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Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management.
Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry.
Investor Daily Uncut is your essential guide to the biggest news and headlines in financial services this week. Join the Investor Daily team for a wrap of the top stories and what they mean for the industry, markets and the economy.
The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector.
The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
IFA: From QAR to ASIC, what’s making news this week
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the latest on the QAR and other regulatory changes affecting the profession. A year has passed since Minister for Financial Services Stephen Jones released the final report on the Quality of Advice Review, a move that was eagerly awaited by the financial advice community. Despite the release, the journey towards implementing the recommendations has been slow, marked by a series of roundtables and consultations. In this podcast, Maja and Keith discuss: The likelihood that QAR commitments will be legislated this year. Treasury’s Senate estimates appearance and the “qualified adviser” conundrum. The implications of the ASIC levy increase for advisers, and more.
21:2226/02/2024
Relative Return: Lessons from growing an asset manager
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Fraser, principal and portfolio manager at Merlon Capital Partners, about growing an asset manager and exploiting behavioural biases. Listen as they discuss: Setting up Merlon in the wake of the GFC. The challenges of running a fund manager. The current state of Australian equities. Exploiting behavioural biases for investment gains. ASIC’s focus on ESG and greenwashing.
26:5722/02/2024
IFA: FIFO to finance: A unique journey to advice
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Angus Taylor, a financial adviser at Sheffield Financial, to discuss his unconventional path from working in a mine in central Queensland to financial advice. Mr Taylor explains why he made the move to financial services and breaks down the difficulty he had breaking into the sector before being able to start his own financial advice practice. Listen as they discuss: The ongoing impact of the royal commission five years on and the importance of adapting to changing regulations. The confusion that has been created with the proposed addition of “qualified advisers”. How advisers can deal with the growing demand for financial advice.
21:5919/02/2024
SMSF: Why trusts are not just for the wealthy
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset protection, and succession planning benefits that outweigh tax considerations. Listen as they discuss: The government’s stance on trusts and concerns that changes are on the way. How the $3 million super tax changes will impact the attractiveness of these structures. The importance of compliance when dealing with trusts.
37:5916/02/2024
Relative Return: Gauging the economic influence of Swift's Aussie tour
Swiftonomics are occupying the minds of Australian economists as the artist begins the Australian leg of her tour. AMP’s chief economist, Shane Oliver, a self-proclaimed Swiftie, predicts that Taylor Swift’s tour will inject $400 million into the economy. In this podcast, he discusses the economic impact that Swift’s tour may have on Australia, including: Possible effects on inflation. Whether or not the tour could influence the RBA’s next rate decision. The idea of Swiftonomics and how Taylor Swift has moved from music charts to the financial sphere. And more.
20:5015/02/2024
IFA: Tax cuts, advice reforms, and ASIC oversight
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Blake Briggs, the chief executive officer of the Financial Services Council (FSC), to discuss the issues impacting the financial advice profession and Australians at large. Mr Briggs examines the government’s bold approach to tax reform – both in relation to the stage three tax cuts and within the superannuation system – and highlights the importance of certainty and stability in tax settings to maintain consumer confidence. Listen as they discuss: Why he is optimistic about the outcomes of the Quality of Advice Review. The importance of advisers registering with ASIC and the need for transparency in the ASIC levy. The busy year ahead with retirement income reforms, changes to the managed investment scheme review, and the implementation of the CSLR.
27:0112/02/2024
Relative Return: Flying the flag for small caps
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the “perfect time” to go into small caps. Listen as they discuss: Why small caps are due for a comeback. Learnings from a volatile two years. Dialling up high-conviction positions in the portfolio. Having a bias to founder-led companies. His transition to funds management from accountancy.
19:5608/02/2024
SMSF: The challenges for auditors in 2024
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector, as well as what auditors should be doing to ensure they don’t find themselves in a similar situation. Listen as they discuss: Challenges ahead for SMSF auditors. Why the $3 million super tax changes will put greater emphasis on market valuations. The ongoing importance of documentation for auditors.
37:3602/02/2024
Relative Return: Will it be a boom year for Aussie equities?
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Matthew Haupt, lead portfolio manager of WAM Leaders, to discuss the stage three tax cuts and their impact on Australian equities. Listen as they discuss: The recent stage three tax cuts announcement. What a move to monetary easing will mean for equities and bonds. The collapse of Evergrande property developer in China and the country’s relations with Australia. Whether Trump could be re-elected in the US presidential election. How he is positioning the WAM Leaders portfolio.
