Financial Standard
213 episodes listed below
Calm context for Australian wealth management.
Financial Standard Podcast follows the practical questions facing Australian wealth management professionals. Episodes pair Financial Standard journalists with advisers, fund leaders, researchers, and investment executives to clarify policy shifts, client behaviour, market stress, and practice strategy.
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Financial Standard Podcast is a professional interview series focused on the mechanics of Australian wealth management. It is less interested in market theatre than in what advisers, funds, researchers, and investment leaders do when rules change or clients become uneasy. Recent conversations have covered retirement planning, portfolio construction, Division 296, SMSF performance, intrafund advice, ESG, family business succession, and client communication during market shocks. The pace is measured. A journalist frames the issue, a guest explains the detail, and the episode gradually brings the topic back to practical consequences. That structure suits complex subjects. A discussion about superannuation tax becomes a conversation about estate planning, family members, accountants, and future bills. A market volatility episode turns toward proactive contact and the emotions clients may not be voicing. A retirement advice episode distinguishes human intrafund advice from digital advice without making the listener wade through unnecessary abstraction. The show often returns to a few core ideas: planning ahead, explaining trade-offs, staying calm, and matching advice to life stage. It also gives airtime to the business of advice itself. Guests talk about long client relationships, family firms, succession, practice values, and the work of building trust. The result is not flashy. It is useful, orderly, and grounded in the language of the profession. Listeners hear how policy lands in client files, how research changes assumptions, and how advisers think through uncertainty before it becomes a panic call. The Australian lens is central, especially around superannuation, SMSFs, tax settings, and responsible investing. The show works best for people who already care about the wealth management landscape, but it remains accessible because the questions keep pulling technical points back into everyday consequences. It is a steady briefing table for finance professionals who want context they can actually use.
Made for: Designed for Australian wealth management professionals, advisers, superannuation specialists, investment industry readers, and financially literate listeners tracking policy and practice change. It also suits curious outsiders who want a grounded view of how advice conversations work.
What sets it apart: The show connects technical finance developments to adviser-client realities: retirement income, tax bills, estate planning, member access, and market anxiety. Its value is in the practical translation, not in prediction or spectacle.
The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
LIC discounts meet SMSF methodology here, so your finance curiosity should bring its reading glasses.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A clear look at how super fund advice, intrafund advice, and digital advice differ.
The episode presents a practical discussion of super fund advice, with Jessica Lui of Unisuper explaining how Australians can use their super fund for guidance on super, retirement, and broader financial matters.
A clear look at why SMSF performance varies, and how advice fits into the result.
This episode treats SMSF performance as a question of why the gap opens between stronger and weaker funds, rather than a simple check on whether the sector comes out ahead.
A clear primer on why similar listed structures can behave very differently.
LICs and LITs are explained in a way that makes their differences easy to follow. What may seem like two similar listed structures turns out to diverge in design, tax treatment, and the route income takes to investors.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Financial Standard host Vinnie interviews Dawn Thomas of The Wealth Designers about authenticity, client connection, financial literacy and the future of advice.
Financial Standard host Riddhi interviews Sheila Kabakungan, Principal Financial Planner and owner of Wealth Forum, about advising migrant families through cultural and financial decisions.
This episode features an interview with financial advisor Aaron Kane discussing his career journey into financial planning, influenced by his father's business and his own educational path.
This episode discusses how financial advisors are preparing clients for the new Division 296 superannuation tax in Australia, focusing on education strategies and options like CGT reset.
Financial Standard speaks with Jessica Lui, a Senior Private Client Advisor at Unisuper, about advice inside super funds.
SMSF performance is the question on the table.
This episode features an interview with financial advisor Roger Parrott, who discusses his career journey, work with high net worth clients, and how his passion for sailing unexpectedly led him into financial advising.
A financial journalist interviews a wealth management expert on how to keep clients calm during market turmoil caused by geopolitical events.
A financial advisor discusses running a family business and financial advice practice in Australia.
This episode explores the evolving landscape of ESG investing in 2026, featuring an interview with Australian Ethical's Deputy Chief Investment Officer John Woods about trends, financial performance, and regulatory challenges.
This episode discusses the increasing regulatory challenges for financial advisers in Australia, focusing on the CSLR levy and other reforms, with insights from Phil Anderson of the FAAA on priorities for 2026.
An interview with Michael Lin from Robeco discussing the strong performance of emerging markets in 2025 and whether it signals a long-term inflection point.
An interview with Jeremy Hall of Brookfield Private Wealth discussing the role of alternative assets in stabilizing portfolios during market turbulence.
A discussion on whether AI is a bubble or a structural investment opportunity, featuring a portfolio manager's perspective.
An interview with a fixed income expert discussing the performance and outlook for defensive asset classes like fixed interest in 2025.
An interview with Tim Warwick, Head of Alternative Credit at Principal Asset Management, discussing the performance and outlook of private credit markets globally and in Australia.
This episode features an interview with financial advisor Subhojan Rosiah, who discusses the evolving financial advice industry, his business philosophy centered on helping clients align money with their values and purpose, and the bright future for the sector despite recent challenges.
A year-end reflection on major market themes, focusing on AI as an investment megatrend, featuring an interview with an AI research expert.
A journalist interviews a portfolio manager about the performance of Australian equities in 2025, discussing sector trends and investor behavior.
Two academics discuss which asset classes performed best for investors who invested $1,000 in 2010, based on their research.
Karen Vergara frames LICs and LITs as established parts of the listed securities universe.
A panel discussion on the rise of private credit, its role in portfolios, and due diligence tips for advisors.
An interview with a financial analyst discussing the RBA's interest rate decisions and inflation outlook in Australia.
An interview with Phil Anderson about regulatory issues and the upcoming FAAA Congress for Australian financial advisers.
An interview with a portfolio manager analyzing the 2025 reporting season on the ASX, discussing volatility, sector performance, and earnings trends.
An interview with Morningstar analyst Sean Lerr discussing private equity bids for ASX-listed wealth manager Insignia Financial.
An interview with an economist explaining the nuances of US national debt figures and their sustainability.
This episode explores how asset managers can invest in AI companies and use AI to shape investment strategies, featuring an interview with an AI researcher.
An interview with Eric Murray from Orbis Investment Management discussing their contrarian investment strategy and analysis of Nintendo's stock following the Switch 2 launch.
An interview explaining what managed accounts are and their role in Australian wealth management.
An interview with JP Morgan's Global Head of ETFs about the rise of active ETFs in Australia and globally.
This episode discusses the draft Payday Super legislation in Australia, featuring an interview with Tony Greco from the Institute of Public Accountants about industry submissions and potential impacts on small businesses.