GFM Wealth Advisory

18/05/2026

We’re excited to share our 14th Podcast! In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner Sam Eley are joined by Cory Martin, Chief Executive Officer, Executive Director, and Portfolio Manager at Barrow Hanley Global Investors, for an in depth conversation on global investing.

With an investment heritage dating back to 1979, Barrow Hanley is known for its disciplined, value-driven approach—focusing on companies that are both attractively priced and improving in quality and outlook.

In this conversation, Cory shares how that philosophy has remained consistent across decades of market cycles, how the team balances value and quality, and why diversification beyond the market's most concentrated areas is increasingly important today.

They also explore the widening gap between value and growth, the risks of concentration in large US technology stocks, and where Barrow Hanley is identifying compelling opportunities across global markets.

Listen or watch the full Podcast:
Listen on Spotify: https://open.spotify.com/episode/3dbWS44BgqwDMi8569YS12
Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/meet-the-manager-barrow-hanley-global-investors/id1782019551?i=1000767790394
Watch on YouTube: https://youtu.be/ah5TPtk5YMQ

15/05/2026

On Monday, we hosted our Estate Planning lunch seminar at Leonda by the Yarra. Our special guest presenter was Rowdy Johnson, Practice Leader at Moores.

The seminar focused on a range of Estate Planning topics, including wills, the significance of asset ownership, what assets are covered by a will, the roles and application of Powers of Attorney, superannuation, family trusts, and estate disputes.

This seminar was extremely popular, and the feedback was excellent. Everyone appreciated the opportunity to attend such a valuable and insightful presentation. Thanks again to Rowdy!

Estate planning is complex, and it is essential to review your estate plan regularly.

07/05/2026

We’re excited to share our 13th Podcast! In this episode, Managing Partner Paul Nicol is joined by Jai Mirchandani, Founder, Chief Investment Officer and Portfolio Manager at ELM Responsible Investments.

Together, they explore the evolving world of responsible and sustainable investing—what it really means in practice, how it’s applied in portfolio construction, and why it’s becoming an increasingly important consideration for investors.

From founder-led businesses to global compounders, this is a conversation about investing with both purpose and precision.

Listen or watch the full Podcast:

Listen on Spotify: https://open.spotify.com/episode/6PP67POhLyZtMMeRjG3mBC
Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/meet-the-manager-elm-responsible-investments/id1782019551?i=1000766533200
Watch on YouTube: https://youtu.be/P_dmIUoh2Ug

26/03/2026

We are excited to share our 12th Podcast! In this episode, Senior Partner Patrick Malcolm is joined by Campbell McComb, Managing Director of Pier 12 Capital, for an in depth conversation on private asset investing.

Campbell breaks down private equity as an asset class, the key characteristics Pier 12 looks for in potential investments, and how the team works closely with portfolio companies to actively create value. The discussion also explores recent portfolio activity, emerging trends in the private equity market, and the broader outlook for the sector.

Campbell shares insights into how Pier 12 balances deep involvement with investee businesses while maintaining disciplined valuation processes and a strong focus on long-term returns.
Listen or watch the full Podcast:

Listen on Spotify: https://open.spotify.com/episode/0vs1fjQH2gfLwiWT06ocZW

Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/meet-the-manager-pier-12-capital/id1782019551?i=1000757194874

Watch on YouTube: https://youtu.be/ZeZzNAVqwzk

25/03/2026

We were delighted to host our 23rd Annual Golf Day at Riversdale Golf Club on Friday, 20 March 2026, joined by many of our keen golfing clients. With perfect weather and the course presented in excellent condition, it was a fantastic day enjoyed by all.

It was also great to welcome several new players this year, adding to the strong sense of community and friendly competition that defines this event each year. Thank you to everyone who joined us and helped make the day such a success.

🏆 Congratulations to our winning team — Greg Selkrig, Steve Chandler, Wayne Andersen, and David Harris — who took out the Ambrose with an impressive score of 52.57.

🥈 Runners-up were Adam Hilton, Neil Hamley, Daniel Moore, and Riley Hilton, finishing close behind with a score of 53.90.

We’re already looking forward to doing it all again next year.