28:0401/02/2024
IFA: Navigating financial goals and myths of younger Aussies
In this episode of the ifa Show, host Keith Ford is joined by Glen Hare, co-founder and financial adviser at Fox & Hare, to discuss young Australians seeking financial empowerment amid changing markets. Focused on a younger demographic, Mr Hare emphasises a holistic approach to address diverse financial goals, from property ownership to stock market investments, and highlights the importance of education and goal flexibility. Listen as they discuss: The best way to address the concerns of younger clients. The varied reasons young Australians seek financial advice and the importance of dispelling misconceptions about age and wealth. The significance of educating clients, breaking down misconceptions, and supporting young Australians in cultivating financial empowerment for a secure and prosperous future.
30:0929/01/2024
Relative Return: Why advisers are ‘kingmakers’ in the ETF space
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with David Tuckwell, investment strategist at Global X ETFs Australia, about the future trajectory of the exchange-traded fund (ETF) market and flows into bitcoin ETFs. Listen as they discuss: How financial advisers are helping to boost ETF growth. The popularity of fixed income ETFs during 2023. Allaying advisers’ concerns about bitcoin ETFs. Competition and future launches in the cryptocurrency space. ETFs positioned to benefit from a monetary easing environment.
23:0825/01/2024
IFA: ‘The most important thing we do’: embracing the client experience
In this episode of the ifa Show, host Keith Ford is joined by the CEO of Verse Wealth, Corey Wastle, to discuss the important role that client experience plays in an advice business. Mr Wastle explains what exactly falls within the realm of the client experience and why it is so important, as well as how Verse frames everything around values, intentions, and financial wellbeing. Listen as they discuss: The best ways to approach the client experience and how digitising the process helps. How Verse has implemented video SOAs and why it is better for clients. The importance of culture within an advice firm.
35:4722/01/2024
SMSF: ‘We deserve clarity’: navigating NALE purgatory
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Daniel Butler, director of DBA Lawyers, to discuss the state of play regarding non-arm’s length expenses and income (NALE/I) as we move into 2024. Mr Butler explains why the legislation continues to be a contentious issue, including where the problems lie, what to expect once it’s finalised, and how it will impact the SMSF sector. Listen as they discuss: The state of limbo the SMSF sector has been stuck in for five years. How the proposed changes fall short of expectations and do not fully address the complexities and potential unfairness of the current system. The way that innocent and inadvertent oversights can result in major penalties for trustees.
47:0019/01/2024
Relative Return: Investing in a secure retirement
In this episode of Relative Return, host Phil Tarrant is joined by Amanda Gardner, National Strategy Manager at Challenger, to examine the latest retirement income innovations. Listen as they discuss: The drivers of growing demand for retirement income products. Key concerns of future retirees. Balancing income generation and capital preservation requirements. Misconceptions about retirement income. The future of retirement income and the latest innovations.
29:1918/01/2024
SMSF: What to expect from the year ahead
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn get out their crystal balls and take a look at what 2024 has in store for the SMSF sector. On the back of a busy year for SMSF professionals that included a host of changes across a wide range of areas, the expectation is for more of the same as consultations and proposed government changes start being solidified. Listen as they discuss: How the Retirement Income Covenant will impact the SMSF sector. The stage three tax cuts and upcoming federal budget. What to expect in the wake of the government’s final Quality of Advice Review announcement.
28:4512/01/2024
IFA: The AIOFP’s new partnerships and programs
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss a range of new programs for its members. Mr Johnston details the referral relationship between the AIOFP and UK-based private bank and wealth manager Coutts, as well as a joint venture with Next Rural, an Australian-based group part-owned by accounting firm PKF. Listen as they discuss: The AIOFP’s focus on elevating its Certified Financial Strategist (CFS) designation. Its continuing education program, Aspire, which offers discounts to members Why it is important to take a bipartisan approach to political lobbying.
18:0825/12/2023
Relative Return: 2023 – A year of volatility and reform
In this episode of Relative Return, hosts Charbel Kadib and Laura Dew reflect on the year that was, unpacking major developments across financial markets and the financial services industry over the course of 2023. Listen as they discuss: The Quality of Advice Review and its implications on the provision of financial advice. Legislative developments and proposed reforms to the superannuation industry. The impact of macroeconomic volatility on financial markets. The performance of key investment asset classes.
