• SMSF: Navigating the cryptocurrency landscape
    Nov 22 2024

    In a rapidly evolving financial landscape, cryptocurrency continues to carve out its niche, particularly within the realm of SMSFs.

    In this SMSF Adviser podcast, host Keith Ford speaks with Simon Ho, the COO and head of SMSF at CoinStash, about how SMSFs can safely utilise cryptocurrencies as part of their investment portfolio.

    In this episode, they discuss:

    • The difference between an investor and a trader and differing tax treatments.
    • The importance of clear reporting and compliance.
    • Methods for gaining exposure to crypto assets.
    • Strategies to contend with market volatility.

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    41 mins
  • Relative Return Unplugged: Understanding global trends and local impacts
    Nov 21 2024
    In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Shane Oliver, chief economist at AMP, to break down what’s happening with the Trump trade and the broader global economy, and what it means for Australia.

    Markets reacted quickly when it became clear that Donald Trump was set to win the US presidential election, with many seeking to capitalise on the expected corporate tax cuts and tariff hikes. However, messier economic conditions than in 2016 have dampened the party in some areas.

    We take a look at the potential for volatility on the back of ongoing trade tensions between the US and China, whether the global economy will fare as poorly as some forecasts indicate, and how the Australian market is reacting to events both globally and locally.
    Tune in to hear:
    • Why tampering with the Future Fund’s mandate could be a slippery slope that ultimately compromises returns.
    • Whether the government’s big-spending budgets have hindered efforts to curb inflation.
    • What to expect from the Reserve Bank of Australia ahead of the upcoming federal election.
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    47 mins
  • Top legislative issues impacting advice profession
    Nov 18 2024

    In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the Delivering Better Financial Outcomes legislation and Liberal senator Andrew Bragg’s admonishment of the government for the ever-extending timeline to deliver a draft of the legislation.

    Together, the pair delve into the potential impact of Australia’s 2025 federal election and how politics are playing a role in the legislative process, suggesting financial services could become a key battleground as the election nears.

    Listen as they discuss:

    • The private member’s bill hoping to provide advisers a reprieve from onerous statements of advice.
    • Advisers who are left in a state of limbo as they await legislative change.
    • The Compensation Scheme of Last Resort and the ongoing battle against Dixon Advisory.
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    31 mins
  • Relative Return Unplugged: The global impacts of a week of Trump
    Nov 14 2024

    In this episode, hosts Maja Garaca Djurdjevic and Keith Ford take a look at what’s making news in the investment world, from President-elect Donald Trump’s cabinet nominations to Cbus fronting up to a Senate inquiry.

    Trump has remained in the news in the week since he cruised to victory in the US presidential election as more major figures in the world of finance weigh in on what his inflationary policies could mean for global economies.

    We’ll discuss what Trump’s picks for secretary appointments could signal going forward and likely policy impacts, breaking down Future Fund CEO Raphael Arndt’s take on a Trump presidency, and the surging price of crypto in the wake of a Republican sweep.

    Tune in as we also unpack embattled super fund Cbus’ appearance before a Senate committee and the Australian Securities and Investments Commission’s newly launched lawsuit against the trustee.

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    44 mins
  • IFA: Understanding the tax deductibility of advice fees
    Nov 11 2024

    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.
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    43 mins
  • Relative Return: The ‘stockpicker’s dream’ of SMID stocks
    Nov 11 2024

    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.
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    11 mins
  • SMSF: How SMSFs can capitalise on a slowing economy
    Nov 7 2024

    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.
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    46 mins
  • Relative Return Unplugged: The global ripples of a Trump sweep
    Nov 7 2024

    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.

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    49 mins