The Wealth Management Podcast Network is the gateway to Australia's leading wealth management shows including Relative Return, Relative Return Insider, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and ...
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Relative Return Insider: MYEFO, US data and a 2025 wrap-up
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48:51In this final episode of Relative Return Insider for 2025, host Keith Ford and AMP chief economist Shane Oliver wrap-up the year, look ahead to 2026, and break down the most interesting numbers from the Mid-Year Economic and Fiscal Outlook. The last 12 months was full of challenges and volatility, but for Oliver the most important takeaway has been…
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Relative Return Insider: RBA holds, Fed cuts and Santa's set to rally
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40:17In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the RBA's decision to keep the cash rate on hold in the face of rising inflation and whether the governor's hawkish tone is a sign of things to come. Oliver also explains the Fed's move to cut rates for the third time, which he characterises as "…
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Relative Return Insider: GDP rebounds and housing squeeze getting worse
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35:37In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the September quarter GDP figures, which show Australia's economy regaining momentum, with annual growth lifting to 2.1 per cent, the fastest pace in two years, despite a softer-than-expected 0.4 per cent quarterly print. Oliver explains that he…
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Relative Return Insider: US shares rebound, CPI spikes and super investment
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46:07In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest shock consumer price index numbers, which rose to 3.8 per cent in October, as well as the shifting US market and calls for super funds to invest in infrastructure projects. As US equities swinging sharply before rebounding and AI-driv…
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Relative Return Insider: Economic shifts, political crossroads, and the digital future
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41:47In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the Reserve Bank of Australia's cautious stance in response to persistent inflation, subdued growth prospects, and political shifts affecting the nation's journey towards net zero emissions. The discussion also looks at the growing role of crypt…
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Relative Return: Helping Australians retire with confidence
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15:22In this episode of Relative Return, host Laura Dew speaks with Rachel White, head of financial adviser services at Vanguard about how advisers can help Australians to feel confident in retirement. Listen as they discuss: - The role of advisers in helping Australians feel confident in retirement.- How advice can bring benefits for wellbeing and emot…
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Relative Return Insider: RBA holds rates steady amid inflation concerns
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15:22In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina take a look at the Reserve Bank's unanimous decision to leave rates on hold on Melbourne Cup Day and whether future cuts are still on the cards. Following higher-than-expected inflation numbers last week, the RBA surprised no one as it left rate…
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Relative Return Insider: Inflation spikes, the Fed cuts and AI booms
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27:31In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina break down the spike in inflation numbers and what it means for the possibility of a rate cut as we move into the new year. With September quarter inflation data showing trimmed mean rising by 1 per cent, considerably higher than the Reserve Ban…
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IFA: The future of AI, efficiency and client engagement in advice
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32:39In the latest episode of The ifa Show, MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon join host Keith Ford to discuss the transformative role of AI in financial advice and how AI tools are being implemented to drive efficiency. With advice firms looking for greater automation of routine administrative tasks, AI is set to…
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SMSF: Inside the evolving world of SMSF lending
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54:42After nearly two decades, the SMSF lending market has matured into a stable and well-regulated segment – yet complexity and misconceptions persist. Bluestone Home Loans head of specialised distribution, Richard Chesworth, joins host Keith Ford to break down the nuances of limited recourse borrowing arrangements (LRBAs). From redrawing for property …
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Relative Return Insider: PM's US trip wins big for critical minerals
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31:24In this episode of Relative Return Insider, host Keith Ford and AMP economist My Bui explore Prime Minister Anthony Albanese's trip to the US and the critical minerals deal stemming from his meeting with President Donald Trump. The meeting also saw a grand announcement that Australian super fund investment in the US would reach $1.5 trillion over t…
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Relative Return Insider: Gold and crypto take different paths amid US–China tension
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39:26In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the latest unemployment numbers and what they mean for a rate cut, as well as how the latest flare-up in the ongoing US–China trade dispute has highlighted the remaining disparity between gold and bitcoin. The last week has seen significant movem…
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SMSF: Unpacking the new super tax
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45:47The announcement this week from the government outlining the changes to the $3 million super tax was met with relief, but there are still many unknowns. On this episode of The SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that w…
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IFA: Breaking down the new $3m super tax with Aaron Dunn
