Wealth Management Podcast Network

In this episode of the ifa show, stand-in host Keith Ford chats to Nigel Baker, CEO and founder of Scientiam, a pioneering company in the financial advice industry. Mr Baker shares his journey, from working in renowned accounting firms to establishing his own independent practice, Arch Capital. The pair delve into the challenges and opportunities faced by the advice industry, particularly in provi...

CEO at CryptoTaxCalculator, Shane Brunette, and tax counsel for CryptoTaxCalculator and director of Cadena Legal, Harrison Dell, join the SMSF Adviser Show to talk about taxation and compliance considerations when investing in crypto through an SMSF. Mr Brunette and Mr Dell explain the key strategies and considerations essential for individuals and entities to master the complexities of capital ga...

In this episode of Relative Return, host Phil Tarrant chats to Simon Madder, Managing Director and CEO of Prime Financial Group, on the firm's ambitious growth plans and how it balances working in multiple parts of the financial services landscape. Listen as they discuss: Where it is finding acquisition opportunities Prime's equity ownership model for employees Why the business grew its fastest du...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the chief executive of Lifespan Financial Planning, Eugene Ardino, to delve into the latest developments in the financial advice industry. Mr Ardino discusses the government's response to the Quality of Advice Review (QAR), the experience pathway, and the increasing ASIC levy. He shares why, despite the disappointment wit...

Head of Education and Content at Heffron, Lyn Formica, joins the SMSF Adviser Show to discuss how to keep up to date with regulatory changes in the SMSF space. Ms Formica explains how recent market developments impact the relevance of SMSFs in the current landscape, as well as the latest regulatory updates that industry professionals need to understand. She also covers the methods that accountants...

In this episode of Relative Return, host Phil Tarrant chats to Andrew Lockhart, managing partner at Metrics Credit Partners, to share his insights on the current state of the lending market and what he learnt from his banking past. Listen as they discuss: Standing out in a bank-dominated market Developing a broad fund range to meet investor needs The future of Metrics Credit Partners over the next...

     In this episode of the ifa show, host Maja Garaca Djurdjevic sits down with Marc Hraiki, the executive director of sales and services at Lonsec. Together, they delve into the ever-changing landscape of financial advice and discuss why Mr Hraiki believes there has never been a better time to be an adviser. Amid market volatility, decreasing adviser numbers, and growing complexity in Australian...

Director at businessDEPOT and head of accounting at Ignition Rebecca Mihalic joins the SMSF Adviser Show to discuss what the evolving technology landscape means for SMSF professionals. Ms Mihalic explains how AI and automation are changing the way SMSF professionals work, from streamlining processes to making it easier to complete actions, and looks at whether this is a positive development. She a...

In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is favouring and his dislike of REITs. Listen as they examine: His strategy running the $537 million Australian equity fund Why its defensiveness is appealing for retirees The Aussie equity sectors that have performed well in FY2022...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the head of policy at the Financial Advice Association Australia, Phil Anderson, to discuss the official end of the AFA and the broader advice landscape. With the Association of Financial Advisers officially winding up, Phil Anderson reflects on the importance of professional associations and shares why he is more optimis...

Digital Surge co-founders Josh Lehman and Dan Rutter join the SMSF Adviser Show to discuss why SMSF trustees should consider cryptocurrencies. Mr Lehman and Mr Rutter explain how the unique asset class can help diversify a portfolio, as well as the factors SMSF trustees need to consider when selecting a crypto exchange, such as fees, available coins, and minimum trade requirements. The pair also c...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Blair Hannon, head of investment strategy at Global X, to discuss the rise of thematic ETFs as the world makes advancements in climate and technology. Listen as they discuss: The types of thematics popular with Australian investors Global X's range of thematic ETFs Distinguishing between a 'fad' and a long-term theme How advi...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by AstuteWheel's managing director, Hans Egger, to discuss the most compelling reasons for advisers to consider client portals. With over 25 years of experience in the financial planning industry, Mr Egger shares his journey of developing tools and modelling calculators to enhance client advice and comprehension of complex s...

AccSource founder and managing director Boobalan Madhavan joins the SMSF Adviser Show to discuss how advice and accounting firms can benefit from outsourcing. Mr Madhavan explains the problems that outsourcing can help solve, as well as how to integrate it into your business while retaining buy-in from your current employees.   He also covers how to find an effective outsourcing solution and how t...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Russel Pillemer, co-founder and chief executive at Pengana Capital Group, to discuss how the firm is solving accessibility to global private markets for both wholesale and retail investors. Listen as they discuss: The role of private markets in a portfolio Pengana's unique global private equity vehicle Pengana's latest joint...

In this episode, Aaron Dunn and co-host Keith Ford discuss the ASIC adviser levy increase, the ATO's draft ruling on the interaction on non-arm's length income and capital gains tax, court rulings on lost trust deeds, and the increase in ATO penalty fees. Following the discussion, we share an episode of the ifa podcast, the sister brand of SMSF Adviser, in which host Maja Garaca Djurdjevic is join...

In this episode of Relative Return, host Phil Tarrant chats to Simon Aboud, chief product and marketing officer at Allianz Retire+, to discuss innovation in the retirement space. Listen as they discuss: How the Retirement Income Covenant has changed the industry Longevity solution, Allianz Guaranteed Income for Life (AGILE) The risk of retirees outliving their funds How Allianz Retire+ engages wit...

     In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Matthew Esler, the co-founder and co-CEO of Padua Solutions. Mr Esler discusses the government's response to the Quality of Advice Review, including why the entry of super funds back into advice should not be cause for concern among advisers. He adds that advisers should instead be looking to set up referral arrangem...

In this special episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by My Money Buddy and The Savings Squad podcast founder Adele Martin to discuss the government's QAR response and what it means for advisers.  This podcast brings you a one-on-one chat that took place at the ifa's Adviser Innovation Summit in Melbourne where our host and Ms Martin dissected the government's response...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Ross Lees, Head of Funds Management at Centuria, about their specialist property investments and the areas where Australia is leading the way. Listen as they discuss: The differences between listed and unlisted property investment Whether offices are recovering from remote working Why Australia leads the way on ESG in propert...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Philip Ryan, managing director of Trilogy Funds, on the role mortgage trusts play in portfolios, particularly in a rising rate environment Listen as they discuss: The different roles for senior and subordinated debt Managing strategic duration in portfolios Exposure to builders and construction projects Location, location, lo...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Denis Orrock, chief strategy officer of wealth management platform Praemium. Mr Orrock joins our host to discuss the evolving landscape of wealth management and administration platforms. He also touches on the government's response to the Quality of Advice Review (QAR) and how this might play out for the super funds. "I t...

The federal government has released its response to the Quality of Advice Review final report, which could have ramifications for the SMSF industry. In this episode, Aaron Dunn and new co-host Keith Ford are joined by SMSF Adviser editor Maja Garaca Djurdjevic to discuss how the QAR response will impact advisers and accountants, including the reduced documentation requirements. They also look at w...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to John Woods, Deputy Chief Investment Officer at Australian Ethical, to discuss how advisers can embed ESG into their investments to meet clients' requirements. Listen as they discuss: Investing with an ESG focus in an uncertain macroenvironment A framework to help advisers select products The challenge of thematic approaches T...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by ifa journalist Keith Ford to break down the government's QAR response.   On Tuesday morning, Financial Service Minister Stephen Jones unveiled the government's response to the Quality of Advice Review (QAR) final report, accepting in principle 14 of the 22 recommendations. The pair give an overview of what the government...