All Episodes

Relative Return Insider: Chief economist warns of one further rate hike in 2026

Relative Return Insider: Rising inflation, rate hike risks and the AI-fuelled market

Relative Return Insider: What should be in the federal budget?

Relative Return: The evolving role of commercial real estate debt in Australian portfolios

Relative Return Insider: What are the long-term risks as the US-Iran war drags out?

Relative Return Insider: Trump's TACO diplomacy and the case for tax reform

Relative Return Insider: War, inflation and the fragile path ahead for growth

Relative Return Insider: RBA caught in the crossfire as oil shock fuels inflation fears

Relative Return Insider: How the US–Iran conflict is re‑wiring Australia's economy

Relative Return Insider: US–Iran conflict, oil shock risks and Aussie impact

Relative Return Insider: Tariff turmoil, sticky inflation, and hopes for the budget

Relative Return Insider: Labour, wages, and market highs in a noisy world

Relative Return Insider: Record markets, AI hype and inflation risks

Relative Return Insider: RBA's hawkish turn, housing headwinds, and tech turbulence

RBA caught between inflation spike and mortgage pain

Relative Return Insider: Trump, Greenland, and gold

Relative Return Insider: Navigating a volatile 2026 market outlook

Relative Return Insider: MYEFO, US data and a 2025 wrap-up

Relative Return Insider: RBA holds, Fed cuts and Santa's set to rally

Relative Return Insider: GDP rebounds and housing squeeze getting worse

Relative Return Insider: US shares rebound, CPI spikes and super investment

Relative Return Insider: Economic shifts, political crossroads, and the digital future

Relative Return: Helping Australians retire with confidence

Relative Return Insider: RBA holds rates steady amid inflation concerns

Relative Return Insider: Inflation spikes, the Fed cuts and AI booms

IFA: The future of AI, efficiency and client engagement in advice

SMSF: Inside the evolving world of SMSF lending

Relative Return Insider: PM's US trip wins big for critical minerals

Relative Return Insider: Gold and crypto take different paths amid US–China tension

SMSF: Unpacking the new super tax

IFA: Breaking down the new $3m super tax with Aaron Dunn

Relative Return Insider: US shutdown, tech bubbles, and crypto surges

SMSF: Unpacking the latest amendments

IFA: Why young professionals don't have to 'fall into' advice with Tom Moloney

Relative Return Insider: Will the RBA cut rates by year-end?

SMSF: The waiting game

Relative Return Insider: What does the latest CPI data mean for rate decision?

IFA: Key takeaways and adviser considerations from ASIC's private credit report

Placing bonds front of mind for advisers

Relative Return Insider: Conflicting views, confusing markets: Who can you trust?

IFA: Advice accessibility and finding your client base with Deline Jacovides

SMSF: Getting it right: the challenge in market valuations

Relative Return Insider: How perception drives market value

IFA: Inside AFCA: How complaints and compensation really work

Relative Return Insider: Is Australia's economic bounce for real?

Relative Return: How fixed income got its defensiveness back

IFA: The need for legislative and regulatory improvements to the CSLR with David Berry

SMSF: Unravelling the new pension rules

IFA: The critical role of childhood trauma policies with Trish Gregory

Relative Return Insider: Economic reform wish lists and barriers

IFA: Why advisers need to look beyond investment returns with Thabojan Rasiah

SMSF: Reform and regulation: the challenges

Relative Return Insider: RBA finally makes long-awaited cut – what's next for rates?

IFA: How financial advisers can grow their reach through social media with Ben Nash

Relative Return Insider: The push for holistic tax reform

IFA: Breaking down the CSLR special levy consultation with Phil Anderson

Relative Return Insider: Productivity stagnation and the path forward

SMSF: Exploring Division 296 alternatives that don't tax paper profits

IFA: No 'secret sauce': Navigating opportunities in private markets

Relative Return Insider: The business of cyber criminals

IFA: Independent advice, global strategies, and military transitions

Relative Return: Structural shifts creating fertile ground for small-caps

Relative Return Insider: Markets' Trump tariff complacency a 'boiling frog'

SMSF: TBC increase not as easy as ABC

IFA: Liquidity, risk, and super reforms: The evolving landscape of private credit

Relative Return Insider: Does the RBA's unexpected hold signal a new direction?