10:4120/12/2023
IFA: ‘Qualified advisers’ and the fallout of the QAR reforms
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the government’s newly announced policy stance on the second and third tranches of the QAR. The pair discuss everything that has come out of Financial Services Minister Stephen Jones’ Canberra announcement, which was met with disbelief from the advice community. Listen as they discuss: The new class of “qualified advisers” that institutions will be able to employ – and why that term should change. How the profession has reacted to the announcement. Whether the negative attention on the controversial elements overshadowed the positive.
28:3518/12/2023
SMSF: The top news and events of 2023
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn reflect on the major issues and changes in the SMSF sector throughout 2023, including regulatory measures that have been finalised and more that were announced. This year was a big year for SMSF professionals as the government announced shake-ups in a number of areas, with the major talking points including the $3 million super tax, the objective of super, resolution of the NALE/I measures, and much more. Listen as they discuss: How the SMSF sector was impacted by the biggest events of 2023. The key areas covered on the SMSF Adviser Show over the last 30 episodes. The top stories, strategy, and podcasts throughout the year.
38:3015/12/2023
Relative Return: ‘Qualified advisers’ and the fallout of the QAR reforms
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the government’s newly announced policy stance on the second and third tranches of the QAR. The pair discuss everything that has come out of Financial Services Minister Stephen Jones’ Canberra announcement, which was met with disbelief from the advice community. Listen as they discuss: The new class of “qualified advisers” that institutions will be able to employ – and why that term should change. How the profession has reacted to the announcement. Whether the negative attention on the controversial elements overshadowed the positive.
29:1714/12/2023
Relative Return: Navigating the ETF space
In this episode of Relative Return, James Harwood, senior portfolio manager at Russell Investments, joins host Phil Tarrant to discuss the burgeoning ETF space and how the asset class can form part of an investment portfolio. Listen as they discuss: The core features and benefits of ETFs. The role of ETFs in a portfolio diversification strategy. The rise of active ETF strategies. The outlook for the ETF market and potential growth areas. The benefits of exposure to multiple ETF providers.
22:2307/12/2023
Responding to challenges in advice
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kerry Ong, the general manager of customer wealth at Iress, to discuss improving the efficiency and accessibility of financial advice in Australia. Mr Ong touches on the significant challenges facing the industry, including regulatory changes and cost pressures, which have necessitated doing more with less, as well as how Iress is responding by enhancing its software and services to better align with evolving business models. Listen as they discuss: How the quality of advice review and subsequent legislative changes have underscored the need for more accessible advice. The findings of the Iress 2023 Financial Advice Efficiency Report. Iress’ new community platform, Advisely, which aims to foster peer-to-peer discussion and connect advisers with industry experts.
19:0004/12/2023
SMSF: The pathway to increasing adviser numbers
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the possible pathway for advisers to enter the industry through super funds and progressing from limited advice to fully licensed advisers. On the back of Financial Services Minister Stephen Jones floating the idea that non-relevant providers working in super funds could help increase adviser numbers, the pair look at the possible impacts for SMSFs and whether it could lay a foundation for future SMSF advisers. Listen as they discuss: The ATO’s recently announced illegal early access estimate. The September quarter SMSF establishment and wind-up stats from the ATO. How the delay in finalising the NALI/E legislation will impact super and the possibility of changes.
35:1601/12/2023
Relative Return: Reaping the benefits of private markets exposure
In this episode of Relative Return, host Keith Ford speaks to the managing partner of Metrics Credit Partners, Andrew Lockhart, about the benefits of private markets exposure in a diversified investment portfolio. Listen as they discuss: Why private markets investing is so attractive in the current environment. How Metrics Credit Partners identifies lucrative investment opportunities in private debt and private equity. The strategies leveraged to mitigate market risks. How to best position private debt in an investment portfolio.
35:5430/11/2023
IFA: Scale and service: What’s behind a merger?
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the general manager of consulting at Elixir, Sue Viskovic, to discuss her recent business merger, the evolving landscape of financial advice, and the role of technology in shaping the industry’s future. Ms Viskovic explains the strategic decision to merge with Vital Business Partners (VBP), which brings greater access to capital, the ability to scale more rapidly, and ultimately, provide better and more efficient services to advice firms. Listen as they discuss: What changes with a move into a new role, and what doesn’t. The potential of AI in the financial advice sector, particularly around automating business processes and improving efficiency. The government’s first Quality of Advice Review draft legislation.
