Smart Capital

CFMG Capital

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The podcast for smart investors.

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Dispelling Some Private Credit Myths

Episode 9 of the Smart Capital podcast by CFMG Capital features CFMG General Manager Andrew Thomson in conversation with experienced Brisbane property financier Dan Holden of Holden Capital. Together, they unpack the growing world of private credit investing, addressing common misconceptions, how investors can assess private credit managers, key risk management strategies, and where private credit can fit within an investment portfolio. From understanding security structures and diversification to balancing income and growth strategies, this episode offers valuable insights for investors looking to better understand alternative investment opportunities.

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The Role of Private Credit in an SMSF

In this episode of Smart Capital, we dive into the growing role of private credit within Self Managed Superannuation Funds (SMSFs). We explore what private credit is, how it can complement a diversified investment strategy, and the practical steps trustees should consider before adding it to their portfolio. Our guest is Clive Todd, a highly experienced financial planner specialising in superannuation, SMSFs, and wealth management. Clive is a partner at Exant Advisory, which rebranded late last year from Forvis Mazars. Whether you’re an SMSF trustee looking to broaden your investment approach or simply curious about alternative assets, this conversation offers valuable insights into how private credit may fit into your fund’s long-term strategy.

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The Compliance Advantage - Aligning Rules, Risk & Returns

In this episode of Smart Capital, we explore why regulation isn’t a hurdle for private credit managers, it’s a foundation of trust, professionalism, and long-term success. We unpack how strong compliance frameworks, ASIC oversight, AFSL obligations, and Target Market Determinations (TMDs) create a safer, more transparent investment environment. Listeners will gain insight into how CFMG Capital leverages compliance as a strategic advantage, enabling scalable operations, consistent decision-making, and deeper investor confidence. From understanding the responsibilities of an AFSL holder to recognising how reporting and regulatory engagement contribute to brand strength, this episode reveals why responsible operators don’t just meet regulatory expectations, they embrace them. Whether you're an investor, adviser, or industry professional, this conversation highlights how regulation ultimately strengthens the entire private credit ecosystem and reinforces CFMG Capital’s commitment to excellence.

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The Role of Private Credit in an Investment Portfolio

In this episode of Smart Capital, James O’Kane, Senior Private Client Advisor at Shaw & Partners, sits down with CFMG Capital’s General Manager Andrew Thomson to unpack the growing role of private credit in modern investment portfolios. This episode breaks down what private credit is, how it differs from traditional fixed income, and why more investors are turning to these opportunities outside the public markets. The discussion covers risk and return profiles, liquidity considerations, and how private credit can complement property investments to support wealth growth and stability in a shifting economic environment. Whether you’re curious about property-backed lending or looking for opportunities beyond the public markets, this episode offers practical insights into where private credit fits within a modern investment portfolio. General Advice Warning from James O’Kane: This advice is ‘General’ as opposed to personal, advice. This means it has been prepared for multiple recipients without consideration of your investment objectives, financial situation and needs (“Personal Circumstances”). Advice or opinions given are not a recommendation that a particular course of action is suitable for you and the advice is therefore not to be acted on as Personal investment advice. You must assess whether or not the advice is appropriate for your Personal Circumstances before making any investment decisions.

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Challenges & Opportunities in the South East Queensland Land Market

Welcome to the Smart Capital podcast, hosted by CFMG Capital General Manager Andrew Thomson alongside one of Queensland’s most respected property sector strategists, Ross Elliott. With more than 35 years of experience across urban development, infrastructure, and public policy, Ross has played a central role in shaping conversations about how our cities grow. He currently chairs the Brisbane Lord Mayor’s Better Suburbs Initiative, serves as Director of Suburban Futures, and is widely sought after for his industry insights. In this episode, Andrew and Ross unpack the challenges and opportunities facing the South East Queensland land market. From population growth and planning frameworks to the delivery of new housing products, they explore the dynamics influencing greenfield development and what these mean for the future of the region. Listeners will gain a clear, practical perspective on how the SEQ land market is evolving and where it’s heading in the years to come.

