Tech Tuesdays: At the Masterclasses we have showcased a number of providers that you can use in your business for efficiency and engagement. If you would like to learn more about these providers, tune into a series of Webinars specifically for Centrepoint advisers.

Live Preso – Interactive Reviews
Live Preso takes the data from XPlan to create an online review and RoA that is an interactive way to engage with your clients. Enhance your efficiency by joining on 27 August 2024 at 2:00 pm AEST.

Click here to register.

The DBFO Bill Tranche 1 received royal assent on the 9 July 2024. The Bill delivers some small wins to remove unnecessary red tape. These include:

• Flexibility on how to provide Financial Services Guides to clients

• Removal of the requirement to provide a Fee Disclosure Statement for ongoing fee arrangements

• Ability to have clients consent 60 days prior to transition date

• Extension of renewal period from 120 to 150 days

• Life insurance commission remaining at current caps with requirement for consent to commissions

The webinar will provide detailed explanations on the above including timing of the changes and example scenarios to ensure you are prepared.

Click here to watch the recording or here to view the slide deck.

Join Terry Tyrrell from Russell Investments at the December edition of Licensee Solutions Live. The session will discuss the benefits of consistent and scalable service packages. Managing the balance between making it compelling to a client, but also efficient to deliver and track for compliance purposes.

We will also discuss what makes service packages successful, ideas on presenting it to a client, elements that clients really value and share ideas on what is working well and lessons learned.

 

Click here to watch the recording.

We are excited to invite you and your team to our final event series for 2024, our November Masterclass.

These in-person Masterclasses are a great opportunity to network with your peers and new members of the wider Centrepoint Alliance community.

Agenda

Our agenda will commence with a Group Executive Centrepoint Alliance update followed by:

  • Unleashing Organic Growth, Macquarie
  • When the Rubber Hits the Road, MLC Insurance
  • Building Certainty into Retirement Planning, Allianz Retire+
  • Aged Care Estate Planning and Tax Considerations, Challenger
  • Unlocking potential: Harnessing AdviceTech to optimise practice efficiency, Morningstar
  • I Still Call Australia Home, Centrepoint Alliance Technical
  • Navigating the Global Economy and Financial Markets, Centrepoint Alliance Research

Click here to download the slide deck.

The Centrepoint Alliance October Investment & Insurance Roadshow will feature a remarkable array of industry and technical experts, presenting an ideal chance for you to enhance your knowledge on professional development topics.

The agenda includes sessions on:

Australian Bonds: In focus and ready to deliver
Ventura: A look at our progress and vision
How to use ETFs effectively in portfolio construction
Improving Centrelink outcomes
Majoring in minor beneficiaries
Is Australia still the lucky country?
Gen AI and the consumer: Navigating the future of investment

You can view the full slide deck here.

Our state-based roadshows are also a great opportunity to network with your peers and new members of the wider Centrepoint Alliance community.

Select the relevant date below to register:

15 Oct – Brisbane, Victoria Park

16 Oct – Sydney, Amora Hotel Jamison

22 Oct – Peth, University Club of WA

24 Oct – Adelaide, Royal Coach Hotel

25 Oct – Melbourne, RACV City Club

Join us for September’s Responsible Manager Training.

Licensee Standards play a crucial role in ensuring compliance with financial services laws. Join us to delve into key standards including Records of Advice, wholesale clients, and overseas clients. Additionally, an update on the new Delivering Better Financial Outcomes Act will be provided.

Click here to access the slide deck.

In this month’s webinar, Peter McCarthy provided an insightful demonstration on how advisers can leverage the myprosperity client portal to streamline financial management for their clients. With client access anywhere and anytime through a standardised client portal on a mobile or desktop, you can enhance your client engagement. Peter also delves into the seamless integrations with various other platforms, particularly Xplan.

Click here to watch the recording.

Centrepoint Alliance monthly adviser update for:
LaVista Licensee Solutions

These sessions are designed to provide licensees important information on a monthly basis. Our October session was joined by Dimensional for a 60-minute session – “Insights & Strategies from High Performing Firms.” Dimensional sahred some insights into what drives high performing firms, based on the findings from their 2023 Global Advisor Study.

Click here to watch the recording.

This month’s webinar covered new advice templates for AdviserLogic

AdviserLogic (Morningstar) and Centrepoint are pleased to confirm the pilot group has successfully finished their testing of the Centrepoint Advice Templates and they will be available to the LaVista and AAP networks from 1st August 2024. Please join us on Thursday 8th August 2024 at 12pm for a webinar with Nick Downey (Manager, Advice Software Solutions) and Lanie Worsley (Director of Customer Success & Client Solutions, Financial Planning) for a refresher of AdvsierLogic and live demonstration of how the templates work and will create efficiencies in your practice.

Click here to watch the recording.

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. To find our more join us for our next webinar.

Date: 2 August 2024 at 1:00pm AEST

Click here to register.

Schedule a call back so we can answer your questions

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Location
Level 13, Corporate Centre One
2 Corporate Court
Bundall QLD 4217

Phone:
1300 557 598

Email:
enquiries@lavista.com.au

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