29:0827/11/2023
Women in Finance: How diversity provides a competitive advantage
Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she believes inclusion and diversity are not just morally imperative, but key to achieving superior business results. Tune in to find out: Why she loves commercial finance. The secret power of ‘quiet achievers’. How CommBank is creating a more inclusive and supportive work culture. And much more!
20:1524/11/2023
Relative Return: Optimising portfolio construction decisions
In this episode of Relative Return, host Charbel Kadib speaks to Steven Tang and Damien Hennessy of Zenith Investment Partners about portfolio construction and asset allocation. Listen as they discuss: Is portfolio construction an art or science? The importance of selecting the right blend of products for different portfolios. Rebalancing portfolios to perform in different market environments. Being “cycle aware” with asset allocation and watching the signals. The role of strategic versus dynamic asset allocation.
19:4623/11/2023
IFA: Breaking down the first QAR draft legislation
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the first tranche of legislation for the government’s Delivering Better Financial Outcomes package of reforms. The pair discuss what is included in the draft legislation announced by Financial Services Minister Stephen Jones – and what isn’t. They also break down the minister’s comments and how advisers have reacted to the news. Listen as they discuss: The notable omission of measures relating to statements of advice and the removal of safe harbour provisions. The response from industry bodies and advice associations. What’s next for the Quality of Advice Review reforms.
23:4620/11/2023
Women in Finance: The power of having strong female role models
Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee advocacy group), about how she climbed the career ladder in banking and the power of having strong female role models. Tune in to find out: How she learnt the art of having difficult conversations. The perils of unconscious bias and how to tackle them. How Westpac is supporting women through the Women of Westpac employee advocacy group. And much more!
28:1217/11/2023
SMSF: Alternatives to the $3m super tax
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Burgess, chief executive officer at the SMSF Association, to break down the regulatory landscape for SMSFs. Mr Burgess explains the SMSF Association’s position on division 296 – the government’s proposed $3 million super tax – including where the major issues lie as well as alternative methods if the government moves ahead with the reforms. Listen as they discuss: Suggestions to avoid taxation of unrealised gains. Lobbying efforts from the SMSF Association to attempt to change or block parts of the legislation. The government’s first draft legislation from the Quality of Advice Review.
35:4517/11/2023
Relative Return: Flying high with infrastructure investment
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to John Julian, fund manager of the Dexus Core Infrastructure Fund, to discuss infrastructure opportunities and the outlook for real assets. Listen as they discuss: The risk and return drivers of infrastructure. Why Melbourne Airport has been a strong performer despite lockdowns. How infrastructure can provide a hedge against eroding revenues. Understanding the needs and concerns of advisers around investing in an illiquid asset class. Positioning for a rising rate environment.
19:1816/11/2023
IFA: Super boutiques and the golden age of advice
In this episode of the ifa Show, host Keith Ford is joined by Steve Prendeville, founder and director of Forte Asset Solutions, to examine what the future landscape of the advice profession will look like. Mr Prendeville explains why we are on the verge of a golden age of advice, spurred on by what he sees as an imminent period of legislative stability when the Quality of Advice Review changes are eventually implemented. Listen as they discuss: How mergers and acquisitions within the advice space will lead to “super boutiques”. The rise of multidisciplinary firms working under a single umbrella. What the financial advice environment will look like over the next decade.
31:0213/11/2023
Relative Return: A transparent look at Australian equities
In this episode of Relative Return, hosts Charbel Kadib and Laura Dew chat to Adam Alexander, portfolio manager at Schroders, about Australian equities and why separately managed accounts are ideal for financial advisers. Listen as they discuss: The benefits of a separately managed account (SMA) structure. Sectors he favours within Australian equities. Why a highly concentrated portfolio of 20–25 equities is ideal for SMAs. Positioning the portfolio for the current market environment with rising interest rates. His future outlook on the asset class going into 2024.
25:5009/11/2023
IFA: Why advice is a people profession
In this episode of the ifa Show, host Keith Ford is joined by Adam Holster, professional services banking executive at NAB, to discuss the optimistic outlook for growth among advice practices. Mr Holster explains the findings of recent NAB research that the majority of advice firms expect strong growth over the next 12 months, how this is enabling them to attract their ideal clients, and why advice is all about people. Listen as they discuss: The impact of regulation on advisers and how the Quality of Advice Review will play out. How younger advisers can enter the industry with banks no longer a pipeline. How an increase in mergers and acquisitions will impact the industry.
