The ifa Show

By: Momentum Media
  • Summary

  • The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Episodes
  • Problems and promises: The profession’s expectations for the next government
    Apr 16 2025

    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 mins
  • Angus Taylor on economic management and the path to 30,000 advisers
    Apr 10 2025

    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 mins
  • How to prepare for the aged care reforms
    Apr 2 2025

    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 mins
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