IFA: Building a 'destination workplace' in financial advice

SMSF: Where to from here? Planning for the new financial year

Relative Return Insider: Market volatility fails to dent super fund performance

IFA: 'Happy new financial year': Looking back and planning ahead

Relative Return Insider: Conflict, defence spending, CPI, and a not-so-beautiful bill

IFA: Navigating investing in times of conflict

SMSF: Streamlining the audit process

Relative Return Insider: Understanding Middle East tensions and market tremors

IFA: Utilising the 'ethical lens' to drive business practices

Relative Return Insider: Public-private discussions and the future of markets

IFA: DBFO, CSLR and Mulino: What's ahead for the advice profession?

SMSF: EOFY super planning and tax strategies

Relative Return Insider: Weak GDP, rate cut expectations, and global tensions

IFA: 'Ignoring the noise': Navigating challenges through market volatility

Relative Return: The secret sauce of outsourcing

Relative Return Insider: Insights from London and a political reboot

IFA: 'Figure out the bottlenecks': Collaborating for the future

Relative Return: What it means to be a contrarian investor

SMSF: Media mayhem and Div 296

Relative Return Insider: Navigating rate cuts and global uncertainty

IFA: 'They're very, very careful': What's blocking ATO portal access?

Relative Return: Fixed income returns to centre stage

Relative Return Insider: Political shifts and what's next for financial services

Relative Return: What to consider when choosing a private debt fund

SMSF: The Div 296 battle continues

Relative Return Insider: Could the election landslide prompt more ambitious reforms?

IFA: Election aftermath: What a landslide Labor victory means for advice

Relative Return Insider: Crossing the federal election finish line

IFA: Navigating market volatility: How to contextualise the swings for clients

SMSF: Election countdown

Relative Return Insider: One last word – Jones on advice, reform and what comes next

IFA: Did Jones fix the 'hot mess'?

Relative Return Unplugged: 'The largest trade war in modern history'

IFA: Problems and promises – the profession's expectations for the next government

SMSF: Unpacking the Bendel decision

IFA: Angus Taylor on economic management and the path to 30,000 advisers

Relative Return Unplugged: Taylor outlines bold vision for financial services industry

Relative Return Unplugged: Liberation Day hits and markets react

IFA: How to prepare for the aged care reforms

Relative Return: Exploring the growing appeal of real estate debt

SMSF: Budget 2025: The implications for the SMSF sector

IFA: Taking a deep dive into DBFO 1.5 with Phil Anderson

Relative Return Unplugged: Unpacking the budget: Deficits, spending, and productivity risks

Relative Return: Small caps in the era of Trump 2.0

Relative Return Unplugged: Superannuation reforms, budget pressures, and economic uncertainty

IFA: Why there's cause to be optimistic about the future of advice

IFA: 'Massive opportunity for regrowth': How to revive the risk advice sector

SMSF: Overcoming challenges in auditing compliance

Relative Return Unplugged: The ripple effects of Trump's tariff tactics

IFA: 'Feeling like they're in control': Understanding the diverse needs of clients

IFA: 'The greatest bloody manipulation': What can be done about the CSLR?

SMSF: Part 2: Highlights from the SMSF Association National Conference 2025

Relative Return Unplugged: Is ASIC making super funds enemies with private market crackdown?

IFA: Advisers' key concerns leading up to the federal election

SMSF: Part 1: Highlights from the SMSF Association National Conference 2025

Relative Return Unplugged: RBA's rate cut – A cautious move or necessary relief?

IFA: 'Big win for the profession': The importance of education reform

SMSF: From politics to property: The first few weeks of 2025

Relative Return Unplugged: The growing consensus for a February rate cut

Relative Return: Climate investment goes mainstream

IFA: Navigating the complexities of cyber security in 2025

Relative Return Unplugged: What the Trump is he doing?

