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

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.

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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.

Building trust imperative to retaining intergenerational wealth

netwealth/intergenerational-wealth/wealth-transfer/

| By Jasmine Siljic |

Financial planning

As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Decoding determinations: Understanding the FSCP decisions

FSCP/ASIC/enforcement/

| By Laura Dew |

Financial planning

As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Adviser feedback shapes latest TAL ethics courses

ethics/code-of-ethics/CPD/financial-advice/

| By Laura Dew |

Financial planning

TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Link Wealth seeks to grow financial literacy program

new-entrants/financial-literacy/financial-advice/students/

| By Jasmine Siljic |

Financial planning

Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.

AUTHOR

Jasmine Siljic

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Strengthening defences: What’s next for private credit?

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Partner Article

Our partner businesses are invited to pen articles that offer unique insight from within the industry for the benefit of our readers. If you read something you would like to learn more about you can contact our partners direct or we are happy to put you in touch.

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Adviser demand central to new ETF launches

ETFs/financial-advisers/product-launch/

| By Jasmine Siljic |

Funds management

With GCQ Funds Management and Lakehouse Capital making their recent ETF debuts, the two fund managers unpack why financial advisers are essential to their respective launches.

AUTHOR

Jasmine Siljic

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The steep bonuses advisers received from ‘cookie cutter’ advice

bonuses/statement-of-advice/federal-court/financial-advice/

| By Laura Dew |

Financial planning

Advisers at DOD Bookkeeping, which received an $11 million penalty last week, received as much as 40 per cent of their remuneration via a bonus when clients purchased a property via a SMSF, according to court documents.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Perpetual Wealth Management looks to Ords for adviser hires

Perpetual/Perpetual-Private/ord-minnett/financial-advisers/

| By Jasmine Siljic |

Financial planning

Perpetual Wealth Management has hired two advisers from Ord Minnett as part of five hires, just weeks after the rival firm announced it had picked up six from Perpetual Private.

AUTHOR

MARKET INSIGHTS

So we are now underwriting criminal scams?...

UGC to blame for 'eyewatering' CSLR cost increase

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

Stephen Jones to retire

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

Adviser sees registration suspended over ROA usage

5 months ago

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

Download now

An Interview with David Koch, Money Management founder

Building trust imperative to retaining intergenerational wealth

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Decoding determinations: Understanding the FSCP decisions

AUTHOR

Laura Dew

Laura 's social profiles:

Adviser feedback shapes latest TAL ethics courses

AUTHOR

Laura Dew

Laura 's social profiles:

Link Wealth seeks to grow financial literacy program

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Strengthening defences: What’s next for private credit?

AUTHOR

Partner Article

Partner 's social profiles:

Adviser demand central to new ETF launches

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

The steep bonuses advisers received from ‘cookie cutter’ advice

AUTHOR

Laura Dew

Laura 's social profiles:

Perpetual Wealth Management looks to Ords for adviser hires

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Never miss the latest news and developments in wealth management industry

Strengthening defences: What’s next for private credit?

Diversify to defend wealth amidst rising volatility

Navigating the AT1 hybrids transition

Small caps: An election trump card for 2025?

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