The ifa Show

Dec 10 2024 267 ep. 25 mins 37
The ifa Show Podcast artwork

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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Navigating the intergenerational wealth transfer

Dec 10 2024 31 mins  
In this episode of The ifa Show, host Keith Ford is joined by Kylie Denton, the owner and director of Performance Advisory Group, to explore how advisers can navigate the complex landscape of the intergenerational transfer of wealth and engage with different generations of clients. Denton explains why financial advisers need to start thinking about how they will connect with this

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

Dec 03 2024 35 mins  
In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down Financial Services Minister Stephen Jones’ latest update on the Delivering Better Financial Outcomes (DBFO) reforms and how the new class of adviser (NCA) is set to operate. Details have been short on the second tranche of the DBFO and the delays have been lengthy, but the minister has prov

Key issues emerging from the Dixon/CSLR inquiry

Nov 26 2024 55 mins  
In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic are joined by Money Management editor Laura Dew to dissect some of the submissions that industry stakeholders have made to the Senate’s Dixon Advisory inquiry. Submissions for the Senate inquiry into failure of wealth management companies and the impact on the Compensation Scheme of Last Resort (CSLR)

Unlocking efficiencies in the financial advice process

Nov 19 2024 33 mins  
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution at CFS, and Recep Peker, Managing Director of Empower Business Advisory, to explore the findings of the firms’ recent Advice Practice Profitability Report. Quirk and Peker break down the report’s most important insights for advisers, from the way practice ineff

Top legislative issues impacting advice profession

Nov 12 2024 30 mins  
In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the Delivering Better Financial Outcomes legislation and Liberal senator Andrew Bragg’s admonishment of the government for the ever-extending timeline to deliver a draft of the legislation. Together, the pair delve into the potential impact of Australia’s 2025 fed

Understanding the tax deductibility of advice fees

Nov 05 2024 42 mins  
In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at Tangelo Advice Consulting, to discuss the ATO’s final determination on tax deductibility of advice fees and how advice firms can put the changes into practice to benefit their clients. Travers explains how the new guidance works, what has changed from the draft dete

How an advice framework can boost serviceability

Oct 29 2024 26 mins  
In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability. Neilson discusses the role of technology in improving effic

Navigating the complex world of aged care advice

Oct 22 2024 31 mins  
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by specialist financial adviser Nathan Fradley to discuss the growing importance of aged care advice in Australia as the population gets older, and the need for specialised knowledge to successfully handle complexities of Australia’s aged care system. Fradley discusses his journey to aged care advice, the cha

Guiding clients through uncertainty

Oct 15 2024 39 mins  
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the increasingly complex financial landscape shaped by evolving superannuation and tax policies. Together, they explore the key challenges these changes present for advisers and

Will the DBFO ever be legislated?

Oct 01 2024 34 mins  
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa deputy editor Keith Ford to discuss a range of issues within the financial advice space, including the opposition’s strong statement on delays to implementing the Quality of Advice Review’s (QAR) recommendations. The pair delve into shadow financial services minister Luke Howarth’s criticism of the