IFA: Leadership in a changing world – Trump's influence on DEI and beyond

SMSF: How digital advice can benefit the SMSF sector and Australia's growing appetite for financial guidance

Relative Return Unplugged: What the arrival of an AI challenger means for US tech stocks

IFA: Why firms bringing on PY advisers is vital for the future of advice

Relative Return Unplugged: Leadership in a changing world – Trump's influence on DEI and beyond

IFA: M&A trends and the Australian financial services landscape in 2025

SMSF: Litigation, legislation and retirement: What to expect from 2025

Relative Return Unplugged: The economic outlook for 2025

SMSF: Putting a bow on 2024 and understanding legacy pension conversions

Relative Return Unplugged: EXCLUSIVE – The Coalition's vision for financial advice with shadow minister Luke Howarth

IFA: Navigating the intergenerational wealth transfer

Relative Return Unplugged: Balancing economic and national security priorities

IFA: NCAs on the horizon: What does DBFO part 2 mean for advice?

SMSF: Last-minute legislative whirlwinds and their impacts on the SMSF sector

Relative Return Unplugged: Guillotine cuts RBA in 2

IFA: Key issues emerging from the Dixon/CSLR inquiry

Relative Return Unplugged: What is the impact of the CSLR?

IFA: Unlocking efficiencies in the financial advice process

SMSF: Navigating the cryptocurrency landscape

Relative Return Unplugged: Understanding global trends and local impacts

Top legislative issues impacting advice profession

Relative Return Unplugged: The global impacts of a week of Trump

IFA: Understanding the tax deductibility of advice fees

Relative Return: The 'stockpicker's dream' of SMID stocks

SMSF: How SMSFs can capitalise on a slowing economy

Relative Return Unplugged: The global ripples of a Trump sweep

IFA: How an advice framework can boost serviceability

Relative Return Unplugged: How will sticky inflation impact rates?

IFA: Navigating the complex world of aged care advice

SMSF: Highlights from the SMSF Adviser Technical Strategy Day

Relative Return Unplugged: What impact will the US election have for Australia?

Relative Return: Guiding clients through policy overhauls

IFA: Guiding clients through uncertainty

Relative Return Unplugged: Why are defence ETFs taking off?

Relative Return: Staying engaged with super

Relative Return Unplugged: Is the RBA's independence being tested?

IFA: Will the DBFO ever be legislated?

IFA: From research to reality: How Dawn Thomas aims to transform super for Generation Z

SMSF: Unpacking the data – what's happening in the SMSF sector from a statistical standpoint

Relative Return: The diversification benefits of real estate

IFA: AI in financial advice: Cutting through the hype and evaluating opportunities

IFA: Financial advice at the Olympics – Learning from the track

SMSF: Understanding planning and strategies for older clients

IFA: The future of single practitioner advice firms

SMSF: 'Adopting a holistic approach' – Dealing with estate planning nuances

IFA: Unlocking the potential of your CRM with Matt Esler

IFA: Finding the 'secret sauce' for advice firm operations

SMSF: 100th episode special – Peter Burgess on the glimmer of hope for $3m super tax changes

IFA: 'Milestone event': Inside the Entireti, AMP deal

Relative Return: The return to favour for fixed income

IFA: 'I'm really bullish on the profession': The opportunity to provide value

SMSF: How does an enduring power of attorney work with an SMSF?

Relative Return: Debunking index investing

IFA: Don't wait for the silver bullet of regulatory reform

Relative Return: A golden opportunity for investors

ifa: Navigating financial advice and finding a niche

SMSF: Understanding invalidity and SMSFs

IFA: Insights on the UK and Australian financial advice landscape

IFA: 'Sanity prevailed': How adviser action helped change the DBFO bill

SMSF: Regulatory round-up: The changes SMSF professionals need to know

Relative Return: Where MFS is seeing bond opportunities

The evolving landscape for advice platforms

Relative Return: Advisers' role in supporting the retirement transition

IFA: Understanding the regulatory costs impacting advice

SMSF: Taking a human-centric approach to SMSF lending

Relative Return: Changing perceptions on responsible investing

IFA: Insights from Insignia's Cable Rickard on evolution, expansion, and industry adaptation

Relative Return: Demystifying the use of hedge funds

IFA: Breaking down the impact of the CSLR

SMSF: The grey area of wholesale investor thresholds for SMSFs

Relative Return: What do fund managers look for in new hires?

IFA: The crucial role of client portals

Setting the scene of a small-cap fund

Relative Return: How advisers can use thematic ETFs in portfolios

IFA: How PPS Mutual is redefining insurance with CEO Michael Pillemer

Relative Return: Taking an ESG lens to active ETFs

IFA: The transformative power of data

SMSF: End of financial year contribution considerations

Relative Return: The long view – megatrends to watch

IFA: The changing preferences for advice across generations

Relative Return: The role of real estate in a portfolio

Relative Return: The appeal of global private credit

InvestorDaily Uncut: Navigating the evolving private equity landscape

SMSF: Budget special: Government provides little for advice and super

Relative Return: What can we learn from behavioural finance?

