discuss: Some of the criticisms of division 296. The likely increase of the transfer balance cap to $2 million. What CA ANZ expects to see from the upcoming federal budget.

In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Advice Review (QAR) to the challenges facing the Australian economy, including productivity, while also emphasising the principle that superannuation is Australians’ money, not the government’s. The shadow treasurer shares his belief that the answer to most problems is less government intervention and not more. “I’m a big believer in getting government out of the way as much as you can,” Taylor says. Touching on Labor’s perceived regulatory overreach, specifically in financial services, Taylor says: “The commitment on our side … is to recognise that there has been regulatory overreach, that we have got a whole group of Australians now that are under-advised, underinsured and underbanked, and that we’ve got to have more accessible financial services and advice if Australians are to have the prosperity they deserve.” Tune in to hear him speak about: The advice profession and the Coalition’s intentions Broader economic challenges The Help to Buy scheme, and more

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the broader role of the RIAA in shaping investment practices that not only promise returns but also ensure alignment with ethical standards and values. Listen as she discusses: The increasing demand among Australians for their investments to reflect their values. RIAA’s sustainable investment advice course, which will help financial advisers meet the evolving demands of the market. Why it is important for advisers to understand their clients’ attitudes towards responsible investing.

In the latest episode of InvestorDaily Uncut, we delve into the burgeoning world of private credit, a sector that has captured the attention of investors globally. Gerard Hargraves, the head of real estate lending, fixed income at Challenger Investment Management, joins us to shed light on the intricacies of private credit, its growth and challenges. Hargraves, with a rich background spanning almost three decades in engineering, project management, and finance, brings a unique perspective to the table. He talks about regulatory changes and investor appetite driving the shift towards private debt, as well as why he remains cautious about the interest rate environment but sees opportunities in private credit’s evolution.

In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves working in fund management and the lessons he’s learnt in a decade of running a firm. Listen as they discuss: His previous career at the Treasury. The challenging divide between running a business and managing portfolios. The importance of manager alignment and backing your own funds. Not “sweating the small stuff” when it comes to portfolio decisions. Opportunities in small-cap equities.

In this episode of the InvestorDaily Uncut podcast, host Maja Garaca Djurdjevic is joined by Mark Power, head of income credit at Qualitas, to delve into the rapid expansion of the real estate private credit market. Power’s extensive experience in real estate finance sheds light on the evolving landscape of private real estate credit. The pair explore the regulatory changes post-Global Financial Crisis that catalysed the emergence of private lenders, filling a crucial capital gap left by traditional financiers. Power highlights the allure of private real estate credit, citing its flexibility and vital role in project financing. The conversation also addresses Australia’s housing shortage and the evolving dynamics of the office real estate market in a post-COVID-19 world. Power highlights the benefits of investing in private real estate credit, foreseeing a promising future fuelled by market fundamentals and growing investor appreciation.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his firm ensures properties are evaluated correctly. Listen as they discuss: The ins and outs of getting a property properly evaluated. The nuance required to understand specific and unique markets. How regulatory requirements and non-arm’s length rules impact properties held in an SMSF.

In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about setting up an asset manager and what he looks for in an investment team. Listen as they discuss: The preparations and planning before the launch of Blackwattle. Why the firm wanted to launch multiple funds. What he has learnt in the firm’s first year. His transition from engineering to finance. The firm’s future plans in the asset management space. 

In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth management space. Listen as they discuss: The evolving financial services landscape since the Hayne royal commission. Strategic acquisitions and developments to help the space. Money Management’s fund performance coverage via Investment Centre. The importance of financial advice to Australians. Momentum Media’s inaugural Australian Wealth Management Summit. Momentum Media’s strategic partnership with Lonsec for the Fund Manager of the Year Awards. The strategic partnership with Super Ratings for the Super Fund of the Year Awards.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue. With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the drafting of the bill an “embarrassing blunder”. However, given the efforts of the previous government, is it a case of the right message but the wrong messenger? In this podcast, Maja and Keith discuss: Criticisms of the government’s implementation of the legislation and how it positions the advice profession politically. Whether there will be delays in its passage through Parliament and if more legislation will be tabled this year. The concerns that advice associations have raised.

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Riley James, founder and chief executive of fintech SuperAPI, about creating a superannuation ecosystem and potential changes from the Quality of Advice Review. Listen as they discuss: The gap in the market for a technology ecosystem within superannuation.     Working together with super funds and employers to create a smooth platform. How the Quality of Advice Review will change the way super funds provide advice. Successfully raising $1 million in seed funding. The need for improved member engagement by funds.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024. Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges and opportunities that lie ahead. Listen as he discusses: The resilience of advice businesses in navigating challenges like high inflation and interest rates, highlighting the importance of organic growth opportunities. The stabilising trend in profit margins for advice businesses, leading to increased reinvestment in operations. Trends shaping the advice profession, including digital service delivery, ethical investing, and advisers’ move towards self-licensing for greater control over their business models.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, client development manager at  Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of the most innovative firms in the US financial services and technology industries that advisers can easily implement in their own businesses. Listen as they discuss: Innovation opportunities such as AI that Australian firms could adopt to scale and grow. Takeaways on the opportunities of intergenerational wealth transfer. What the advice firm of the future will look like The Macquarie Virtual Adviser Network (VAN) is provided by Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 (‘Macquarie’). This podcast does not take into account your objectives, financial situation or needs. You should consider if it is appropriate for you before making a decision, and obtain financial, legal and taxation advice.

