Wealth Management Podcast Network

In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to leveraging digital platforms for business growth and client engagement while dealing with the compliance challenges that come with professionals communicating in the digital realm. Nash highlights that his journey into content marketing began as a deliberate strategy to generate...

In this episode of Relative Return Insider, host Keith Ford is joined by Accountants Daily journalist Imogen Wilson to take a look at why there has been such broad support for a more comprehensive tax reform discussion at the Treasurer's economic roundtable. While a desire for holistic tax reform has been a consistent feature of submissions to the roundtable, Wilson explains that views start to di...

In the latest episode of The ifa Show, Financial Advice Association Australia general manager of policy, advocacy and standards Phil Anderson joins host Keith Ford to take a deep dive into the latest Compensation Scheme of Last Resort consultation, this time focusing on how the special levy should be decided. With $47.3 million left to be covered for FY2025–26, Minister for Financial Services Dani...

In this week's episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to discuss Australia's stagnating productivity ahead of the government's economic reform roundtable, and how picking all the "low-hanging fruit" for reform in the '90s helped kick off a surge that has since stalled out. Oliver outlines several key areas to boost productivity, advocating for tax refor...

In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn break down some of the alternative methods to remove concessions for large super balances without resorting to taxing unrealised gains, with a range of options being delivered in recent weeks. The IFPA put forward compulsory cashing, while Geoff Wilson and Wilson Asset Management offered up a progressive super surcharg...

In this episode of The ifa Show, host Keith Ford is joined by Charlie Viola, the executive chairman of Viola Private Wealth, to discuss how private markets allow his firm to better deliver on the increasingly complex needs of its ultra-high-net-worth client base. As private markets continue to emerge as a key tool for diversification, Viola suggests that investment vehicles, such as managed accoun...

In this episode of Relative Return Insider, host Keith Ford is joined by Cyber Daily deputy editor David Hollingworth to take you inside the evolving landscape of cyber crime, how even huge companies can be at risk of breaches, and what that means for anyone trying to understand the risks. Hollingworth helps break down the way hacker collectives create believable personas to trick employees into g...

In this episode of The ifa Show, host Keith Ford is joined by Andrew Saikal-Skea, founder of Saikal-Skea Independent Financial Advice, to discuss the value of providing completely independent advice and how it can help remove the invisible barrier that even the perception of third-party influence can create. Saikal-Skea also breaks down how this focus on independence and being self-licensed, along...

The latest episode of Relative Return sees host Laura Dew chat with Richard Ivers and Mike Younger, co-portfolio managers at Prime Value Asset Management, on their newly launched Microcap Fund and opportunities in small and mid-cap shares. Listen as they discuss: Small-cap opportunities presented by the macroeconomic environment. How Prime Value mitigates the risk of early-stage investment. Its ne...

In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the week's top news, from investors remaining blasé about tariff announcements to bitcoin surging and unemployment numbers. Markets appear to have stopped reacting to US President Donald Trump's tariff updates as the steady stream of changes, deferrals, and new sectors being hit have dulled the...

The increase of the transfer balance cap from $1.9 million to $2 million is not as simple to understand as it seems. In this SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the implications of the TBC rise implemented at the start of the new financial year with industry stalwart David Busoli. While this shift appears straightforward, it brings complexities, particularly for existing...

In this episode of The ifa Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the growing private credit and real estate investment sectors, as well as the implications of the proposed $3 million super tax on holdings within self-managed super funds. McVeigh highlights that with private credit experiencing substantial growth as an asset class in Australia and...

In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank's expectation-defying interest rate hold and whether the move is the start of a fundamental change in the central bank's approach. The surprising move left many economists and home owners, as well as Treasurer Jim Chalmers, disappointed and has been described as a signific...

In this episode of The ifa Show, host Keith Ford is joined by Corey Wastle, CEO of Verse Wealth, to take a deep dive into strategies for attracting and retaining top talent in financial advice, particularly given the shrinking talent pool. Wastle emphasises the importance of becoming a "destination workplace" where the best people want to work – which requires cultivating a strong culture, focusin...

It's the start of a new financial year, but there are still many uncertainties in the SMSF world. In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the implications of the upcoming Division 296 legislation, which is set to impact individuals with superannuation balances over $3 million. As the new financial year kicks off, there is a raft of other topics that...

In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford break down the flurry of activity and announcements since the calendar ticked over to FY2025–26, from ASIC action to super fund results. Tariff mayhem and swirling volatility in global markets had the prospect of strong super fund returns in doubt just a few months ago, but surging equity markets, high-p...

In this episode of The ifa Show, host Keith Ford is joined by James O'Reilly, financial planner and director of Northeast Wealth, to delve into why advice practices should be conducting an internal review at the end of the financial year, arguing that this is a great time to look at what can be done better. Efficiency has been a particularly hot topic over the last 12 months and with this in mind,...

In this week's episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to explore the major global and domestic forces shaping investment markets in 2025, from ongoing geopolitical tensions and the NATO summit to US President Donald Trump's trade policy and the One Big Beautiful Bill. Conflict in the Middle East has had little impact on markets, with much of the focus s...

In this episode of The ifa Show, host Keith Ford is joined by Nicole Gardner, founder and financial adviser at Stellar Wealth, to explore how clients react to times of turmoil and whether global events should change investment plans or even their ethical considerations. As tensions in the Middle East continue to simmer in a very public manner, Gardner explains that clients are now left considering...

With just two weeks remaining until the financial year wraps up, getting an SMSF ready for tax time involves ensuring there is a smooth audit process. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by well-known industry auditor Deanne Firth, director of Tactical Super. Firth offers some valuable insights and timely reminders for SMSF trustees and auditors...

In this week's episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of rising tensions between Israel and Iran. Against a backdrop of military strikes and disrupted supply chains, Professor Brooks explains how the oil and gas markets have responded, why prices have surged, and the role the Strait of Horm...

In this episode of The ifa Show, host Keith Ford is joined by Natallia Smith, the director and principal financial adviser of TruWealth Advice, to explore how ethics have shaped her firm at a foundational level and the benefits of self-licensing in giving her control to make business decisions grounded in ethical practices. Touching on a hot topic for the profession, Smith shares her views on advi...

In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy week of announcements from ASIC, with submissions to its public and private markets paper made (mostly) public. The corporate regulator also held an event to break down its takeaways from the consultation, highlighting the need for greater transparency from market participants, while using...

In this episode of The ifa Show, host Keith Ford is joined by ifa journalist Shy-ann Arkinstall to discuss new Financial Services Minister Daniel Mulino's initial meetings with industry associations, including the Financial Advice Association Australia, the Association of Independently Owned Financial Professionals and the SMSF Association, and what the outcomes of these say about the future of th...

As the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three weeks to optimise super strategies for their client...