IFA: Streamlining the process of advice creation

SMSF: Looking beyond traditional property investment

Relative Return: Interest reignites in cash as an asset class

InvestorDaily Uncut: Exploring the strategic value of infrastructure investments with John Julian

SMSF: Will there be any change to division 296?

Relative Return: Government oversight critique: Taylor's views on QAR, industry super, and economic intervention

IFA: Why financial advisers should care about responsible investing

InvestorDaily Uncut: Exploring private credit trends with Gerard Hargraves from Challenger Investment Management

Relative Return: Remaining humble in asset management

InvestorDaily Uncut: Exploring the growth and potential of real estate private credit with Mark Power

SMSF: The importance of accurate property valuations

Relative Return: Building the foundations of a new asset manager

Relative Return: Supporting the financial services ecosystem

IFA: QAR bill and advisers as a political football

Relative Return: Solving the super technology problem

IFA: How to navigate challenges and seize the opportunities

SMSF: Innovation insights for advice firms to scale

Relative Return: Dissecting the Australian small caps market

IFA: Approaching financial advice like a barrister

SMSF: The benefits of commercial property

Relative Return: Challenging consumers' investment behaviour

IFA: CSLR's unanticipated cost and legacy burden on advisers

SMSF: Investing in specialised housing through an SMSF

Relative Return: Looking beyond the Magnificent Seven

SMSF: What to consider when investing in property

Relative Return: Making private credit accessible to retail investors

IFA: Financial advice and the gender pay gap

Women in Finance: Building a brand that lasts

Relative Return: How can financial services attract more women?

IFA: Utilising political capital wisely

SMSF: Part 2: Highlights from the SMSF Association National Conference

SMSF: Part 1– Highlights from the SMSF Association National Conference

IFA: From QAR to ASIC, what's making news this week

Relative Return: Lessons from growing an asset manager

IFA: FIFO to finance: A unique journey to advice

SMSF: Why trusts are not just for the wealthy

Relative Return: Gauging the economic influence of Swift's Aussie tour

IFA: Tax cuts, advice reforms, and ASIC oversight

Relative Return: Flying the flag for small caps

SMSF: The challenges for auditors in 2024

Relative Return: Will it be a boom year for Aussie equities?

IFA: Navigating financial goals and myths of younger Aussies

Relative Return: Why advisers are 'kingmakers' in the ETF space

IFA: 'The most important thing we do': embracing the client experience

SMSF: 'We deserve clarity': navigating NALE purgatory

Relative Return: Investing in a secure retirement

SMSF: What to expect from the year ahead

IFA: The AIOFP's new partnerships and programs

Relative Return: 2023 – A year of volatility and reform

IFA: 'Qualified advisers' and the fallout of the QAR reforms

SMSF: The top news and events of 2023

Relative Return: 'Qualified advisers' and the fallout of the QAR reforms

Relative Return: Navigating the ETF space

Responding to challenges in advice

SMSF: The pathway to increasing adviser numbers

Relative Return: Reaping the benefits of private markets exposure

IFA: Scale and service: What's behind a merger?

Women in Finance: How diversity provides a competitive advantage

Relative Return: Optimising portfolio construction decisions

IFA: Breaking down the first QAR draft legislation

Women in Finance: The power of having strong female role models

SMSF: Alternatives to the $3m super tax

Relative Return: Flying high with infrastructure investment

IFA: Super boutiques and the golden age of advice

Relative Return: A transparent look at Australian equities

IFA: Why advice is a people profession

SMSF: Why private credit should form part of your SMSF portfolio

Women in Finance: The importance of showcasing diversity at all levels

Relative Return: Differentiating a small cap fund

IFA: The Adviser Games – A unique take on PD days

Women in Finance: The Olympian financial planner balancing passion and profession

