Financial Standard Podcast

Beyond uplifting clients’ financial futures, Shadforth Financial Group private wealth adviser Finn Dorney is a passionate contributor to his community and helps the younger generation get excited about their financial wellbeing.

In this episode, Link Wealth Group senior financial adviser Billy Norman explains how he interacts with his clients and highlights the importance of implementing a bigger picture when providing financial advice. Additionally, he is also focusing on broadening access to private markets for retail investors, while developing a new private wealth arm. Tune in to listen to the conversation.

FS Power50 debutant Green Associates senior financial planner and director Trina Wood is passionate about ‘showing and sharing’ the value of advice in people’s lives. On top of dedicating her time to helping clients thrive, she also uplifts others in her local community.

Launching two years ago, Fradley Advice has quickly become the trusted practice for complex financial and life matters, such as aged care and retirement. Specialist financial adviser Nathan Fradley tells how he strives to provide empathetic and human-focused advice.

Michael Bova of Family Wealth Advisory discusses how he is approaching private market allocations for clients and key risks shaping adviser decisions on the asset class.

The controversial Division 296 superannuation tax passed through both houses of parliament in March and will take effect from July 1 this year. From that date a 30% tax rate will apply on earnings from superannuation balances between $3 million and $10 million. For balances over $10 million a 40% tax rate applies.Viridian Advisory senior financial adviser Amanda Ragkousis joined the Financial Standard podcast to talk about how she is helping clients prepare ahead of July 1.

After analysing over 400,000 self-managed super funds and their performance in FY24, Adelaide University and the SMSF Association found that over rolling five-year periods SMSFs tend to outperform APRA-regulated funds by about 1.1%. Why? Because the data demonstrates they’re resilient in the face of market uncertainty, owing largely to a more conservative asset allocation.But there are other factors that contribute to an SMSF’s performance, and together they’re driving record numbers of establishments as Australians look to take more control of their super.In this episode, Adelaide University senior lecturer George Mihaylov and SMSF Association chief executive Peter Burgess discuss the findings, the emerging trends shaping the future of the SMSF sector and the value that professional financial advice can add.

The intensifying conflict with Iran has pushed oil prices sharply higher, triggered heavy selling and unsettled global markets.But this is not the first time a major global event has rattled markets and likely won’t be the last. So how do you keep your clients calm during times of intense uncertainty?Townsend & Cobain founding partner Tim Townsend joined the Financial Standard podcast to share his thoughts on navigating clients through the storm.

Despite global sustainable funds recording more than US$80 billion in net outflows in 2025, Australia and New Zealand are bucking the trend and continue to attract new capital.In this episode, Australian Ethical deputy chief investment officer John Woods unpacks how ESG investing is evolving in 2026, explaining why there's still plenty of opportunities out there for sustainable investors, the importance of transparency, and the need for a reliable ESG fund labelling system.He also breaks down Australian Ethical’s approach to investing in emerging markets, and how it's looking at renewables, climate tech, private credit, and solar‑driven infrastructure.

Emerging markets staged a powerful comeback in 2025 – but is the rally built to last? Robeco senior portfolio manager Michael Lin shares his views on what he expects for the asset class in 2026.

From valuations and capex to demand and real world deployment, Kieran Moore portfolio manager at Munro Partners discusses the main themes shaping the AI trade.

Principal Asset Management head of alternative credit Tim Warrick says central banks around the world are providing a more “accommodated” policy, leading to a promising year ahead for private credit. In turn, he warns that investors should be cautious with the pricing component and increased accessibility, as improved liquidity can unintentionally flip the sector into a more ‘public-like’ market.