This month’s Xplan webinar will be providing updates on the Client Task Hub.

Date: 23 May 2024 at 2:00 pm AEST

Click here to register!

Join us for the Self Licence Forum starting from June 4, 2024.

All forums run between 8:00am and 2:00pm. Below is each state’s date and location.

WA 4 June 2024 – Perth – University Club of Western Australia | Register now or view the agenda & venue details here.

SA  6 June 2024 – Adelaide – Adelaide Pavillion | Register now or view the agenda & venue details here.

VIC 7 June 2024 – Melbourne – RACV City Club | Register now or view the agenda & venue details here.

QLD 12 June 2024 – Brisbane – Victoria Park | Register now or view the agenda & venue details here.

NSW 13 June 2024 – Sydney – Hotel Jamison Sydney | Register now or view the agenda & venue details here.

Get ready for the May 2024 Investment & Insurance Roadshow and save the date for your state. Each day will run from 9am to 3:30pm local time.

 

WA 21 May 2024 – Perth – University Club of Western Australia | REGISTER!

SA 23 May 2024 – Adelaide – Crowne Plaza Adelaide | REGISTER!

VIC 24 May 2024 – Melbourne – RACV City Club | REGISTER!

QLD 29 May 2024 – Brisbane – Victoria Park |REGISTER!

NSW 30 May 2024 – Sydney – Amora Hotel Jamison Sydney | REGISTER!

 

Click here to view the agenda. Please note this is subject to change.

Masterclass is back, thank you for joining us to enhance your skills and knowledge with our May Virtual Masterclasses. Immerse yourself in a world of learning and growth as industry experts share invaluable insights and practical tips to take your expertise to the next level.

Click on each of the titles below to view the recordings:

Day 1
Maximising portfolio outcomes in retirement, Challenger – Andrew Lowe

The not so scary world of risk advice, MLC Life – Marshall Ross

The choices and the trade-offs between capital access and lifetime income in retirement, AllianzRetire+ – Justine Marquet

Words of advice: Building trusted relationships – Insights from an industry super fund, Australian Retirement Trust – Joshua van Gestel

LaaS Adviser Round Table – Build your own lending business, Centrepoint Alliance Lending Solutions – Kevin Frost

Day 2

A Step Beyond, Dimensional – Alex Lennon

Navigating Fixed Income and Credit Markets – Which Approach is Best? Western Asset Management – Damon Shinnick

Financial Advice & Broking Trends in 2024, Bell Financial Group – Grady Wulff, Craig Saunders and Ryan Davis

The Evolution of Fraud, Macquarie – Lucy Barton

Day 3

SMSF Hot Topics, Centrepoint Alliance – Peter Kelly

The ageing conversation the real value when it comes to aged care advice, MLC – Jenneke Mills

Preparing Portfolios for 2024 and Beyond, Morningstar – Matt Wacher

Should you walk or stand on an escalator? BT Financial Group – Bryan Ashenden

Lending as a Service has been designed to assist Centrepoint Alliance advisers with outsourcing and implementing a lending service into their practice, without the need to fully understand the lending industry.

Date: 3 May 2024 at 1:00pm AEST

Click here to register.

Responsible Manager Training is a great opportunity for responsible managers and compliance staff to explore key licensee obligations. This session for Responsible Managers and compliance staff will delve into breach and incident assessment, focusing on real life examples.

Do you find assessing incidents and breaches confusing? Not sure if a breach is reportable or not?
Our webinar will equip Responsible Managers and Compliance Officers to:
• Assess a breach and identify the specific legislation that has been breached;
• Determine whether a breach is reportable under the deemed significance test and when the second significance test may apply;
• Understand if a breach is excluded from reporting; and
• Record and report breaches. We will focus on real examples.

We have compiled a list of both common and out of the ordinary scenarios to explore together.

Date: 30 April 2024 at 11:00am AEST

Click here to view the recording.

We have been working with AdviserLogic to code the Centrepoint Template suite into the system. To showcase the capabilities of Morningstar AdviserLogic, we are hosting an exclusive webinar.

In this 45-minute session, the AdviserLogic team will demonstrate the CRM and workflow management tools, and how they integrate seamlessly with Cashflow Modelling and Digital Advice. We will also be generating the Centrepoint advice templates in real-time to demonstrate Morningstar AdviserLogic’s efficiency in action.

Date: 23 April 2024 at 2:00 pm AEST

Click here to register.

In this month’s webinar Josh covers two topics:

 

– Modelling the new SMA bundled and unbundling features.

– Updated view and functionality in Target Sets

 

Date: 18th April 2024 @ 2:30 pm AEST

Click here to view the recording.

Australians donate nearly $12 billion to charities annually, so it’s important for their advisors to understand their clients’ giving habits, charitable interests and giving goals. Talking about philanthropy with clients is not just an effective way to help optimise their tax obligations; it is an essential chance to connect on their most fundamental values.

Kate Bowditch from Australian Philanthropic Services (APS) and Dylan Smith of Philanthropy Australia will give an overview of the Australian structured giving landscape, explain the most popular structures for charitable giving, being private and public ancillary funds, and discuss how engaging in conversations around philanthropy can deepen relationships with your clients and the next generation.

APS is a not-for-profit organisation that inspires effective philanthropy and provides education and practical support for individuals and advisers.

Philanthropy Australia is the national peak body for philanthropy. Its members include trusts, foundations, families, individual donors, professional advisors, companies, intermediaries and not-for-profit organisations. PA provides advocacy, networking and resources to the philanthropic and not-for-profit sector, as well as information and research for the Australian community.

Date: 17 April 2024 at 11:00 am AEST.

Click here to register.

You can access the full recording here.

Preserving Your Legacy: A wake-up call for Financial Planning Business Owners
Join us for an essential session that demands your attention as a business owner or director. Genevieve Hehir from LSW Lawyers will uncover the threats that could jeopardise your business. Gain valuable insights through real-life examples of businesses facing challenges due to unforeseen gaps in their Estate Planning.
This webinar is especially tailored for Financial Planning Businesses recognising the real danger of business being unable to operate or be sold. Whilst sole director and single-adviser practices face higher risks, this is also valuable for larger practices.
In recent instances, we’ve observed that despite advising small business clients on Estate Planning, advisers often overlook their own situations which has put their business at risk. This session’s insights are not just beneficial for you; they will help you with your small business clients.
When? 17 April 2024 @ 3:00 pm AEST
Click here to watch the recording!

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