23:3506/11/2023
SMSF: Why private credit should form part of your SMSF portfolio
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss private credit. Mr McVeigh explains the ins and outs of private credit, including what SMSF members need to know and how the asset class can bring value to a member’s portfolio. Listen as they discuss: • The different types of private debt that are available. • How SMSF members can access the alternative asset class.• Major considerations for advisers and members when assessing asset quality.
43:1503/11/2023
Women in Finance: The importance of showcasing diversity at all levels
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase gender diversity across every rung of the career ladder. Tune in to find out: Why the finance industry is an attractive industry to work in for women. The progress being made in gender diversity in car finance. How Liberty is leading the way by example. And much more!
33:3603/11/2023
Relative Return: Differentiating a small cap fund
In this episode of Relative Return, hosts Charbel Kadib and Laura Dew speak to Simon Brown, co-portfolio manager at Tribeca, about small cap performance and how he differentiates his fund. Listen as they discuss: How the fund has achieved outperformance in an underperforming asset class. The “survivorship bias” in the fund’s 22-year tenure. The Tribeca Australian Smaller Companies Fund’s allocations. What he enjoys about working as a fund manager. Opportunities the fund is seeing in the energy transition.
27:2502/11/2023
IFA: The Adviser Games – A unique take on PD days
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Conaill Keniry, the founder of The Adviser Games, to discuss what exactly the games entail. Mr Keniry explains what prompted the idea to reshape and energise the professional development day format into a series of games that are more fun and interesting than the standard fair advisers are used to. Listen as they discuss: • How the first Amazing Race-style event was received by attendees and partners. • The plans for future The Adviser Games events in different cities. • A sense of optimism around the profession heading into 2024 as legislative changes begin to clear up.
15:0430/10/2023
Women in Finance: The Olympian financial planner balancing passion and profession
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 2020, reveals the valuable skills she has learned as an adviser that have positively impacted her athletic career, as well as how she balances being a professional athlete with working full time. Tune in to find out: The importance of a supportive work environment. How she balances her professional and athletic commitments. How there are more transferable skills between athletics and advice than many might expect. And much more!
18:2627/10/2023
SMSF: Why cash flow is the lifeblood of your SMSF
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Olivia McArdle, head of payments and deposits, and Duncan Booth, strategic account manager at Macquarie, to discuss the importance of cash flow. Olivia and Duncan explain why cash is key to effectively managing your SMSF and achieving your investment objectives, as well as the importance of choosing the right tools to manage your SMSF cash flow. Listen as they discuss: Why is the bank account you choose for your SMSF important? What an SMSF trustee should be looking for in their SMSF bank account. Why cash flow management is the lifeblood of an SMSF. The Macquarie Cash Management Account and Macquarie Cash Management Accelerator Account are deposit products issued by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502. 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.
44:4327/10/2023
Relative Return: How this UHNW family office expanded into funds management
In this episode of Relative Return, host Phillip Tarrant speaks with Joseph Sitch, co-CIO of Victor Smorgon Group, about the family office’s venture into the fund management space. Listen as they discuss: The origins of Victor Smorgon Group. The strategies underpinning the group’s success in building and sustaining intergenerational wealth. Why the family office decided to enter the fund management space. How Victor Smorgon Group is identifying opportunities in a challenging environment. The group’s engagement with financial advisers. Victor Smorgon Group www.victorsmorgongroup.com.au/invest-with-us
34:2726/10/2023
IFA: The Olympian financial planner – Balancing passion and profession
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 2020, explains how she found her way to financial advice and the valuable skills she has learnt as an adviser that have positively impacted her athletic career, as well as how she balances being a professional athlete with working full time. Listen as they discuss: The importance of a supportive work environment. How she balances her professional and athletic commitments. How there are more transferable skills between athletics and advice than many might expect. Her goals beyond the Paris Olympics for both her career as an athlete and an adviser.
18:1623/10/2023
Women in Finance: How Mortgage Choice is working to create inclusive workplaces
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mortgage Broker of the Year at the Women in Finance Awards multiple years in a row. In this episode, we chat to Ms Taylor about how she runs her award-winning brokerage and find out from Aaron Slater, general manager of distribution at Mortgage Choice (principal partner of the Women in Finance Summit and Awards 2023), how we can help support and create more inclusive workplaces. Tune in to find out: The power of being an empathetic leader. The art of practising continuous improvement. How Mortgage Choice’s Aspire program is supporting women in finance. And much more!
