Events

ADHD symptoms include impulsive behaviours, forgetfulness and inattention and often struggles with spending and gambling addiction. The session will help planners identify the symptoms and change their communication to support the client. The session also helps planners know where to refer. Outcomes include client retention, discovery questions and working in the client’s best interest. Register

The ASX has recently implemented some of the biggest changes to the Australian Equity Market Structure in over 30 years. Learn how those changes have impacted price discovery and liquidity formation across the trading day and discuss the implications relevant for both buy and sell side trading desks. Register for the event.

Join fellow members, colleagues and friends for a day of friendly competition and networking at one of Australia’s premier golf destinations, renowned for its two-award winning courses and exceptional year-round conditions. This year we are offering a mixture of registration options, including a Beginner Golf Lesson with Club Pro – perfect for those new to

This webinar explores what happens after sitting the ASIC Financial Adviser Exam. Hear directly from PY candidates and new entrants as they share their experiences adjusting to greater responsibility, integrating into advice teams, and building confidence in real client-facing situations. Speakers will discuss how their day-to-day work has shifted since completing the exam, including increased

This event is proudly sponsored by BlackRock, MA Financial and HUB24, and provides a valuable opportunity to connect with peers, hear key industry insights and earn 1 CPD hour, all while enjoying lunch in a relaxed setting. The CPD-accredited presentation from MA Financial and BlackRock will explore ways of managing volatility within client portfolios, both

Join us for a spectacular day of racing, fashion and celebration! This event is a wonderful opportunity to dress up and network with fellow members, colleagues, clients and friends. Enjoy appetisers, a two-course lunch and four-hour beverage package, whilst watching the race on the big screen. This event will see proceeds raised through fundraising activities

Praemium’s Matt Walsh will discuss the latest research data from CoreData on how HNW advisers are leveraging managed accounts to transition to holistic advice. Matt will unpack the changing role of advisers, the technology enablers, and the importance of scaling personalised advice in a changing wealth landscape. Register for the event.

Bank hybrids are being phased out, while yields on bank term deposits are falling and are no longer as attractive relative to other opportunities. Schroders Portfolio Manager, Helen Mason, will take a deep dive into the structural dynamics changing Australian and global fixed income markets, emerging opportunities and more. Register for the event.

The ATO’s September 2024 Tax Determination TD 2024/7 may allow greater deductions for advice fees. Initial and, in some cases, ongoing fees could now be partly deductible. Advisers must determine eligible amounts and provide evidence to support clients’ claims. Register for the event.