Portfolio Construction Guide 2025: A comprehensive guide to portfolio construction for financial year 2024–25

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Welcome to our Money Management special report, where we explore and demystify five asset classes for financial advisers.

This report is divided into five chapters, each featuring insights from a manager specialising in their respective field. Our partners provide analysis on the performance of their asset classes, their integration into client portfolios, and the current opportunities they observe.

Specifically, this e-book will cover:

  • Global equities with Capital Group 
  • Commercial real estate opportunities with Metrics Credit Partners 
  • Global private credit with Pengana Capital Group 
  • Australian small-cap equities with Maple-Brown Abbott 
  • Retirement income with Allianz Retire+

On behalf of Money Management and our partners, we hope you enjoy this report.

Partnered by
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An Interview with David Koch, Money Management founder

As we approach Money Management's 30th Anniversary gala, Managing Editor, Mike Taylor, sat down with media heavyweight and Money Management founder, David Koch, to trace the genesis of Australia's longest-running financial services publication, and the colourful personalities that have shaped the industry.

As we approach Money Management's 30th Anniversary gala, Managing Editor, Mike Taylor, sat down with media heavyweight and Money Management founder, David Koch, to trace the genesis of Australia's longest-running financial services publication, and the colourful personalities that have shaped the industry.

Govt eases advisers' CSLR pressure with expansion to super

CSLR/compensation/treasury/

Financial advisers will have to pay around $10.4 million of the impending $47.3 million CSLR special levy but Treasury has expanded the remit to also include super fund trustees and other retail-facing sub-sectors.

AUTHOR

SIAA rejects ‘unnecessary’ FSC practicing certificate proposal

siaa/FSC/AFSL/financial-advisers/

Recommendations by the FSC around implementing a practicing certificate framework for advisers would be burdensome and add little value for AFSLs, according to SIAA.

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AUTHOR

AZ NGA acquires latest Sydney advice practice

AZ-NGA/M&A/Sydney/advice-firm/acquisition/

AZ NGA has acquired Sydney-based advice and wealth management firm Financial Decisions, allowing its CEO to step back and focus on providing advice.

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AUTHOR

Nuveen expands Aussie access to REIT strategy

Nuveen/REIT/real-estate-fund/

| By georgie preston |

Nuveen has made its private real estate strategy available to Australian wholesale investors, democratising access to a typically institutional asset class.

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RBA makes final 2025 rate decision

RBA/monetary-policy/PIMCO/T.-Rowe-Price/bonds/fixed-income/

The RBA has made its latest interest rate decision at the the final monetary policy meeting of 2025.

AUTHOR

ASIC sues Diversa Trustees over First Guardian deficiencies

ASIC/trustees/

ASIC has commenced civil penalty proceedings in the Federal Court against superannuation trustee Diversa Trustees, regarding the First Guardian Master Fund.

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What can we learn from 2025’s exam sittings?

adviser-exam/ASIC/py/new-entrants/adviser-numbers/

Greater consistency across the ASIC adviser exam has helped boost the number of first-time candidates this year with many opting to sit before undertaking a Professional Year.

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AMP launches investment series with two fund managers

amp/amp-north/Dimensional-Fund-Advisors/fund-managers/

AMP has partnered with Dimensional Fund Advisors and SouthPeak IM to launch a suite of investment solutions aimed at expanding retail access to traditionally institutional funds.

AUTHOR

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