Relative Return: What to consider when choosing a private debt fund
In this episode of Relative Return, host Laura Dew chats with Andrew Lockhart, managing partner at Metrics Credit Partners, about the case for private debt, a fast-growing asset class gaining attention from advisers. Listen as they discuss: The role private debt can play in a diversified portfolio. ASIC’s recent private markets report and potential implications. How Metrics mitigates possible risks to investors. The characteristics of private debt in Australia versus global exposure. The factors to consider when selecting a private debt fund. Metrics Credit Partners Pty Ltd ABN 27 159 646 996 AFSL 416 146 (Metrics) makes no representation or warranty with respect to the accuracy, completeness or currency of the content. The content is for educational purposes only and is not intended to provide you with financial advice. It has been prepared without taking into account your objectives, financial situation or needs. Independent advice should be obtained from an Australian financial services licensee before making investment decisions. To the extent permitted by law, Metrics excludes all liability for any loss or damage arising in any way due to or in connection with the publication of this content, including by way of negligence. Past performance is not a indicator of future performance. All investments contain risk and may lose value.
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34:31
SMSF: The Div 296 battle continues
With Labor winning the election with a clear majority, the SMSF sector is now once again poised for battle over the controversial Division 296 tax. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn sit down with SMSF Association CEO Peter Burgess to talk about the implications of the election results, what it may mean going forward, and the association’s plans to convince the elected politicians on the adverse outcomes of the tax. The podcast will also delve into the latest draft DBFO legislation and how the proposed changes may affect advisers specialising in SMSFs. Listen as they discuss: The election results and the impacts it will have on legislation. Time frames for the legislative process. Strategies going forward in lobbying the government. The DBFO draft legislation.
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37:31
Relative Return Insider: Could the election landslide prompt more ambitious reforms?
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack the political and economic implications of the Labor’s sweeping election victory and how much the Liberal Party’s economic strategy played a role in the wipeout. Oliver suggests the result reflects a rejection of extremism and a renewed appetite for centrist governance, potentially giving Labor the room to pursue more ambitious reforms in areas like taxation and productivity. Tune in to hear: How avoiding a Labor–Greens minority government has reassured investors. Why the Coalition suffered from a campaign full of confused messaging and unpopular policies. The effect of flip-flopping trade policies in the US on business confidence. Expectations for interest rate cuts are expected over the rest of 2025.
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IFA: Election aftermath: What a landslide Labor victory means for advice
In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the implications of Labor’s sweeping electoral victory for the financial advice sector. Marshan explains what the heavy majority means for financial legislation, including what the potential ministerial candidates could bring to the table that could influence the pace and direction of regulatory reform. Listen as they discuss: Why the appointment of the next financial services minister will be pivotal. How proposed policies like the $3 million super tax could impact the tax system and the potential unintended consequences. What the options are for the Treasury portfolio on the opposition’s side.
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Relative Return Insider: Crossing the federal election finish line
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a final look at the lay of the land ahead of the federal election as the latest polls predict a Labor victory, and what that could mean for Australians going forward. YouGov has projected Labor as securing an outright majority when the polls close on Saturday, which would be a considerable turnaround from the situation just a few months ago. The Coalition has sought to claw back into the race with the release of its election costings, but with millions already voting early, it might be too late. Tune in to hear: Why Trump-lite tactics may have backfired on Peter Dutton. What the S&P Global warning that Australia’s AAA credit rating may be at risk means for government budgeting. Whether a minority government is still in sight.
Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, 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 is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry.
Investor Daily Uncut is your essential guide to the biggest news and headlines in financial services this week. Join the Investor Daily team for a wrap of the top stories and what they mean for the industry, markets and the economy.
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.
The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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