Events

The FPA is excited to bring back the 2022 Careers in Financial Planning Event Series in partnership with Kaplan Professional. Each event will take place in the evening with free drinks and canapés along with a panel of speakers discussing how to kick start a career in financial planning and the Professional Year. Plus there

Celebrate the start of spring with your fellow Chapter members, while enjoying a two course sit down lunch, at the latest event venue at the Star – Isoletto Privé. Welcome drinks will be held on the lawn followed by lunch. Guest speakers include a local Gold Coast hero, sharing their story of success. This event is in

Book your place for the 2022 Future2 Melbourne Cup Luncheon on the first Tuesday in November. We are extremely excited to announce that the 12th annual Future2 Melbourne Cup event will be held at Optus Stadium, where you’ll be watching the race on one of the biggest screens in the southern hemisphere. This is now the premier event on the financial

With a growing number of commercial finance lenders, now could be the time to diversify your mortgage broking business and help your current customers in new ways, and gain new ones. You probably have home loan customers already who are business owners looking for financing solutions you could help with. This workshop will help you

The New Member Welcome and Orientation is a great opportunity to build a network of other new members, learn best practice and tour the resources available to you. These sessions are designed to assist your business by helping you get familiar with the benefits that your MFAA membership will bring. Even if you have been

The High Court recently handed down its decision on the appeal from a judgement of the Court of Appeal of the Supreme Court of Western Australia in the matter of Hill v Zuda Pty Ltd HCA 21. This is an interesting case in that it looks at whether an SMSF can have a Binding Death

FINSIA is pleased to invite you to a webinar with renowned sales and negotiation expert, Julia Ewert, who will share and teach some best practice sales and negotiation skills that will benefit our members. Used by FBI agents, these skills can help businesses convert more contracts, increase margins and win more negotiations. Please join this exclusive

By attending this workshop you will understand the different types of market manipulation, what is rumourtrage, learn the difference between manipulation and ordinary market forces, how to protect yourself and more. Using case studies, Professor Michael Adams, Head of the University of New England Law School, will lead this interactive workshop. Register for the event.

Presented by iExtend's Head of Alliances, Mark Stubbings and Head of Risk Ruth Keaney, this webinar will provide an understanding of the circumstances behind life insurance policies that qualify for the iExtend offer. Using case studies, Mark and Ruth will use real-life scenarios to discuss how iExtend works in a flexible way with advisers to

The FPA is excited to bring back the 2022 Careers in Financial Planning Event Series in partnership with Kaplan Professional. Each event will take place in the evening with free drinks and canapés along with a panel of speakers discussing how to kick start a career in financial planning and the Professional Year. Plus there

Hear from Michelle Levy, the independent reviewer leading the Government’s Quality of Advice Review, on her recently released proposals paper. FSC CEO, Blake Briggs, will discuss with Michelle the Review’s twelve proposals and their implications for industry and financial advice consumers. This is a free and exclusive member only online event. Register now to secure

Faced with lower-for-longer interest rates and variable dividends, the symposium explores the investment landscape with a particular focus on the role of interest rates, inflation and alternative income sources. The sessions are constructed to deliver actionable investment ideas, spanning asset classes ranging from traditional fixed-income, to private and high-yield credit, real assets, equity-income and other

Join us for an afternoon of industry insights, useful strategies and lender expo followed by networking drinks. Affordable staffing solutions for your business. This presentation will be a brief introduction to Affordable Staff’s outsourcing solutions for Mortgage Brokers, with a focus on what makes us different to others in the market. At the end of

Join us for the MFAA Melbourne Member Forum. These relaxed and interactive forums provide members and industry colleagues an opportunity network, gain insights and hear from industry experts. Register for the event.

Faced with lower-for-longer interest rates and variable dividends, the symposium explores the investment landscape with a particular focus on the role of interest rates, inflation and alternative income sources. The sessions are constructed to deliver actionable investment ideas, spanning asset classes ranging from traditional fixed-income, to private and high-yield credit, real assets, equity-income and other

The theme for our September forum is the common question of ‘Retention, reprice or refinance?’. While current conditions are seeing a drop-off in new leads, it’s important to remember the opportunities that come from servicing existing clients. To start the conversation, we’ll hear from Adam Grocke, founder and CEO of retention and refinance platform Sherlok.

