In 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 substantial growth as an asset class in Australia and around 300 credit funds available for investment, advisers are facing a range of challenges in seeking to differentiate between these funds, particularly when it comes to liquidity and risk profiles.

Listen as they discuss:

• How different investor demographics are gravitating towards funds that match their risk profile.
• The challenges of providing liquidity with alternative assets and how funds are finding solutions.
• Why many SMSF investors are shifting towards income-generating assets to handle the proposed super changes.

In 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, disappointed and has been described as a significant shift in the RBA’s communication strategy, with RBA governor Michele Bullock explaining the decision was influenced by ongoing concerns about inflation and increasing global uncertainties.

Tune in to hear:

• How economists are recalibrating expectations, with some believing this marks a “new RBA” with limited forward guidance.
• Whether the bank’s inflation concerns are in line with earlier talks of larger rate cuts.
• How US President Donald Trump’s new tariffs on copper and pharmaceuticals are adding to global market volatility and uncertainty.

In 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 – which requires cultivating a strong culture, focusing on employee autonomy and growth, and being transparent throughout the hiring and employment process.

Listen as they discuss:

• The value of implementing tools like cultural interviews, psychometric testing, and knowledge assessments in the hiring process.
• The importance of supporting career progression and development for all team members.
• Why advice firms shouldn’t consider remuneration a taboo topic.
• What to expect from trends within the advice sector, such as firm consolidation and equity partnerships.