SMSF: Why cash flow is the lifeblood of your SMSF

Relative Return: How this UHNW family office expanded into funds management

IFA: The Olympian financial planner – Balancing passion and profession

Women in Finance: How Mortgage Choice is working to create inclusive workplaces

SMSF: SMSF lending and economic conditions

Relative Return: Building climate transition indices

InvestorDaily Uncut: Navigating financial services compliance: Insights from FSC and Objective

Women in Finance: Why Joanna James believes in visualising and emotionalising success

SMSF: The property possibilities for SMSFs

Relative Return: Dive deep into the future of financial advice with Minister Stephen Jones

IFA: The barriers to young Australians seeking advice

Women in Finance: Why Tanya Sale believes support is key to being a female leader

SMSF: Using data to empower clients

Relative Return: Slaying the inflation beast

IFA: Digital advice and its role in the future of the industry

Relative Return: A collective awakening on the retirement gap

IFA: How digital advice will enhance the client-adviser relationship

SMSF: Breaking down the Benchmark Report

Relative Return: Demystifying credit investments

IFA: The profit first model: Nurturing a culture of giving

Relative Return: Australia's leading role in private markets' uptake

IFA: Digital advice and the impact of the QAR

SMSF: Digital advice and the impact of the QAR

Relative Return: Why this is an exciting time for infrastructure

IFA: Decoding ASIC levies and retirement security

Relative Return: Does investing in China still stack up?

IFA: Exploring good advice and advocacy in financial advice

SMSF: How to handle longevity risk for retirees

Relative Return: Seeking global property opportunities

IFA: Unpacking the government's QAR response: Expert insights from Michelle Levy and Sarah Abood

SMSF: The rise of the Millennial SMSF trustee

Relative Return: Scaling up a new boutique

IFA: Embracing change and innovating advice with Nigel Baker

SMSF: What SMSFs need to know about crypto compliance

Relative Return: The acquisition opportunity in financial services

IFA: Why this professional remains optimistic about advice despite 'disappointing' levy increase

SMSF: Keeping on top of regulatory changes

Relative Return: The key to successful lending

IFA: Exploring opportunities and challenges in the advice market

SMSF: The shifting technology landscape

Relative Return: Selecting defensive Aussie equities

IFA: From AFA to a new era: Phil Anderson discusses the evolving advice landscape

SMSF: Should SMSF trustees invest in crypto?

Relative Return: Choosing the next thematic

IFA: Unlocking efficiency and engagement: The power of client portals in financial advice

SMSF: How to implement an outsourcing solution

Relative Return: Democratising access to top-tier global private markets

SMSF: How will the QAR affect access to advice?

Relative Return: Solving the retirement problem

IFA: QAR and the 'golden age of advice'

IFA: Addressing access to advice: Will QAR make a material difference?

Relative Return: Australia 'light years ahead' in property ESG

Relative Return: Lifting the mystery around mortgage trusts

IFA: How platforms can streamline quality of advice amid ongoing changes

SMSF: What does the QAR mean for SMSFs?

Relative Return: The smell test for ESG investment

IFA: What's in the government's QAR response?

Relative Return: Smooth sailing for sustainable manager

IFA: How to tackle the unmet advice needs of high-net-worth investors

SMSF: A guide to end of year SMSF tax planning

Relative Return: Lessons from the UK adviser landscape

Relative Return: Rebuilding Magellan

IFA: How advisers and digital tools can work together

SMSF: Responding to the rise in younger SMSF trustees

Relative Return: The prisoner's dilemma of financial markets

IFA: Why a digital advice association will benefit advisers

Relative Return: Welcome to a new era of structural inflation

IFA: Budget: A missed opportunity for advice when it's needed most?

SMSF: ***Budget special*** NALE changes fall short of industry expectations

Relative Return: Super funds have the fear

IFA: The shadow minister's unfiltered take on financial advice: QAR, FASEA, and Labor party's approach

Relative Return: Calling out the BS in ESG

SMSF: The ATO's latest activities

IFA: How to become B Corp certified

Relative Return: The real story behind financial services

IFA: What the experience pathway means for the industry

IFA: Why we must consider the human and social cost of legislation

InvestorDaily's ESG Summit Showcase: The state of ESG in Australia: An expert insight with Dugald Higgins

InvestorDaily Uncut: Climate - The crucial factor in client conversations about ESG

InvestorDaily Uncut: DDO, ESG and how the FSC and its members are tackling the challenges

InvestorDaily Uncut: Are you ready for the upcoming TMDs reviews?