This webinar will explore Australia's dispute resolution regulations and their impacts on organisations. GRC Solutions' expert team - Liam O’Brien, Senior Consultant and Adrian Phoon, Head of Content, will cover recent movements in expectations from various stakeholders in managing disputes. There will also be practical solutions for enhancing compliance with the obligations. Liam has been

Join us for the MFAA Perth Member Forum. These relaxed and interactive forums provide members and industry colleagues an opportunity network, gain insights and hear from industry experts. There will be a coffee van onsite offering complimentary beverages. Register for the event.

Industry profitability and valuation benchmarking data indicates there are vast differences between average and top performance. To achieve benchmark results, leading advice businesses are implementing a range of innovative strategies focusing on automation, employee of choice processes and succession planning. By attending this ‘profit and value driver’ webinar you will be introduced to a succession

An intelligence-led risk culture helps us approach risk management with a growth mindset rather than the traditional preoccupation with efficient risk administration. This shift informs strategic conversations and will help businesses focus on 'dissolving' emerging issues rather than 'solving' existential issues. This webinar will help you understand what Risk Intelligence is and why adopting this

Faced with lower-for-longer interest rates and variable dividends, the symposium explores the investment landscape with a particular focus on the role of interest rates, inflation and alternative income sources. The sessions are constructed to deliver actionable investment ideas, spanning asset classes ranging from traditional fixed-income, to private and high-yield credit, real assets, equity-income and other

Several months into the war in Ukraine, navigating international sanctions regimes remains highly complex, particularly when cross-border and contractual issues arise. Join our team of global experts as they provide: a re-cap of the key sanctions touchpoints in Australia, the United States, Europe and other key markets; key trends and issues for the financial sector

Join our technical team as they keep you up to date and informed on the developments within the SMSF industry. OVERVIEW: The purpose of the technical update is to provide SMSF Association members with the latest news, legislation amendments or introductions and policy within the SMSF and superannuation sectors. The webinar also highlights current submissions

After a two year forced break due to COVID19, The FPA Melbourne Chapter is excited to invite you and your colleagues to attend the highly anticipated 2022 FPA Melbourne Chapter AFL Grand Final Lunch on Monday 19 September at Marvel Stadium. Guests will be entertained by a star filled AFL line-up and an expert panel of AFL players. Hear from guest speakers Tim Watson, Billy Brownless,

The High Court recently handed down its decision on the appeal from a judgement of the Court of Appeal of the Supreme Court of Western Australia in the matter of Hill v Zuda Pty Ltd HCA 21. This is an interesting case in that it looks at whether an SMSF can have a Binding Death

Join in the online discussion group with other Specialist Auditors proudly hosted by the SMSF Association for our members. Enhance your practice, network with other specialist auditors and earn CPD hours. Our Specialist Auditor members are invited to submit audit related topics and/or audit related technical issues that you have encountered for discussion during this

Join in the online discussion group with other Specialist Auditors proudly hosted by the SMSF Association for our members. Enhance your practice, network with other specialist auditors and earn CPD hours. Our Specialist Auditor members are invited to submit audit related topics and/or audit related technical issues that you have encountered for discussion during this

A graduate to intermediate course on contribution basics and strategy. This session is aimed at new entrants into the superannuation and tax advice area or those who are looking at a refresh on this topic. The workshop is a back to basics on all things contributions including the different types of contributions that can be

Planet Earth’s climate is changing for the worse. Heightened concentrations of atmospheric CO2 are driving long-term temperature trends upward, resulting in devastating environmental impacts. The causal relationship between human-produced greenhouse gas (GHG) emissions and such impacts is “unequivocal,” according to the International Panel on Climate Change’s (IPCC) landmark 2021 report (AR6).  But just as human activity

Even in today’s financial environment not all debt is bad. James Winder from Leveraged will outline the rules for prudent wealth creation, what to be careful of and the potential for amplified returns available to investors with an appropriate time horizon and clear strategy. He will explain the margin call process, basic calculations on how

Prioritising mental health and wellbeing Returning for the 7th year, our annual Group Life Seminar is a must attend event for anyone in or adjacent to the life insurance sector. This event offers the latest trends, insights and opportunities from across the group life industry, with a focus this year on prioritising mental health and

After experiencing 2020 with minimal networking events and the cancellation of the 2020 Claims Convention, we are looking forward to bringing the community together at this years  convention. Delegates attending in person will gain the added benefit of face-to-face networking with professionals from across the claims industry. The event will also have a live streaming

The New Member Welcome and Orientation is a great opportunity to build a network of other new members, learn best practice and tour the resources available to you. These sessions are designed to assist your business by helping you get familiar with the benefits that your MFAA membership will bring. Even if you have been