In the latest episode of The ifa Show, Ben Walsh, principal research consultant at WealthVantage Partners, joins host Keith Ford to break down the corporate regulator’s new report on the private credit market and highlight the main areas that financial advisers need to understand.

Walsh delves into the report's detailed examination of the industry, emphasising the need for greater transparency and scrutiny, particularly regarding special purpose vehicles, fee disclosures, and product labelling.

Tune in to hear:

• Why advisers need to conduct thorough due diligence and not rely on any third party when recommending private credit to clients.
• The danger of private credit funds often being mislabelled as “defensive exposure” despite the illiquid nature of their underlying assets.
• Why advisers shouldn’t be considered gatekeepers, and more onus needs to be on the fund managers themselves.

In the latest episode of The ifa Show, Mazi Wealth financial adviser Deline Jacovides joins host Keith Ford to delve into the complexities of making financial advice more accessible and why accessibility extends beyond simply trying to deliver advice at the lowest cost possible.

Jacovides explains that she believes making advice more accessible includes utilising diverse delivery methods like ad hoc services that may appeal to clients who may not require continuous engagement, while also requiring government action to reduce the cost burden on financial advisers.

Tune in to hear:

• Why transparency and education are crucial to bridge the gap between client expectations and the true cost of financial advice.
• How clients who have engaged with online “finfluencer” content often have some level of foundational financial literacy.
• The role of technology in streamlining operations and enhancing the efficiency of advice delivery.
• Why fixing the onerous statement of advice process should be the top priority in advice reform.

In the latest episode of The ifa Show, host Keith Ford is joined by Shail Singh, lead ombudsman for investments and advice at AFCA, for a deep dive into two of the most complex – and crucial – pillars of financial consumer protection: the Australian Financial Complaints Authority and the Compensation Scheme of Last Resort.

From resolving disputes early and rebuilding client relationships to tackling large-scale cases like Dixon Advisory, Singh sheds light on how AFCA operates and the challenges posed by mounting case volumes.

The discussion also unpacks the role of the CSLR in firm failures, deadline-driven complaint surges, and the often-confusing treatment of self-managed super funds under retail versus wholesale classifications.

Hear about:

• AFCA’s approach to resolving disputes and why early resolution is encouraged.
• The challenges of the CSLR in handling firm failures and complaint deadlines.
• What advisers need to know about SMSF classifications, multi-party disputes, and managing risk.