19/03/2026

GFM is an integrated Financial Planning and Accounting practice. Our business's accounting arm, GFM Gruchy Accounting, has produced its 23rd newsletter, "The Practitioner". We aim to keep you abreast of current and developing tax issues.

In this first edition for 2026, the following topics are covered:
• Happy 1st Anniversary!
• Payday Super – Locked In
• The Amended Division 296 Tax
• The 50% CGT Discount: More Than Meets The Eye
• Who Can Make A Claim Against A Deceased Estate?
• Five Changes Impacting Your Super In 2026
• CGT – Buying A New Home Before Selling The Old One
• Permanent Incapacity and Super – What It Means If You’re Totally and Permanently Disabled
• Returning Historical Documents for Safe-Keeping
• Australian Anti Money Laundering & Counter-Terrorism Financing (AML/CTF) Rules
• New Beginnings

We hope you find the content of interest, and we welcome feedback.

Click below to read The Practitioner
https://tinyurl.com/3fc5yp8a

Tax news and commentary for you and your business.

10/03/2026

We are excited to share our 11th Podcast! Join Patrick Malcolm (Senior Partner), James Malliaros (Senior Financial Planner) and Sam Eley (Senior Financial Planner from GFM Wealth Advisory as they explore their top investment picks for 2026. They’ll discuss why these investments are preferred, what makes them attractive, their role in client portfolios, and the future outlook and opportunities for each investment.

We hope you enjoy the Podcast.

Listen or watch the full Podcast:

Listen on Spotify: https://open.spotify.com/episode/0QB5sQnAGCZ0lD0v2C1ZJJ
Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/top-investments-for-2026/id1782019551?i=1000753393675
Watch on YouTube: https://youtu.be/uCfeqbk-X7U

04/03/2026

On Monday, we were thrilled to host our first GFM Women’s High Tea at the iconic Hotel Windsor in celebration of International Women’s Day.

We were honoured to welcome our guest speaker, Rebecca Maddern — one of Australia’s most respected and recognisable broadcasters. With a career spanning more than two decades across news, sport and major live events, Rebecca brought an inspiring blend of warmth, authenticity, and insight to the room.

Our Senior Financial Adviser, Amelia Paullo, hosted a fantastic Q&A with Rebecca, sparking an engaging and uplifting conversation enjoyed by all.

The afternoon was a wonderful success. Clients and their guests enjoyed a delicious high tea, bubbles, and meaningful conversation — and we were delighted by the overwhelmingly positive feedback. Many attendees shared how pleased they are that this will now become an annual event.

A heartfelt thank you to everyone who joined us.

23/02/2026

The February edition of Trade Secrets has been sent to our clients. This newsletter is produced four times a year, and the readers enjoy a variety of interesting and informative articles.

In this edition of Trade Secrets, we cover the following topics:

• Office Move
• Adviser Predictions
• Client Profile: Ben & Laura - Clients Since 2012
• Donna Chauval – 10 Years at GFM
• When Is The Right Time To Downsize Or Sell A Property To Boost Your Super
• Preparing Your SMSF For Unexpected Events
• Division 296 – Proposed Superannuation Tax- Status As At February 2026
• 10 Year Team Dinner
• Christmas Cards & Charitable Donations

We hope you enjoy reading Trade Secrets and welcome your feedback.
Click here to read Trade Secrets:
https://tinyurl.com/yda3r24n

GFM Wealth Advisory offers Self Managed Super Fund, Investment Management, Financial Planning and Accounting services. The key objective of GFM Wealth Advisory is to provide our clients with comprehensive financial advice to assist them meet their financial goals and objectives. We aim to deliver th...

28/01/2026

Many Australians are unaware that their superannuation may be taxed when passed to non-tax-dependent beneficiaries. With growing media attention around so-called “death taxes”, now is a good time to understand how the rules work—and the strategies available to reduce potential tax for your loved ones.

Our latest article explains how a recontribution strategy can help increase the tax-free component of your super, potentially saving beneficiaries tens of thousands of dollars.

Read the full article here:

🔗 https://www.gfmwealth.com.au/blog/reducing-the-potential-tax-payable-by-superannuation-beneficiaries/