A Wider View of Wealth
Your home for the latest in industry insights, technical advice and more.
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Welcome to the September edition of Wider View of Wealth
This month we’re pleased to bring you two CPD accredited webinars along with our latest technical advice resources delivered to you by our experts.
“Our Macquarie teams are experts in their fields, and aim to bring you the latest thought-provoking insights year-round. The Wider View of Wealth is here to summarise this month’s key content for you.”
CPD webinar | Understanding security threats - Tools to keep your clients safe from scams and fraud.
In this practical webinar for financial advice support staff, we’ll look at fraud and scam trends affecting clients today and discuss the practical tools you can use, including the role Macquarie Authenticator plays, to keep your client’s information and funds secure.
Thursday, 19 September | 12 – 1pm (AEST)
Insights and education
Article | September technical roundup
In this month’s technical round up, Parliament introduced bills to implement the Government’s proposal to pay superannuation guarantee on its payments made under the Paid Parental Leave scheme, as well as changes to the indexation of student loans.
In other news, both ASIC and APRA released their Corporate Plans, outlining their priorities for 2024-25.
CPD webinar | A Macquarie Access and Evolve portfolio update: Real estate & infrastructure – not just bricks and mortar
Join Gary Ding, Senior Portfolio Manager and James Maydew, Head of Global Listed Real Estate, from Macquarie Asset Management as well as Jason Evans, Product Director, Investments for Macquarie’s Banking and Financial Services group as they provide an update on the Macquarie Access and Evolve Portfolios and the evolving listed real estate and infrastructure investment landscape.
Wednesday, 9 October | 12 – 1pm (AEDT)
Technical resources | Technical advice fast facts
Utilise the collection of fast facts brought to you by the Macquarie Technical Advice Services team.
From understanding CGT exemptions to super death benefit nominations, you can rely on our Macquarie’s technical expertise anytime.
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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.
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