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46:28In this crossover episode of The ifa Show, host Keith Ford is joined by The SMSF Adviser Show co-host Aaron Dunn to unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that while the major concerns of taxing unrealised gains and lack of indexation have been addressed, many technical deta…
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Relative Return Insider: US shutdown, tech bubbles, and crypto surges
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28:09In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver take a look at the unfolding impacts and potential economic ramifications of the US government shutdown and the surge in gold and bitcoin prices. Alongside the growing concerns with the stability of the US, the massive valuations for the Magnificent Sev…
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SMSF: Unpacking the latest amendments
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58:01Updated legislative and regulatory instruments were added to the ever-expanding cache in the SMSF sector last month. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack what it all means with Bryce Figot, special legal counsel for DBA Lawyers. Figot delves into the changes made in LCR 2021/2 and TR 2010/1, focusing o…
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IFA: Why young professionals don't have to 'fall into' advice with Tom Moloney
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43:57In the latest episode of The ifa Show, Falcon Financial Advisers partner and financial adviser Tom Moloney joins host Keith Ford to break down why he decided to establish his own firm around 18 months ago, and the importance of developing new talent in financial advice. Moloney explains how he took an intentional approach to his career in financial…
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Relative Return Insider: Will the RBA cut rates by year-end?
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41:01In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist, Dr Shane Oliver, discuss this week's RBA interest rate decision, a potential government shutdown in the US, and a new property scheme aimed at first home buyers. Key discussion points: Whether the RBA will cut rates by the end of the year. Increased risk of a…
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The SMSF sector is in a holding pattern as key regulatory and legislative changes remain unresolved. In this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford discuss some of the key changes that are still to be clarified, such as the Div 296 tax and the much-anticipated NALI/E amendments. The podcast touches on recent updates fr…
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Relative Return Insider: What does the latest CPI data mean for rate decision?
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36:42In the latest episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the latest Australian CPI data and their impact on future interest rate decisions. If the RBA opts to cut rates again, how will this affect investor and consumer behaviour? Key discussion points: Factors driving the decrease in inflation. …
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IFA: Key takeaways and adviser considerations from ASIC's private credit report
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45:12In the latest episode of The ifa Show, Ben Walsh, principal research consultant at WealthVantage Partners, joins host Keith Ford to break down the corporate regulator's new report on the private credit market and highlight the main areas that financial advisers need to understand. Walsh delves into the report's detailed examination of the industry,…
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Placing bonds front of mind for advisers
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26:46In our new "Ahead of the Curve" series, in partnership with fund manager MFS Investment Management, Money Management will explore all things fixed income. The dedicated educational series of expert insights and compelling discussion will help advisers understand how they can best utilise fixed income within their clients' portfolios to meet their n…
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Relative Return Insider: Conflicting views, confusing markets: Who can you trust?
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1:01:28In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unpack the twists and turns of today's markets – from credit rating agencies navigating global uncertainty to simultaneous dual IPOs. They examine whether tariffs, trade tensions, and protectionist policies are genuinely straining rating age…
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IFA: Advice accessibility and finding your client base with Deline Jacovides
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34:27In the latest episode of The ifa Show, Mazi Wealth financial adviser Deline Jacovides joins host Keith Ford to delve into the complexities of making financial advice more accessible and why accessibility extends beyond simply trying to deliver advice at the lowest cost possible. Jacovides explains that she believes making advice more accessible inc…
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SMSF: Getting it right: the challenge in market valuations
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50:09Market valuations have emerged as a crucial area in the SMSF sector, particularly in light of regulatory changes and heightened ATO scrutiny. The looming spectre of Division 296 further complicates the landscape, particularly regarding the methodology used for valuations. In this episode of the SMSF Adviser Podcast, host Aaron Dunn, chief executive…
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Relative Return Insider: How perception drives market value
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47:18In the latest episode of Relative Return Insider, host Maja Garac Djurdjevic and AMP's Shane Oliver break down US and Australian rate cuts, soaring gold, and bitcoin's volatility. The pair also discuss how perception drives value in finance, drawing a parallel to Money Heist, where the illusion of gold shapes outcomes just as confidence in central …
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IFA: Inside AFCA: How complaints and compensation really work
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35:36In the latest episode of The ifa Show, host Keith Ford is joined by Shail Singh, lead ombudsman for investments and advice at AFCA, for a deep dive into two of the most complex – and crucial – pillars of financial consumer protection: the Australian Financial Complaints Authority and the Compensation Scheme of Last Resort. From resolving disputes e…
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Relative Return Insider: Is Australia's economic bounce for real?
