Unlocking potential: A comprehensive guide to gearing for financial advisers In financial planning, gearing offers a powerful blend of accelerated wealth creation and enhanced portfolio flexibility. For financial advisers, an understanding of geared investments, especially margin lending, is key to providing comprehensive and impactful advice. This article explores the core aspects of gearing: its compelling benefits, inherent risks, and practical applications through case studies.
Strengthening Australia’s public markets into 2030 and beyond: A call for further competitive reform Australia’s public markets have long been regarded as the gold standard for transparent capital raising and efficient price discovery. Underpinned by a robust regulatory framework and supported by world-class financial infrastructure, these markets have served investors and issuers alike with integrity and resilience. Yet, as global capital flows become increasingly mobile and innovation accelerates across financial markets, Australia must evolve to remain competitive.
Derivatives accreditation: Increasing your worth as an adviser The aging of baby boomers, growth of SMSFs and recent market fluctuations have created a tremendous need for financial advice. At the same time however, there is considerable competition to deliver it. Brokerage firms, independent advisers, banks, and even accounting firms are all fighting for a share of the wealth management business.
Scaling fixed income in 2025: Rethinking execution to custody and middle officer Australia’s fixed income market is entering a new phase—offering investors greater diversification, broader credit exposure, and more flexible maturity profiles than ever before. For the private wealth sector, this presents a powerful opportunity to tailor portfolios in ways that listed products often can’t match.
Super snippets: Super industry should brace for impact Previously I have mostly refrained from discussing the proposed new 15 per cent impost on total super balances over $3 million, also known as the Division 296 tax, because of its original narrow interpretation. But as debate rages about the measure, and has done ever since the federal election held on 3 May, the wider implications for the superannuation sector as a whole are emerging.
