The ifa Show

By: Momentum Media
  • Summary

  • 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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Episodes
  • Election aftermath: What a landslide Labor victory means for advice
    May 7 2025

    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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    47 mins
  • Navigating market volatility: How to contextualise the swings for clients
    Apr 30 2025

    In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting.

    As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. According to Nielson, the best way to manage concerned clients is to reach out proactively and ensure they know their adviser is in it with them.

    Listen as they discuss:

    • Demystifying the broader implications of market volatility for clients.
    • The difference a few days can make in periods of rapid change.
    • How to use unpredictable events as a tool to shift clients’ mindset.
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    33 mins
  • Did Jones fix the ‘hot mess’?
    Apr 23 2025

    In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Delivering Better Financial Outcomes reforms.

    In what was possibly his last address in front of an advice audience ahead of his retirement from politics, Jones outlines what he achieved over his three years in the role and how the Labor government plans to deliver on what he couldn’t if they are successful at the upcoming election.

    Tune in to hear about:

    • How the education standards reforms will help the profession recover its numbers.
    • What is being done to address the Compensation Scheme of Last Resort.
    • The role of the new class of advisers in bridging the advice accessibility gap for retiring Australians.
    • Why an extra six months would have done the trick.
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    41 mins

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