In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Fraser, principal and portfolio manager at Merlon Capital Partners, about growing an asset manager and exploiting behavioural biases. Listen as they discuss:

• Setting up Merlon in the wake of the GFC.
• The challenges of running a fund manager.
• The current state of Australian equities.
• Exploiting behavioural biases for investment gains.
• ASIC's focus on ESG and greenwashing.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Angus Taylor, a financial adviser at Sheffield Financial, to discuss his unconventional path from working in a mine in central Queensland to financial advice. Mr Taylor explains why he made the move to financial services and breaks down the difficulty he had breaking into the sector before being able to start his own financial advice practice. Listen as they discuss:

• The ongoing impact of the royal commission five years on and the importance of adapting to changing regulations.
• The confusion that has been created with the proposed addition of "qualified advisers".
• How advisers can deal with the growing demand for financial advice.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset protection, and succession planning benefits that outweigh tax considerations.

Listen as they discuss:

• The government's stance on trusts and concerns that changes are on the way.
• How the $3 million super tax changes will impact the attractiveness of these structures.
• The importance of compliance when dealing with trusts.

Swiftonomics are occupying the minds of Australian economists as the artist begins the Australian leg of her tour.

AMP's chief economist, Shane Oliver, a self-proclaimed Swiftie, predicts that Taylor Swift's tour will inject $400 million into the economy.

In this podcast, he discusses the economic impact that Swift's tour may have on Australia, including:

• Possible effects on inflation.
• Whether or not the tour could influence the RBA's next rate decision.
• The idea of Swiftonomics and how Taylor Swift has moved from music charts to the financial sphere.

And more.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Blake Briggs, the chief executive officer of the Financial Services Council (FSC), to discuss the issues impacting the financial advice profession and Australians at large.

Mr Briggs examines the government's bold approach to tax reform – both in relation to the stage three tax cuts and within the superannuation system – and highlights the importance of certainty and stability in tax settings to maintain consumer confidence.

Listen as they discuss:

• Why he is optimistic about the outcomes of the Quality of Advice Review.
• The importance of advisers registering with ASIC and the need for transparency in the ASIC levy.
• The busy year ahead with retirement income reforms, changes to the managed investment scheme review, and the implementation of the CSLR.

In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the "perfect time" to go into small caps.

Listen as they discuss:

• Why small caps are due for a comeback.
• Learnings from a volatile two years.
• Dialling up high-conviction positions in the portfolio.
• Having a bias to founder-led companies.
• His transition to funds management from accountancy.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector, as well as what auditors should be doing to ensure they don't find themselves in a similar situation.

Listen as they discuss:

• Challenges ahead for SMSF auditors.
• Why the $3 million super tax changes will put greater emphasis on market valuations.
• The ongoing importance of documentation for auditors.

In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Matthew Haupt, lead portfolio manager of WAM Leaders, to discuss the stage three tax cuts and their impact on Australian equities. Listen as they discuss:

• The recent stage three tax cuts announcement.
• What a move to monetary easing will mean for equities and bonds.
• The collapse of Evergrande property developer in China and the country's relations with Australia.
• Whether Trump could be re-elected in the US presidential election.
• How he is positioning the WAM Leaders portfolio.

In this episode of the ifa Show, host Keith Ford is joined by Glen Hare, co-founder and financial adviser at Fox & Hare, to discuss young Australians seeking financial empowerment amid changing markets. Focused on a younger demographic, Mr Hare emphasises a holistic approach to address diverse financial goals, from property ownership to stock market investments, and highlights the importance of education and goal flexibility.

Listen as they discuss:

• The best way to address the concerns of younger clients.
• The varied reasons young Australians seek financial advice and the importance of dispelling misconceptions about age and wealth.
• The significance of educating clients, breaking down misconceptions, and supporting young Australians in cultivating financial empowerment for a secure and prosperous future.

In this episode of Relative Return, Maja Garaca Djurdjevic speaks with David Tuckwell, investment strategist at Global X ETFs Australia, about the future trajectory of the exchange-traded fund (ETF) market and flows into bitcoin ETFs. Listen as they discuss:

• How financial advisers are helping to boost ETF growth.
• The popularity of fixed income ETFs during 2023.
• Allaying advisers' concerns about bitcoin ETFs.
• Competition and future launches in the cryptocurrency space.
• ETFs positioned to benefit from a monetary easing environment.