Financial Services Podcast Network Momentum Media

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests.

McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as why the investors don’t need to be constrained by the traditional buy-and-hold model.

Listen as they discuss:
The importance of diversification and risk management. How SMSFs can utilise property investment funds. Navigating the complexities of the current market with an adaptable approach.

In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear subsidiary) to discuss cash as an asset class.
Listen as they discuss:
Demystifying cash as an asset class. Uncovering better rates on offer. The pitfalls of early “teaser rates”. Factoring in the impact of currency exchange. Alternative options to utilise cash.

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments.

Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function.

In the current climate of uncertainty – marked by high inflation, elevated interest rates, and the looming threat of recession – infrastructure investment has emerged as a beacon for investors seeking stability.

The pair discuss:


The defensive characteristics of infrastructure investments, which include consistent returns with low volatility, long-term income yields with inflation protection, and diversification benefits. How investors can approach infrastructure investment through direct investments in unlisted assets or via listed infrastructure securities, each offering unique advantages and challenges. The emerging trends in infrastructure investment, such as evolving definitions of infrastructure assets. Optimism about the resilience of infrastructure investments in the face of economic volatility.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax.
Mr Negline explains CA ANZ’s range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is any chance that there will be substantial changed to the current form of the legislation.
Listen as they discuss:
Some of the criticisms of division 296. The likely increase of the transfer balance cap to $2 million. What CA ANZ expects to see from the upcoming federal budget.

In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more.
Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Advice Review (QAR) to the challenges facing the Australian economy, including productivity, while also emphasising the principle that superannuation is Australians’ money, not the government’s.
The shadow treasurer shares his belief that the answer to most problems is less government intervention and not more.
“I’m a big believer in getting government out of the way as much as you can,” Taylor says.
Touching on Labor’s perceived regulatory overreach, specifically in financial services, Taylor says: “The commitment on our side … is to recognise that there has been regulatory overreach, that we have got a whole group of Australians now that are under-advised, underinsured and underbanked, and that we’ve got to have more accessible financial services and advice if Australians are to have the prosperity they deserve.”
Tune in to hear him speak about:
The advice profession and the Coalition’s intentions Broader economic challenges The Help to Buy scheme, and more

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment.
Parker breaks down the areas of focus for the conference and the broader role of the RIAA in shaping investment practices that not only promise returns but also ensure alignment with ethical standards and values.
Listen as she discusses:
The increasing demand among Australians for their investments to reflect their values. RIAA’s sustainable investment advice course, which will help financial advisers meet the evolving demands of the market. Why it is important for advisers to understand their clients’ attitudes towards responsible investing.