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48:13In the latest episode of the Relative Return Insider, host Maja Garaca Djurdjevic and AMP's chief economist Shane Oliver unpack the surprising twists in the Australian economy, diving into the latest GDP numbers, what's really driving consumer spending, and what it all means for the Reserve Bank's next moves. Australia's economy showed unexpected r…
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Relative Return: How fixed income got its defensiveness back
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19:37In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital Management, to discuss the evolving fixed income asset class, his sector preferences, and the RBA's rate-cutting policy. Listen as they discuss: The defensive characteristics of fixed income. Market volatility triggered by US President…
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IFA: The need for legislative and regulatory improvements to the CSLR with David Berry
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59:02In the latest episode of The ifa Show, host Keith Ford sits down with David Berry, inaugural CEO of the Compensation Scheme of Last Resort, to unpack the challenges of protecting investors when financial advice goes wrong. They discuss high-profile failures like Dixon Advisory, Shield, and First Guardian, and the legislative and regulatory changes …
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SMSF: Unravelling the new pension rules
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46:02The updated rules on when a pension commences and ceases have created confusion in the SMSF sector. On this week's episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford delve into the intricacies of TR2013/5 with Tim Miller, head of education and technical for Smarter SMSF. Miller explains how the revised ruling, which was updated in…
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IFA: The critical role of childhood trauma policies with Trish Gregory
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41:26In the latest episode of The ifa Show, Hayes & Co Insurance Services financial adviser Trish Gregory joins host Keith Ford to explain the importance of childhood trauma policies, how they can help parents through a child's significant health issues and why more advisers should be keeping them top of mind for their clients. Gregory details the benef…
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Relative Return Insider: Economic reform wish lists and barriers
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48:22In this week's episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect the ongoing government economic reform roundtable and reflect on the wish lists of industry stakeholders – and whether there is hope for meaningful reform. Oliver believes the process is more of a good start than a definitive solution, howe…
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IFA: Why advisers need to look beyond investment returns with Thabojan Rasiah
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44:18In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host Keith Ford to discuss why the self-confessed "investment geek" believes maximising returns shouldn't be the sole objective of financial advice. Rasiah explains that while investing wisely is crucial, an overly narrow focus on invest…
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SMSF: Reform and regulation: the challenges
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42:27Australia is currently grappling with a complex web of regulatory reforms, which has left many advisers in a state of limbo. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the pressing issue of financial advice reform. One of the most troubling issues is in the advice sector, and after nearly three years since …
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Relative Return Insider: RBA finally makes long-awaited cut – what's next for rates?
