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  • Relative Return Unplugged: ‘The largest trade war in modern history’
    2025/04/17

    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 such an extreme reaction from the US’ trade partners and the alternative options that are available to avoid a trade war that is so economically damaging for all involved.

    Join us to hear about:

    • Why the fluctuations in commodities prices could have benefits for some sectors despite broader concerns.
    • How Chinese TikTokers are helping consumers skirt around trade restrictions.
    • What the volatile nature of the policies means for businesses trying to keep up with the changes.
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    42 分
  • IFA: Problems and promises – the profession’s expectations for the next government
    2025/04/16

    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 sides for addressing the Compensation Scheme of Last Resort, as well as the possible implications of superannuation funds providing retirement advice through collective charging.

    Listen as they discuss:

    • What the FAAA wants from the incoming government.
    • Why it's important that advisers gain access to the ATO portal.
    • How government funding could boost new entrants to the profession.
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    51 分
  • SMSF: Unpacking the Bendel decision
    2025/04/11

    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 beneficiaries, potentially allowing distributions to remain unpaid without triggering Division 7A consequences.

    The podcast delves into the significance of the case, drawing parallels to pivotal decisions like Bamford, and explores how it could reshape the landscape for tax and accounting practices in Australia. Listen as they discuss:

    • The interpretation of "financial accommodation" within Division 7A.
    • The relevance of this decision for SMSFs
    • The potential for the Bendel decision to influence other areas of superannuation law.
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    49 分
  • IFA: Angus Taylor on economic management and the path to 30,000 advisers
    2025/04/10

    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 blueprint, and how the nation's leader needs to handle negotiations with US President Donald Trump.

    Tune in to hear about:

    • The Coalition's plans to reshape the economy.
    • How Taylor plans to get the cost-of-living crisis under control.
    • Why the shadow treasurer aims to double financial adviser numbers.
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    49 分
  • Relative Return Unplugged: Taylor outlines bold vision for financial services industry
    2025/04/10

    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 economic blueprint, and how the nation’s leader needs to handle negotiations with US President Donald Trump.

    Tune in to hear about:

    • The Coalition's plans to reshape the economy.
    • How Taylor plans to get the cost-of-living crisis under control.
    • Why the shadow treasurer aims to double financial adviser numbers.
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    50 分
  • Relative Return Unplugged: Liberation Day hits and markets react
    2025/04/03

    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 determining the scale of the potential trade war.

    Join us to hear about:

    • Why Oliver has dubbed it “Retro Day” instead.
    • What kind of flow-on effects can be expected for the Australian economy, after getting off relatively easily.
    • How markets are expected to react and what is on the horizon for the US.
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    35 分
  • IFA: How to prepare for the aged care reforms
    2025/04/02

    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 professionals they can refer clients to, to ensure they can meet the needs of clients navigating the complex aged care space.

    Listen as they discuss:

    • Why it’s so important that advisers stay up to date on the incoming reforms.
    • The value of specialisation within the advice industry.
    • What impact DBFO 1.5 could have on clients’ retirement income and Centrelink eligibility.
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    38 分
  • Relative Return: Exploring the growing appeal of real estate debt
    2025/03/31

    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 role in diversified portfolios for private wealth or retail investors.
    • How Metrics mitigates possible risks to protect investor capital.

    Disclaimer: Metrics Credit Partners Pty Ltd ABN 27 159 646 996 AFSL 416 146 (Metrics) makes no representation or warranty with respect to the accuracy, completeness, or currency of the content. The content is for educational purposes only and is not intended to provide you with financial advice. It has been prepared without taking into account your objectives, financial situation or needs. Independent advice should be obtained from an Australian financial services licensee before making investment decisions. To the extent permitted by law, Metrics excludes all liability for any loss or damage arising in any way due to or in connection with the publication of this content, including by way of negligence. Past performance is not an indicator of future performance. All investments contain risk and may lose value.

    The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Metrics Master Income Trust (MXT) (ARSN 620 465 090), Metrics Income Opportunities Trust (MOT) (ARSN 631 320 628) and the Metrics Real Estate Multi-Strategy Fund (MRE) (a stapled structure consisting of the Metrics Real Estate Multi-Strategy Passive Trust (ARSN 679 413 293) and the Metrics Real Estate Multi-Strategy Active Trust (ARSN 679 413 695)). All content in respect of MXT, MOT and MRE is issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831) (AFSL 235 150) as the responsible entity. Equity Trustees Limited (ACN 004 031 298, AFSL 240 975) (EQT) is the Responsible Entity of the Metrics Real Estate Income Fund (MREIF) (ARSN 671 699 228) (together “the Funds”). The Investment Manager for the Funds is Metrics Credit Partners Pty Ltd (Metrics) ABN 27‌ 150‌ 646‌ 996‌, AFSL 416‌ 146‌. Before making any investment decisions, please refer to the Funds’ PDS, TMD and any Additional Disclosures which is available at www.metrics.com.au and assess whether the Funds are appropriate given your objectives, financial situation or needs. Please note that the PDS and TMD for MREIF will be available soon. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser. Target return may not be achieved. The payment of monthly cash income is a goal of each Fund only and is not guaranteed.

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    20 分