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Southeast Queensland Land Market Update

In Episode 4 of Smart Capital, CFMG Capital General Manager Andrew Thomson sits down with Matt Bell, Chief Economist at Oliver Hume Property Group, for a deep dive into the southeast Queensland land market. Together, they unpack the key drivers behind the region’s surging demand for land - from population growth and interstate migration to infrastructure investment and housing affordability. With Matt’s expert analysis, the conversation explores current market dynamics, emerging buyer trends, and what lies ahead for one of Australia’s fastest-growing regions. Whether you're a property investor, developer, or industry professional, this episode offers timely insights into the factors shaping land supply, pricing, and future opportunities across SEQ. Tune in to hear how Southeast Queensland is positioning itself for long-term growth and what it means for you.

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Why Project Delivery Matters for Returns

In the third episode of the Smart Capital podcast, Andrew Thomson, General Manager of CFMG Capital, speaks with CFMG Capital’s Senior Development Manager Brad Cook about the land development process and its importance to investor returns. Brad’s role encompasses everything from initial project approvals through to construction and post-construction phases, with a focus on risk mitigation, cost control, and timely delivery. Critical steps include ensuring sites are properly serviced with water, sewer, power, and telecommunications infrastructure. The discussion highlights that identifying a good site is crucial to delivering on investors’ returns, project success relies on a mix of due diligence and engaging trusted partners.

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The Art & Science Of Site Acquisition

CFMG Capital has built a strong record of returning 100% of investor capital and achieving the targeted return 100% of the time upon completion of the investment term* . This success is in part due to the ability of our team to identify and deliver quality projects that are attractive to their target market and meet the clearly defined investment strategy. In this episode of SMART CAPITAL we explore the site acquisition process and how CFMG Capital goes about finding development sites that serve the needs of buyers and investors. CFMG Capital's General Manager Andrew Thomson and Manager of Acquisitions & Analysis Duncan MacPherson take a deep dive into the important aspects of site acquisition that help support deliver returns to investors across the company's suite of investment funds. The podcast answers a range of questions, including: Why is the acquisition process so important?How does CFMG Capital identify sites for potential purchase?What criteria do we use to purchase sites?What are the most important terms of any acquisition?----------------------------- *Receipt of the targeted return (or return of the invested capital at the end of the investment term) is dependent on the successful completion of the projects as outlined in the SPDS’s for the CFMG Land and Opportunity Fund ARSN 602 610 006 (‘CFMG L&O Fund’) and CFMG First Mortgage and Income Fund ARSN 118 670 705 (‘CFMG FMIF’) and the successful completion of the loan investments as outlined in the PDS of the CFMG Monthly Income Fund ARSN 602 609 638 (collectively referred to as the ‘Funds’), available at www.cfmgcapital.com.au, and may not arise. Prospective investors should carefully consider the PDS’s and SPDS’s for the Funds including the risks outlined in those documents before making any investment decision in connection with this investment. An investment in the Funds does not represent a deposit and is subject to investment risk including possible loss of capital. Consider whether these investments are appropriate for you. CFMG Equity and Income Funds Limited ACN 112 753 876. AFSL 291 390. See our Target Market Determinations at https://bit.ly/3Enagzr (CFMG L&O Fund) and https://bit.ly/4jLGGDS (CFMG FMIF) and https://bit.ly/4hKzl5G (CFMG MIF).

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Outlook for Private Credit in 2025

Private credit has become one of the fastest growing asset classes in Australia. It provides investors with access to investments they have not been able to access in the past while giving businesses a new source of finance. In the first SMART CAPITAL podcast, CFMG Capital General Manager Andrew Thomson sits down with Fixed Income News Australia co-founder Ben Ready to explore how the private credit market is growing, what’s driving its expansion, and what it means for the future of business financing and investing.

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The podcast for smart investors.

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CFMG Capital
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