Wealth Management Podcast Network

In this week's episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack the political and economic implications of the Labor's sweeping election victory and how much the Liberal Party's economic strategy played a role in the wipeout. Oliver suggests the result reflects a rejection of extremism and a renewed appetite for centrist governance, potentially giving L...

In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the implications of Labor's sweeping electoral victory for the financial advice sector. Marshan explains what the heavy majority means for financial legislation, including what the potential ministerial candidates could bring to the table that could influence the pace and direction...

In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a final look at the lay of the land ahead of the federal election as the latest polls predict a Labor victory, and what that could mean for Australians going forward. YouGov has projected Labor as securing an outright majority when the polls close on Saturday, which would be a considerable turnaroun...

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting. As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. According to Nielson, the best way to manage concerned...

In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the issues that may affect super and the policy positions of the two major parties. Tax reform has been the elephant in the room during the federal election campaign, but there has been some mention of the Division 296 tax by the opposition, which has also made commitments regarding advice reforms and adviser numb...

In this week's special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones' keynote address from Momentum Media's Election 2025 event, followed by a Q&A focused on the Delivering Better Financial Outcomes reforms. In what may be his final appearance before an advice audience, Jones reflects on his three-year tenure and outlines Labor's unfinished bus...

In this week's special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones' address at Momentum Media's Election 2025 event, followed by a Q&A covering the Delivering Better Financial Outcomes reforms. In what was possibly his last address in front of an advice audience ahead of his retirement from politics, Jones outlines what he achieved over his three years in...

In this week's episode of Relative Return Unplugged, Dr Vladimir Tyazhelnikov from the University of Sydney's School of Economics joins the show to break down the shifting sands of global trade dynamics and attempt to understand the way US President Donald Trump is employing tariffs. An expert on international trade and global value chains, Tyazhelnikov explains why the current approach has led to...

In this episode of The ifa Show, host Keith Ford is joined by Sarah Abood, chief executive of Financial Advice Association Australia (FAAA), to break down the Coalition's promises to the advice profession if they come into power and the merits of the latest draft legislation of Labor's advice reforms. Ahead of the federal election, Abood explored some of the possible solutions offered from both si...

In this edition of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by legal specialist Phil Broderick, principal at Sladen Legal, to discuss the implications of the Bendel court decision - a landmark ruling with potentially far-reaching consequences for SMSFs and private trusts. This ruling has profound implications for the use of discretionary trusts and corporate beneficiari...

In this week's special episode of The ifa Show, we present shadow treasurer Angus Taylor's address at Momentum Media's Election 2025 event, followed by a Q&A covering the Coalition's plans for the financial services sector. Taylor outlined what a Peter Dutton-led government would deliver for the Australian economy, why the role of financial advisers is "absolutely central" to its economic blueprin...

In this week's special episode of Relative Return Unplugged, we present shadow treasurer Angus Taylor's address at Momentum Media's Election 2025 event, followed by a Q&A covering the Coalition's plans for the financial services sector. Taylor outlined what a Peter Dutton-led government would deliver for the Australian economy, why the role of financial advisers is "absolutely central" to its econ...

In this week's episode of Relative Return Unplugged, AMP chief economist Shane Oliver joins the show to unravel the web of tariffs that US President Donald Trump launched on trading partners and take a look at the way global economies are likely to be impacted. The so-called Liberation Day has shaken up the conventions of international trade, and how affected nations respond will go a long way to...

In this episode of The ifa Show, host Keith Ford is joined by independent financial adviser Nathan Fradley to discuss the Aged Care Act reforms set to come into effect on 1 July and how advisers can prepare their clients. With the funding of aged care also heading for change, Fradley breaks down what advisers who don't specialise in the space need to know and the value of building a network of pro...

In this episode of Relative Return, host Laura Dew is joined by Andrew Lockhart, managing partner at Metrics Credit Partners, to discuss the attraction of real estate debt and why it can be a compelling option for portfolio diversification. Listen as they discuss: How it compares to traditional equities and fixed income. Metrics' due diligence process. Potential returns from the asset class. Its r...

In this special post-budget episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn navigate a complex web of budgetary and political issues. Although it was a budget with nothing much in it for the SMSF sector, it was what wasn't included that may have dramatic implications for the sector moving forward. With the departure of Financial Services Minister Stephen Jones, the sector face...

In this episode of The ifa Show, hosts Keith Ford and Maja Garaca Djurdjevic are joined by Phil Anderson, general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), to break down the latest tranche of financial advice reforms. With an election on the horizon, there won't be any meaningful movement on the draft legislation, but the version delivered last...

In this week's episode of Relative Return Unplugged, AMP's chief economist, Shane Oliver, joins us to break down Labor's budget, focusing on its re-election strategy and cost-of-living support, and cautioning about the long-term impact of structural deficits, increased government spending, and potential risks to productivity growth. Join us to hear about: Why the budget raises alarms about the lon...

In this episode of Relative Return, host Laura Dew chats with Mark Barnes, head of investment research, and Catherine Yoshimoto, director of product management, from FTSE Russell about markets in Donald Trump's second presidency and how US small caps are faring compared to their large-caps counterpart. Listen as they discuss: Markets, inflation and interest rates in Trump 2.0. Trump's growth polic...

In this episode of Relative Return Unplugged, we examine the push for superannuation tax reforms aimed at saving $10 billion annually, as well as the immense pressure being placed on Treasurer Jim Chalmers ahead of the budget and Deloitte's warning of a $26.1 billion deficit. Join us as we discuss: The key superannuation tax reforms being proposed and their potential impact. How the budget is shap...

In this episode of The ifa Show, host Keith Ford is joined by Eugene Ardino, chief executive of Lifespan Financial Planning, to discuss some of the hot-button topics impacting financial advice and why, despite some challenges, there is still plenty of reason for optimism. Financial advisers are facing headwinds in the form of sluggish regulatory reform and the growing impact of the Compensation Sc...

In this episode of The ifa Show, host Keith Ford is joined by Marc Fabris, founder of Risk Hub, to discuss how technology and artificial intelligence are being used to boost efficiency in the advice process, making risk advice commercially viable for holistic advisers. While commissions have certainly played a significant role in the exodus of holistic advisers from the risk sector, Fabris explain...

With auditing season in full swing and the ATO increasing its scrutiny of the sector, this week's SMSF Adviser podcast focuses on the challenges auditors may face regarding compliance. Hosts Keith Ford and Aaron Dunn are joined by legal specialist Bryce Figot from DBA Lawyers, one of the sector's leading experts in the intricacies of SMSF auditing, to discuss what's involved in managing the myriad...

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP's chief economist, Shane Oliver, to discuss the ever-evolving state of global markets as the US pursues its protectionist trade war. The fast-moving rollout of tariffs against major trade partners has had a profound impact on stock markets around the world, with tensions and reciprocal tarif...

In this episode of The ifa Show, host Keith Ford is joined by Katherine Spitzkowsky, founder and principal adviser at Yulania Financial, ahead of International Women's Day to discuss the specific needs of women seeking financial advice, as well as how advisers can work with neurodiverse clients. While many financial advisers aim to tailor their offering to every client based on their individual ne...