In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at Tangelo Advice Consulting, to discuss the ATO’s final determination on tax deductibility of advice fees and how advice firms can put the changes into practice to benefit their clients.

Travers explains how the new guidance works, what has changed from the draft determination that was released last year, and why it is important to work alongside accounting professionals to ensure the best outcomes for clients.

Listen as they discuss:

• Why advice firms need to identify areas of friction in their processes to enhance their operational efficiency.
• How to get your practice ready for the changes coming out of the first Delivering Better Financial Outcomes (DBFO) legislation.
• What to expect from the second tranche of DBFO and why you shouldn’t rely on regulatory change to improve your practice.

In this episode of Relative Return, host Laura Dew speaks with Eric Braz, MFS portfolio manager on the global small and mid-cap fund, the MFS Global New Discovery Strategy, to discuss the power of small and mid-cap investing in today’s global markets.

Listen as they discuss:

• The importance of a broad, diversified portfolio.
• MFS’ key sources of investment ideas.
• Why an active, global approach matters in this asset class.
• The benefits of having a dedicated exposure to small and mid-caps.
• Where the exciting trends and opportunities are.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the changes within investment markets that SMSF professionals and investors should keep an eye on.

McVeigh explains that Remara has seen the appetite for credit starting to slow, which he said the RBA would consider as it starts to look at potentially cutting rates, while equity markets have been volatile, leading to some good opportunities, some bad opportunities, and a lot of sideways movement.

Listen as they discuss:

• The launch of the Remara Opportunistic Development Fund.
• Limitations on how SMSFs can invest in different asset classes.
• Navigating the complexities of the current market and utilising funds to reduce risk.

In this episode, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Steve Kuper to dive deep into the recent US election results and what they mean for the world.

With Donald Trump reclaiming the presidency in a sweeping victory, we examine the global implications from both a geopolitical and economic perspective.

We’ll discuss how Trump’s campaign strategies resonated so strongly with voters, the missteps that left the Democrats struggling to connect, and Kamala Harris’ challenge in defining her own path apart from President Joe Biden.

Tune in as we unpack what went right – and wrong – on both sides of the aisle, and what it could mean for allies, adversaries, and markets worldwide.

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability.

Neilson discusses the role of technology in improving efficiency in the advice process and the need to outsource administrative tasks to increase client capacity and reduce the cost to serve.

Listen as they discuss:

• The key barriers impacting financial advisers.
• How firms can act to reduce the cost of advice.
• The perception of financial advice as a profession.

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Stephen Miller, market strategist at GSFM, to unpack the latest inflation figures and what they could mean for the RBA’s coming rate decisions.

Australia’s latest consumer price index print has seen inflation drop to 2.8 per cent over the past 12 months to September, bolstered by temporary government subsidies, while annual trimmed mean inflation remained at 3.5 per cent, which places the Reserve Bank in a cautious stance on rate cuts.

We take a look at what the latest numbers say about the broader Australian economy and how the RBA is likely to respond, as well as comparing the Aussie central bank’s rate decisions with global counterparts and whether it made the right call when it was raising rates.

Tune in to hear:

• How the competing duties of governments and central banks can result in tension.
• Why the headline inflation number tells a misleading story.
• What the future holds for rates as inflation remains sticky.

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by specialist financial adviser Nathan Fradley to discuss the growing importance of aged care advice in Australia as the population gets older, and the need for specialised knowledge to successfully handle complexities of Australia's aged care system.

Fradley discusses his journey to aged care advice, the challenges of navigating complicated relationship dynamics, and what can happen when people receive incorrect advice.

Listen as they discuss:

• The emotional side of aged care advice.
• Unique challenges of advising clients on aged care and retirement.
• The evolving landscape of aged care legislation.