Events

AFCA only awards consumers – true or false? Hear more about how advice and advice processes can be improved to minimise consumer complaints. With David Locke, CEO, AFCA. All these sessions include an interview with the Regulator followed by a member roundtable discussion to translate what we have heard into practice. Register for the event.

ANZIIF is pleased to announce the third and last in the series of interactive webinars - Liability 301. Join Eoin for this 45 -minute webinar. This is an excellent opportunity to interact with an industry expert and gain a clear understanding of further aspects of liability and a liability policy from an international perspective -

Delve deeper into the topic of responsible investing, learn how to respond to the rise of the conscious consumer and how advisers can align investment portfolios with client’s value. Deepen your investment speak and develop more profound engagement with clients who are increasingly wanting to pursue “for purpose” investing. Hear from both Fund Managers and

Australia hasn’t seen a recession for almost 30 years – what should you be doing to shore up your clients for the rocky road ahead and where do opportunities exist domestically and globally. Our panel will provide context and discuss where to next and explain how they are positioning client portfolios. Facilitated by Tim Farrelly

This is a session focussed on investment efficiencies through platforms and administration services and how technology can be used to compliment your investment philosophy, simplify your client interactions and make your business more client focussed and efficient. Facilitated by Ben Marshan CFP® Panellists: David Richardson CFP®, Neil Kendall CFP® Register for the event.

Join in the online discussion group with other Specialist Auditors proudly hosted by the SMSF Association for our specialist auditor members. ONLINE DISCUSSION OVERVIEW: The purpose of this online discussion provides a forum for the SMSF Specialist Auditors to discuss and ask questions relating to SMSF Auditor business practices and principles. Facilitated by industry experts,

Presenter: Dr Matt Beard, Moral Philosopher, Fellow at the Ethics Centre Do you need ethics if you consider yourself to be ethical? This session has been developed to help financial advisers better understand how having a decision making model when dealing with dilemmas can enhance their quality of work with clients and does not judge