Wealth Management Podcast Network

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 infrast...

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 w...

In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMSF community. Katie Timms, director, SMSF services...

In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office's illegal early access estimates that were announced at the conferenc...

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 rel...

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 inve...

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 financi...

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 outwe...

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...

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...

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 compan...

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 ens...

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...

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 ed...

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 bi...

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 dis...

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 imp...

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...

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...

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...

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 ind...

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:...

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 su...

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:...

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 t...