GFM Wealth Advisory

31/08/2026

On Tuesday, we were delighted to host our Federal Budget & Division 296 seminar for clients and guests at Leonda by the Yarra.

Presented by GFM Wealth Senior Financial Advisers Paul Nicol and Patrick Malcolm, the session provided valuable insights into the recent changes to tax, superannuation and wealth planning, including the impact of Division 296, Capital Gains Tax reforms, negative gearing and discretionary trusts.

It was fantastic to see such strong attendance and engagement throughout the presentation. Thank you to everyone who joined us.
With significant changes on the horizon, reviewing your financial strategies and seeking professional advice has never been more important.

26/08/2026

We’re excited to share our 16th Podcast! In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner James Malliaros are joined by Ofer Karliner, Co-Head of Infrastructure and Portfolio Manager at Magellan, for an in-depth conversation on infrastructure investing and the long-term trends shaping the global economy.

Ofer shares insights from his journey into funds management, explains what makes infrastructure such a compelling asset class, and discusses major investment themes including electrification, artificial intelligence, energy networks, and the growing demand for essential infrastructure assets.

The discussion also explores how Magellan identifies investment opportunities, the characteristics of high-quality infrastructure businesses, and the lessons investors can learn from maintaining a long-term focus amid short-term market noise.

Listen or watch the full Podcast:
Listen on Spotify: https://open.spotify.com/episode/0vOJvUtLsqhTiah01PD6L4
Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/meet-the-manager-magellan-infrastructure-fund/id1782019551?i=1000784454161
Watch on YouTube: https://youtu.be/bZspdCcSBmk

04/08/2026

The August edition of Trade Secrets is out now!

This edition features a range of insights, client stories, team milestones, and financial planning updates, including the following:

• New Tax Changes: A Focus on Winners and Losers
• Witi: My 30 Years at GFM
• Baby News! Congratulations to Sam and Blair, and Orrin and Kirsten
• Markets in Review: The 2025-26 Financial Year
• Chris and Jane: Clients of GFM Since 2017
• Structured Giving: An Introduction to Private Ancillary Funds
• SMSFs: The Hidden Cost of Going It Alone
• The End of SMSF Borrowing for Residential Property
• Helping Kids and Grandkids into Their First Home
• Quarterly Business Lunch: Federal Budget Tax Changes
• SMSF Association Annual Conference
• GFM Podcast – Episode 15

Published quarterly, Trade Secrets is our way of keeping clients informed, inspired, and connected with what's happening at GFM and across the broader financial services industry.

We hope you enjoy this edition and would love to hear your feedback.

Read the August edition here: https://tinyurl.com/trade-secrets-aug-2026

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...

23/06/2026

We’re excited to share our 15th Podcast! In this episode, Senior Partner Patrick Malcolm and Senior Financial Planner James Malliaros are joined by Leo Barry, Portfolio Manager at Fairview Equity Partners, for an in-depth conversation on Australian equities and investing in small and mid-cap companies.

Specialising in high-conviction, actively managed portfolios, Fairview has built a strong reputation for identifying quality businesses with attractive long-term growth potential—often in less efficiently priced areas of the market.

In this conversation, Leo shares insights from his journey into funds management, the key lessons he’s learnt throughout his investing career, and how Fairview approaches stock selection with a focus on quality, discipline, and valuation. They also discuss the current opportunity set in small caps, where the team sees value today, and some common mistakes investors continue to make amid evolving market conditions.

Listen or watch the full Podcast:
Listen on Spotify: https://open.spotify.com/episode/17Qu9Rnwae7sbQZozWvBzN
Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/meet-the-manager-fairview-equity-partners/id1782019551?i=1000773595960
Watch on YouTube: https://youtu.be/RwPTscPv__A

10/06/2026

The June edition of Trade Secrets is out now!

This edition features the following topics:

• Office Move - Now Complete
• GFM Women's High Tea
• Client Profile: Richard & Grevis - Clients Since 2020
• Introducing Angelique Domingo
• Contribution & Transfer Balance Cap Increases From 1 July 2026
• Division 296 - Superannuation Tax - Status As At May 2026
• Making Super Contributions For Your Children Or Grandchildren
• Macquarie Authenticator App - Tips To Ensure It's Working When You Need It Most
• Annual Golf Day
• Estate Planning Seminar
• GFM Podcast

This newsletter is produced four times a year, and is our way of keeping clients informed, inspired, and connected to what's happening within our team and the broader financial services industry.

We hope you enjoy reading, and we’d love to hear what you think.

Click below to read the June edition: link to website
https://tinyurl.com/bdzbpwce

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...

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.