GFM Wealth Advisory

04/11/2026

The latest edition of Trade Secrets is out now!

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

· Higher for Longer: What the Returns of Interest Rates Means for You
· Client Profile: Paul and Anita
· Division 296 Is Now Law
· The CGT and Negative Gearing Window
· Helping Mum and Dad into Aged Care
· Protecting Yourself from Investment Scams
· Reporting Season: What Corporate Australia Just Told Us
· A Private Ancillary Fund in Action
· Our Quarterly Business Lunch: The Budget and Division 296
· An Audience with the Managers: Our Fund Manager Panel
· On the GFM Wealth Advisory Podcast

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 October edition here:
https://tinyurl.com/gfm-trade-secrets-oct-26

 TRADE SECRETSOctober 2026 EditionIN THIS ISSUEHigher for Longer: What the Return of Interest Rates Means for YouClient Profile: Paul and AnitaDivision 296 Is Now LawThe CGT and Negative Gearing WindowHelping Mum and Dad into Aged CareProtecting Yourself from Investment ScamsReporting

25/10/2026

Following the strong interest in our recent Quarterly Business Lunch Fund Manager Panel, we're pleased to share the full recording.

Hosted by Patrick Malcolm and Sam Eley, the panel featured:
• Nick Griffin, Munro Partners
• Leo Barry, Fairview Equity Partners
• Sean Roger, Perpetual

Topics included:
• AI and market leadership
• The outlook for global equities
• Australian small and mid-cap opportunities
• Bank valuations
• Risks investors may be underestimating

If you'd like to hear the perspectives shared by Nick Griffin (Munro Partners), Leo Barry (Fairview Equity Partners) and Sean Roger (Perpetual), you can watch the recording here:
🎥 https://youtu.be/UBejQ5CD6rc

We hope you find the discussion as valuable as our attendees did.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

19/10/2026

Put a global-growth manager, a small-cap specialist and a value investor in one room, and you get exactly the kind of debate our clients tell us they love.

Last week we were delighted to host our Quarterly Business Lunch at Leonda by the Yarra for a lively Fund Manager Panel — to a full room.

Hosted by Patrick Malcolm and Sam Eley, the panel brought together three of the managers we rate most highly:

• Nick Griffin — Founding Partner & Chief Investment Officer, Munro Partners
• Leo Barry — Portfolio Manager, Fairview Equity Partners
• Sean Roger — Portfolio Manager, Perpetual

The conversation ranged across the themes shaping portfolios right now:

• AI and the race for returns
• Concentration in the largest US tech names — opportunity or risk?
• Where the value sits in Australian small- and mid-caps
• Bank valuations and finding value on the ASX
• The key risks investors may be overlooking

Thanks to Nick, Leo, and Sean for their time and genuinely candid insights — and to everyone who joined us. These events are one of the best parts of what we do.

06/10/2026

Meet the GFM Wealth Adviser Team.

What does independence mean in financial advice?

For us, it means having the freedom to focus solely on our clients' best interests.

As an independent wealth advisory firm, our advice is not influenced by product providers, banks, or institutional ownership. Instead, we provide objective, evidence-based advice designed to help clients make informed decisions and achieve their financial goals with confidence.

Behind that commitment is a team of experienced advisers who work closely with clients and their families through every stage of life. Combining technical expertise with a personal approach, we are dedicated to building long-term relationships based on trust, transparency, and integrity.

We are proud of the people behind the advice and the values that continue to guide our firm: independence, expertise, and putting clients first.

01/10/2026

Celebrating 30 Years at GFM

This month, we are proud to celebrate an incredible milestone as Witi Suma marks 30 years with GFM Wealth Advisory.

Over the past three decades, Witi has become a trusted and familiar presence for generations of clients, helping guide them through onboarding, investment administration, and the many important milestones that come with building financial security.

What stands out most is Witi's genuine care for our clients. Her commitment to clear communication, attention to detail, and exceptional service has helped shape the client experience that GFM is known for today.

Reflecting on her 30-year journey, Witi shared her gratitude for the people, opportunities, and relationships that have defined her career. We are equally grateful for the knowledge, dedication, and warmth she brings to our team every day.

Congratulations, Witi, on this outstanding achievement. Thank you for 30 years of service, loyalty, and care. We look forward to many more years ahead.

29/09/2026

We're excited to share our 17th GFM Wealth Advisory Podcast!

In this episode, Managing Partner Paul Nicol and Senior Financial Planner Amelia Paullo are joined by Sam Berridge, Portfolio Manager at Perennial Partners, for an insightful discussion on the structural forces shaping global commodity markets.

Sam shares his perspectives on key investment themes, including electrification, artificial intelligence, energy security, and the growing demand for infrastructure and power. He explains how Perennial identifies opportunities within the natural resources sector and highlights the commodities and industries best positioned to benefit from these long-term trends.

The conversation also explores supply constraints, the outlook for China and global commodity demand, the role of gold as a defensive investment, and the characteristics that distinguish successful resource companies from the broader market.

Whether you're interested in natural resources, commodity markets, or long-term investment themes, this is a discussion not to be missed.

Listen or watch the full Podcast:

🎧 Listen on Spotify https://open.spotify.com/episode/10uFJQ2yxcWejR9GuMxVJr

🎧 Listen on Apple Podcasts https://podcasts.apple.com/au/podcast/meet-the-manager-perennial-strategic-natural/id1782019551?i=1000791455310

▶️ Watch on YouTube https://youtu.be/4uFIVvCeG58

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