In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australian small caps and how the current market environment presents a “compelling opportunity” reminiscent of the post-Global Financial Crisis period. Listen as they discuss: How inefficiencies and information advantages present in small caps provide a fertile ground for generating alpha. The changing Australian small caps landscape, from the quality of stock composition to the emergence of a robust technology sector. The growing importance of ESG considerations in driving better risk-adjusted returns. Why 2024 marks an opportune time for investors to consider small caps.

In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and their clients in a way that is modelled on how a barrister works with solicitors. Listen as they discuss: How ‘niching’ within advice can improve outcomes. The Compensation Scheme of Last Resort levy and the need for a break from regulatory changes. Where the financial advice profession is heading.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the asset class. Listen as they discuss: Some of the reasons SMSF investors should consider investing in commercial property rather than residential property. How investing in commercial property can help SMSF investors achieve their ESG goals. The different ways to invest in commercial property.

In this episode, host Laura Dew speaks with Chris Brycki, founder and CEO of Stockspot, about the rise of fintech, robo-advice, and the importance of financial education. Listen as they discuss: Australia’s understanding and uptake of online investing. How the firm conducts its asset allocation and stock selection. Behavioural biases among consumers. The impact of rising interest rates on investing trends. Whether digital advice can close the advice gap.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Phil Anderson to discuss the industry’s concerns regarding the latest CSLR levy, emphasising the unexpected scale of the levy and its focus on covering legacy issues. Anderson, who is the general manager of policy advocacy and standards at the Financial Advice Association Australia (FAAA), highlights the unexpected scale of the levy and its focus on addressing legacy issues, expressing surprise at the burden placed on advisers. The conversation also delves into the reasons behind advisers being tasked with covering expenses they believed would be shouldered by the government, shedding light on the complexities of the situation and its potential impacts on the advice sector. Tune in to gain insights into this pressing issue and the ongoing efforts to address it.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen as they discuss: Where investors have been focusing since the inception of the NDIS. Why providing more housing for Australians with disabilities in metro areas is important. How to invest while mitigating the risks associated with investing in specialised accommodation.

In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia-Pacific at American Century Investments, about global small caps, technology stocks, and why ESG is not a political statement. Listen as they discuss: The performance of global small caps. The emergence of “exciting” valuation discount. How he approaches stock selection. The small cap tech stocks that could benefit from the AI boom. Catalysts provided by M&A and IPO activities. Chen will be one of the speakers at Momentum Media’s upcoming Australian Wealth Management Summit, which will be held in Sydney on Wednesday, 8 May. Click here to get your tickets to the event.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances of each investor. Listen as they discuss: How self-employed business owners can invest in commercial property through their SMSF. Investing without a large deposit to avoid impacting cash flow. How to utilise an offset account in tandem with an LRBA.

In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of private credit in Australia. Listen as they discuss: ·        The environment for alternative investments. ·        Demystification of private credit for investors. ·        How MA Financial grew from an investment bank into an asset manager. ·        Developments to make private credit appeal to a retail audience. ·        MA Financial’s expansion into the US. 

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with Adele Martin, the founder of My Money Buddy and the Savings Squad podcast, on the occasion of International Women’s Day. Martin and Djurdjevic discuss the latest gender pay gap data, as well as ways to attract more women into financial advice and the potential for women to make a significant impact in the sector. Listen as they discuss: The importance of fair representation. The role advice plays in helping women secure safe financial futures. How advisers celebrating achievements can help financial advice move closer to achieving gender equality.

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry.    As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space.   In this episode, partnered by Mortgage Choice (part of the REA Group), we’re picking the brain of its executive manager, corporate communications, events & franchise marketing, Sally Chadwick, to find out: How to build a brand presence.  The benefits of having a strong brand presence. Top tips to help you get started today. And much more!

In this episode, Maja Garaca Djurdjevic speaks with Sarah Shaw, chief executive and chief investment officer at 4D Infrastructure, about how she set up her own asset management business and how the sector can work to attract more women. Listen as they discuss: How to attract women to work in financial services. Shaw’s transition into infrastructure. The growing interest by super funds into infrastructure. How the sector fared during the COVID-19 lockdowns. The broader outlook for infrastructure.   

In this episode of the ifa Show, host Keith Ford is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the recent creation of a new joint association. Mr Johnston explains why the AIOFP joined forces with the Finance Brokers Association of Australasia (FBAA) to form the Independent Financial Council (IFC), as well as why now is the time for the advice profession to push its agenda in Canberra. Listen as they discuss: Why Mr Johnston thinks the IFC can be more effective than the Joint Associations Working Group (JAWG). How the Quality of Advice Review consultations are tracking and where changes might come. The recent move for 400 InterPrac advisers to join the AIOFP.