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32:30In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank's latest rate cut call, the factors influencing the unanimous decision, and what economists expect from the rest of the year. Following last month's surprising decision to leave rates on hold, the RBA's August decision put …
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IFA: How financial advisers can grow their reach through social media with Ben Nash
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41:27In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to leveraging digital platforms for business growth and client engagement while dealing with the compliance challenges that come with professionals communicating in the digital realm. Nash highlights that his journey into content mar…
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Relative Return Insider: The push for holistic tax reform
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27:42In this episode of Relative Return Insider, host Keith Ford is joined by Accountants Daily journalist Imogen Wilson to take a look at why there has been such broad support for a more comprehensive tax reform discussion at the Treasurer's economic roundtable. While a desire for holistic tax reform has been a consistent feature of submissions to the …
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IFA: Breaking down the CSLR special levy consultation with Phil Anderson
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52:32In the latest episode of The ifa Show, Financial Advice Association Australia general manager of policy, advocacy and standards Phil Anderson joins host Keith Ford to take a deep dive into the latest Compensation Scheme of Last Resort consultation, this time focusing on how the special levy should be decided. With $47.3 million left to be covered f…
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Relative Return Insider: Productivity stagnation and the path forward
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37:35In this week's episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to discuss Australia's stagnating productivity ahead of the government's economic reform roundtable, and how picking all the "low-hanging fruit" for reform in the '90s helped kick off a surge that has since stalled out. Oliver outlines several key are…
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SMSF: Exploring Division 296 alternatives that don't tax paper profits
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40:59In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn break down some of the alternative methods to remove concessions for large super balances without resorting to taxing unrealised gains, with a range of options being delivered in recent weeks. The IFPA put forward compulsory cashing, while Geoff Wilson and Wilson Asset …
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IFA: No 'secret sauce': Navigating opportunities in private markets
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38:55In this episode of The ifa Show, host Keith Ford is joined by Charlie Viola, the executive chairman of Viola Private Wealth, to discuss how private markets allow his firm to better deliver on the increasingly complex needs of its ultra-high-net-worth client base. As private markets continue to emerge as a key tool for diversification, Viola suggest…
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Relative Return Insider: The business of cyber criminals
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42:12In this episode of Relative Return Insider, host Keith Ford is joined by Cyber Daily deputy editor David Hollingworth to take you inside the evolving landscape of cyber crime, how even huge companies can be at risk of breaches, and what that means for anyone trying to understand the risks. Hollingworth helps break down the way hacker collectives cr…
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IFA: Independent advice, global strategies, and military transitions
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42:52In this episode of The ifa Show, host Keith Ford is joined by Andrew Saikal-Skea, founder of Saikal-Skea Independent Financial Advice, to discuss the value of providing completely independent advice and how it can help remove the invisible barrier that even the perception of third-party influence can create. Saikal-Skea also breaks down how this fo…
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Relative Return: Structural shifts creating fertile ground for small-caps
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32:32The latest episode of Relative Return sees host Laura Dew chat with Richard Ivers and Mike Younger, co-portfolio managers at Prime Value Asset Management, on their newly launched Microcap Fund and opportunities in small and mid-cap shares. Listen as they discuss: Small-cap opportunities presented by the macroeconomic environment. How Prime Value mi…
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Relative Return Insider: Markets' Trump tariff complacency a 'boiling frog'
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39:17In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the week's top news, from investors remaining blasé about tariff announcements to bitcoin surging and unemployment numbers. Markets appear to have stopped reacting to US President Donald Trump's tariff updates as the steady stream of changes, de…
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SMSF: TBC increase not as easy as ABC
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52:14The increase of the transfer balance cap from $1.9 million to $2 million is not as simple to understand as it seems. In this SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the implications of the TBC rise implemented at the start of the new financial year with industry stalwart David Busoli. While this shift appears straightforward, …
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IFA: Liquidity, risk, and super reforms: The evolving landscape of private credit
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31:37In this episode of The ifa Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the growing private credit and real estate investment sectors, as well as the implications of the proposed $3 million super tax on holdings within self-managed super funds. McVeigh highlights that with private credit experiencing sub…
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Relative Return Insider: Does the RBA's unexpected hold signal a new direction?
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37:33In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank's expectation-defying interest rate hold and whether the move is the start of a fundamental change in the central bank's approach. The surprising move left many economists and home owners, as well as Treasurer Jim Chalmers,…
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IFA: Building a 'destination workplace' in financial advice
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54:51In this episode of The ifa Show, host Keith Ford is joined by Corey Wastle, CEO of Verse Wealth, to take a deep dive into strategies for attracting and retaining top talent in financial advice, particularly given the shrinking talent pool. Wastle emphasises the importance of becoming a "destination workplace" where the best people want to work – wh…
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