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.

Chalmers hands down 2025–26 budget

treasury/Jim-Chalmers/Budget/

| By Staff |

Financial planning

Treasurer Jim Chalmers has handed down the federal budget for 2025–26 with a focus on retaining stability and certainty for the financial services sector.

AUTHOR

Infocus unveils new adviser partnership model

infocus/infocus-wealth-management/financial-advice/

| By Jasmine Siljic |

Financial planning

National advice licensee Infocus has revealed a new integrated business model that seeks to partner with financial advisers and support scaleable growth in their practices.

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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Boutique practices confront prospect of scaling advice

Zenith/managed-accounts/scale/scaled-advice/

| By Laura Dew |

Financial planning

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact on their business.

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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What will need to be included on new DBFO advice documentation?

quality-of-advice-review/

| By Laura Dew |

Financial planning

The government has shared further details about how the Statement of Advice replacement documentation will look under Delivering Better Financial Outcomes legislation.

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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Vanguard seeks to increase global equity ETF range

ETFs/vanguard/international-equities/

| By Laura Dew |

Funds management

Vanguard has indicated it is actively trying to meet the demand for international ETFs with its next ETF launches sitting in this space.

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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MSC Group makes internal promotion to COO

Australian-Executor-Trustees/fund-trustees/MSC-Trustees/appointments/

| By Laura Dew |

People & Products

Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.

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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Global insurance platform takes majority stake in Aussie advice group

financial-advice/M&A/

| By Laura Dew |

Financial planning

Financial advice group Wealth Architects has seen a global insurance platform cquire a majority shareholding, the latest in overseas companies taking an active interest in the Australian financial advice industry.

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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The value of Australia to overseas ETF providers

ETFs/APAC/Asia-Pacific/State-Street/

| By Laura Dew |

Funds management

Industry commentators are divided about Australia’s appeal for ETF launches by overseas fund managers, with some viewing it as a gateway to Asia-Pacific while others are valuing its unique characteristics.

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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