26:5920/10/2023
SMSF: SMSF lending and economic conditions
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tanya Hoshek, Executive General Manager – National Distribution at La Trobe Financial, to discuss SMSF lending. Ms Hoshek gives a breakdown of the current environment for SMSF investors and the impact of these conditions on the broader economy, including the property market. Listen as they discuss: • How SMSFs are investing and the lending market for these investors. • The residential property market and how Australians are dealing with the fixed-rate cliff. • Navigating the narrow path and avoiding a recession.
34:5920/10/2023
Relative Return: Building climate transition indices
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to the head of sustainable investment at FTSE Russell, Tony Campos, about the transition to low-carbon economy and how that is being reflected in equity indices. Listen as they discuss: The challenges presented by the lack of global sustainable definitions. FTSE Russell’s partnership with the Transition Pathway Initiative to provide a clear picture of company alignment with the climate transition. How index providers build climate transition indices. Changes to sustainable investing over his two decades in the industry. Why improved disclosure by companies is key to success.
18:0119/10/2023
InvestorDaily Uncut: Navigating financial services compliance: Insights from FSC and Objective
In a recent episode of the InvestorDaily Uncut podcast, the CEO of the Financial Services Council (FSC), Blake Briggs, and Natasha Gray, senior business solutions consultant at Objective, joined forces to explore the evolving landscape of financial services compliance in Australia. Joining editor Maja Garaca Djurdjevic, their conversation centred on the recent enhancements to the target market determination (TMD) template and the fruitful partnership between FSC and Objective. They discussed: Why Objective Keystone is a vital tool for efficiently managing financial institutions’ product and investment disclosure documents. The importance of adapting to the evolving TMD template and the industry’s commitment to regulatory compliance. Changes in the TMD template and what the industry needs to be aware of. Objective Keystone’s features, including content reusability and streamlined processes. Why the FSC has optimism for financial advice deregulation in 2024. The FSC’s collaboration with the New Zealand Financial Services Council and its aim to facilitate knowledge exchange, align regulatory practices, and address shared challenges in the financial services sector.
26:0216/10/2023
Women in Finance: Why Joanna James believes in visualising and emotionalising success
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Joanna James is an advocate for constant reinvention and resilience, having adapted to change over her career in the finance space herself. Having worked in the lending space for more than 20 years – including as the general manager of non-bank lender Mortgage Ezy – she now helps support women in building successful businesses through Artemis Space, a women’s community group delivered by the Finance Brokers Association of Australia. In this episode, Annie Kane sits down with Ms James to find out: Why success is subjective. The power of visualisation, emotionalisation and manifestation. Why she believes the finance industry is a great industry for women. And much more!
41:2913/10/2023
SMSF: The property possibilities for SMSFs
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Raymond Hempstead, founder and managing director at Supavest, to discuss how SMSF members can invest in property. Mr Hempstead explains the taxation strategies and incentives to invest in house and land builds through an SMSF, and the different options available to members that they may not be aware of. Listen as they discuss: • Why holding property within an SMSF is not just for high income earners and the possibilities for even first-time investors. • The importance of understanding superannuation is a long-term investment. • Why finding the right adviser is crucial for SMSFs and members.
39:4313/10/2023
Relative Return: Dive deep into the future of financial advice with Minister Stephen Jones
Momentum Media Editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses criticism surrounding his approach to the Quality of Advice Review, and delves into the role of superannuation funds, banks, and insurers in shaping the future of advice. Discover the minister’s vision for the advice industry and his plans to inspire young Australians to pursue careers in this field. You’ll hear: Minister Jones’ reflections on his commitment to addressing industry issues and the progress made during his first year and a half in government. Insights into the legislative timeline for streams one and two of the Quality of Advice Review response. The minister’s views on consumer protection, Michelle Levy’s good advice model, and strategies to encourage funds to offer advice. The enactment of the experience pathway, its reception, and Minister Jones’ message to those who find it contentious.
27:4612/10/2023
IFA: The barriers to young Australians seeking advice
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kelly Power, chief executive officer of superannuation at Colonial First State, to discuss the recent CFS research on the value of financial advice. The research, conducted by CFS, shows that 53 per cent of Australians aged 16 to 39 are open to financial advice. Ms Power examines what this means for the way we understand young people’s relationship with advice, and covers a range of related topics. Listen as they discuss: • The role of super funds and banks in advice following the Quality of Advice Review. • How digital solutions can aid advisers and the necessity of human interaction. • The challenges faced by retirees in managing their finances.
21:1609/10/2023