InvestorDaily Meet the Manager: An inside look at Intermede and its investment philosophies

InvestorDaily Uncut: How this fintech is democratising private equity

InvestorDaily's ESG Summit Showcase: Why agricultural land should be taken seriously by investors

InvestorDaily's ESG Summit Showcase: How rising inflation affects ESG strategies

InvestorDaily's ESG Summit Showcase: How younger investors are leading the way in ESG

InvestorDaily's ESG Summit Showcase: Making ESG reform a winner for investors

InvestorDaily's ESG Summit Showcase: Australia's quest for net zero by 2050

InvestorDaily's ESG Summit Showcase: Big companies do care about the environment

InvestorDaily's ESG Summit Showcase: Australia's journey to net zero

InvestorDaily's ESG Summit Showcase: Going green and staying green: How to maintain a healthy portfolio

SPECIAL EPISODE: Introducing Cyber Security Uncut, with MAJ GEN (Retd) Marcus Thompson and Phil Tarrant

SPECIAL EPISODE: Breaking the stigma surrounding mental health with David Coleman, Assistant Minister for Mental Health and Suicide Prevention

InvestorDaily Uncut: Where's the Westpac smoking gun?

InvestorDaily Uncut: AGM puts AMP's back against the wall

InvestorDaily Uncut: AMP's demerger ploy

InvestorDaily Uncut: Super cut on the chopping block

Investor Daily Uncut: Superannuation affray amidst vaccine delays

Investor Daily Uncut: Can AMP's new boss turn things around?

Investor Daily Uncut: Has De Ferrari hit the road?

Investor Daily Uncut: When will the big banks pay their dues?

Investor Daily Uncut: Why AMP's Ares deal could still fall through

Investor Daily Uncut: Industry super's day in court

Investor Daily Uncut: AMP's smart scale play

Investor Daily Uncut: Does Tim Wilson have the right idea?

Investor Daily Uncut: What's next for AMP?

Investor Daily Uncut: When is an ethical fund not ethical?

InvestorDaily's ESG Summit Showcase: Russell Investments' James Harwood on the evolution of ESG in the boardroom

InvestorDaily's ESG Summit Showcase: Praemium's Michael Ohanessian on the changing face of ESG

InvestorDaily Uncut: Hume's plans for super

InvestorDaily Uncut: 2021 outlook

InvestorDaily Uncut: Harassment allegations at IOOF

InvestorDaily's ESG Summit Showcase: Fidelity's Kate Howitt on the future of ESG

InvestorDaily Uncut: How much value do IFAs deliver to clients?

InvestorDaily Uncut: Where did AMP go wrong?

InvestorDaily Uncut: Big business beware after a year of social upheaval

InvestorDaily Uncut: Climate change lights a fire under Australian finance

InvestorDaily Meet the Manager: Why finance can build a better future

InvestorDaily Uncut: As the super wars heat up, can either side be trusted?

InvestorDaily Uncut: Westpac prepares for AGM showdown

InvestorDaily Uncut: Are super insider trading claims baseless?

InvestorDaily Uncut: Who regulates the regulator?

InvestorDaily Uncut: Why ASIC is investigating super fund executives

InvestorDaily Uncut: How the industry funds are spending millions in member money

InvestorDaily Uncut: Why Ares is gunning for AMP

InvestorDaily Uncut: Why ASIC's top dogs had to go

Investor Daily Uncut: Will the big four return to wealth?

Investor Daily Uncut: Why Vanguard wants a piece of the super pie

Investor Daily Uncut: AMP cuts more jobs

Investor Daily Uncut: Why Westpac paid the price

Investor Daily Uncut: Are day traders playing with fire?

Investor Daily Uncut: Are industry funds answering the hard questions?

Investor Daily Uncut: AMP for sale?

Investor Daily Uncut: IOOF eyes the top spot

Investor Daily Uncut: Why Boe had to go

Investor Daily Uncut: AMP's handling of sexual misconduct allegations

Investor Daily Uncut: Second wave implications of COVID-19

InvestorDaily Uncut: Is the federal government providing enough fiscal support?

InvestorDaily Uncut: Fresh approach to income needed in volatile times

InvestorDaily Uncut: Introducing the Portfolio Service

InvestorDaily Uncut: The value of multi-asset investing