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Understanding security threats | Tools to keep your clients safe from scams and fraud September 2024 50 mins As a member of the financial advice industry, you are often at the front line helping to protect your clients from the threats of scams and fraud. Ensuring you are up to date with the latest trends and technology to combat these threats is paramount. In this practical webinar, we looked at fraud and scam trends affecting clients today and discussed the practical tools you can use, including the role Macquarie Authenticator plays, to keep client information and funds secure. | Start |
Latest technology insights and scams updates to protect your firm and clients August 2024 1 hour In this session, Macquarie Banking and Financial Services group’s leading technology experts Ashwin Sinha, Chief Data Officer, and Luis Uguina, Chief Digital Officer held an insights led discussion about how you can adopt the latest technologies to be protected from scam threats on the rise. | Start |
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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On-demand webinars
Browse our catalog of on-demand webinars.
Understanding security threats | Tools to keep your clients safe from scams and fraud
As a member of the financial advice industry, you are often at the front line helping to protect your clients from the threats of scams and fraud. Ensuring you are up to date with the latest trends and technology to combat these threats is paramount.
In this practical webinar, we looked at fraud and scam trends affecting clients today and discussed the practical tools you can use, including the role Macquarie Authenticator plays, to keep client information and funds secure.
On-demand webinars
Macquarie expertise
Macquarie Technical and Advice Services
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The latest technical and legislative developments for financial advisers October 2024 1 hour Through 2024 we’ve seen a number of legislative and regulatory developments including the ATO’s ruling on deductibility of financial advice fees, and the Government’s pension amnesty announcements, as well as progress being made on the proposed Div 296 tax. In this session, Macquarie’s technical advice specialist Will Moloney, provided commentary on these important topics and more:
We also looked at the popular downsizer contribution rules, with a focus on:
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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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The mid-year economic and financial markets outlook August 2024 1 hour The global economy has proved remarkably resilient over the past year, with growth coming in around the long-run average. We expect this to continue into 2025, as central banks across the developed world begin to lower rates. However, with growth proving robust and inflation still above target in most countries, rate cuts are expected to be modest. In this session, moderated by Private Banker, Julia Parsons, we hear from Macquarie’s leading investment experts, Paul Huxford, Dan Fabbro as they discuss:
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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 |
Macquarie Authenticator
Macquarie Authenticator is a secure digital verification and transaction approval tool.
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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.