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The evolution of fraud September 2023 1 hour Laura Khoury, Macquarie Bank’s Digital Fraud Detection and Analytics Manager and Lucy Barton, Macquarie Bank’s Cyber Culture and Outreach Lead, host an insightful and practical webinar designed to help raise your awareness on scam prevention and cyber security, so you can better protect yourself and your clients from fraud and cyber threats. | Start |
The evolution of AI and its potential effects on the financial services industry July 2023 1 hour Artificial Intelligence (AI) is revolutionising the world around us. The advancements in this field have the potential to reshape the way we live, work, and interact as a society, creating possibilities and opportunities like never before. This webinar focuses on the evolution of AI and how AI tools may impact firms operating models – including how you manage and serve clients. | Start |
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CPD webinars
Browse our catalog of on-demand CPD webinars.
A year of change ahead for financial advisers
Macquarie’s technical specialists, David Barrett and Will Moloney, examine recent progress and what’s on the horizon for financial advice professionals. Topics include the Quality of Advice Review - the latest developments and next steps of Division 296 tax – what will it look like and what the alternatives are, as well as an update on the death bed benefits nominations.
CPD accredited webinars
Macquarie expertise
Macquarie Technical and Advice Services
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A year of change ahead for financial advisers March 2024 1 hour Macquarie’s technical specialists, David Barrett and Will Moloney, examine recent progress and what’s next for the financial advice industry. Topics include:
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QAR, 15% super tax and other developments: A legislative stock-take part II December 2023 1 hour Macquarie’s technical specialists, David Barrett and Will Moloney, provided an update on the Government’s advice and superannuation reform agenda and legislative developments, including:
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A legislative development stock-take | Part I October 2023 1 hour The Government’s reform agenda continues to progress, particularly in the financial advice and superannuation areas. In part one of this series, Macquarie’s technical specialists, David Barrett and Will Moloney, covered current advice developments, including the Government’s implementation agenda for the Quality of Advice Review recommendations, as well as the status of the experienced adviser pathway proposal. Will and David also provided an update on key superannuation measures, including the recently released exposure draft legislation, which (if implemented) will add an additional 15 per cent tax on high superannuation balances, and the Your Future Your Super performance testing. | Start |
2023 Federal Budget technical summary webinar May 2023 1 hour In the webinar, Macquarie’s Technical Advice Services team provided analysis of the 2023 Federal Budget impacts on financial planning and advice. David Barrett, Macquarie’s Head of Technical Advice Services and Will Moloney, Technical Services Manager, also provided a summary of the key takeaways from the 2023 Federal Budget for you to share with your clients. | Start |
Wealth Management Investment Strategy
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Macquarie’s 2024 economic and financial markets outlook February 2024 54 minutes Following disruptions from the pandemic and zero interest rate policies, the global economic cycle is showing signs of normalising as we move into 2024. Though growth looks set to slow further, both at home and abroad, central banks are positioned to limit the downside. In this session, Macquarie’s leading investment experts, Martin Lakos, Paul Huxford and Dan Fabbro discussed:
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Macquarie Virtual Adviser Network
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Innovation insights for advice firms to scale - learnings from the US March 2024 1 hour In this session our group of panellists share their key technology and advice insights learnt in the US at the 2023 Virtual Adviser Network (VAN) Global Innovation Program (GIP). Our three panellists discuss the innovation opportunities for scale and growth they took from the tour, as well as their learnings of the wealth industry’s adoption of AI, and what opportunity intergenerational wealth transfer poses for advice firms. | Start |
The evolution of AI and its potential effects on the financial services industry July 2023 1 hour Artificial Intelligence (AI) is revolutionising the world around us. The advancements in this field have the potential to reshape the way we live, work, and interact as a society, creating possibilities and opportunities like never before. This webinar focuses on the evolution of AI and how AI tools may impact firms operating models – including how you manage and serve clients. | Start |
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Additional information
Unless stated otherwise, this information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. It is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.
The webinars hosted on the above page have been accredited for continuing professional development hours by the Financial Planning Association of Australia. Note that accreditation does not constitute the FPA’s endorsement of the activity. To claim your webinar points, please reach out to our events mailbox bfsgevents@macquarie.com who will be able to assist with your accreditation request. Please note to receive CPD accreditation for all our advertised webinars, you must attend a minimum of at least 42 minutes or above to qualify for the CPD accreditation and all webinars are tracked for compliance reporting.