Professional development centre
Empowering you through CPD-accredited education
We understand the importance of Professional Development. That’s why we’re committed to delivering to you a range of CPD-accredited education materials from experts across our industry with one thing in mind — to support you in empowering better financial futures for your clients.
Upskill and refresh your knowledge. Our SMSF Academy is designed to provide valuable insights on the client and business benefits of SMSFs, empowering you and your clients with more flexibility and transparency.
This academy contains 4 modules, for a total of 5.25 CPD hour(s).
The SMSF sector remains an important part of the super system. As demonstrated by research data, the industry continues to
The SMSF sector remains an important part of the super system. As demonstrated by research data, the industry continues to
The benefits of choosing an SMSF are well-documented. Investors enjoy having control over how their super is invested, as well
The benefits of choosing an SMSF are well-documented. Investors enjoy having control over how their super is invested, as well
For years, it was believed a SMSF should only be established with a minimum balance of $500K in order to
For years, it was believed a SMSF should only be established with a minimum balance of $500K in order to
The growth of the SMSF industry is increasingly being driven by a new, younger client segment. These clients have key
The growth of the SMSF industry is increasingly being driven by a new, younger client segment. These clients have key
Learn from the experts. Our Managed Portfolio Academy is designed to help you learn how managed portfolios can deliver real value for your clients, and efficiencies for your business.
This academy contains 4 modules, for a total of 4.5 CPD hour(s).
Technology is clearly an enabler for the new wave of managed portfolio solutions, and their demand is a result of
Technology is clearly an enabler for the new wave of managed portfolio solutions, and their demand is a result of
Managed portfolios can combine some of the benefits of investing directly with professional investment management, within a structure that may
Managed portfolios can combine some of the benefits of investing directly with professional investment management, within a structure that may
Managed portfolios, through the advancement and development of sophisticated technology, have enabled the advice process to evolve, saving you and
Managed portfolios, through the advancement and development of sophisticated technology, have enabled the advice process to evolve, saving you and
The use of managed portfolios is driven by a range of client benefits and operational efficiencies which have the potential
The use of managed portfolios is driven by a range of client benefits and operational efficiencies which have the potential
We’re committed to delivering you a range of CPD-accredited webinars, papers and content from our team and experts across our industry.
There are 2 CPD quizzes available, for a total of 1.25 CPD hour(s).
What are the latest trends shaping the responsible investing landscape and what do they mean for advisers serving a younger, more engaged client base? Learn more about ESG investment preferences, greenwashing, the global regulatory landscape and how they are influencing advice practices and client discussions. Find out more on how to drive the responsible investing conversation with clients and how it can add scope to your firm’s value proposition.
What are the latest trends shaping the responsible investing landscape and what do they mean for advisers serving a younger, more engaged client base? Learn more about ESG investment preferences, greenwashing, the global regulatory landscape and how they are influencing advice practices and client discussions. Find out more on how to drive the responsible investing conversation with clients and how it can add scope to your firm’s value proposition.
Fraser Jack, founder of The Cyber Collective is joined by a panel to discuss why it’s essential to have a cyber protection plan in place.
Fraser Jack, founder of The Cyber Collective is joined by a panel to discuss why it’s essential to have a cyber protection plan in place.
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