This month we are excited to bring you a selection of resources to help you scale your business, protect it from scams on the rise, and prepare for the end of financial year.
“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.”
Scammers technology and techniques are evolving every day, so you need to ensure you are prepared today.
Join Macquarie Banking Financial Services group’s leading technology experts for an insights led discussion about how you can adopt the latest technology to be protected from scam threats on the rise.
Thursday, 18 July
12 – 1pm (AEST)
Looking for insights and practical recommendations to help your firm scale?
Listen to Macquarie’s Virtual Adviser Network Client Development Manager, Eleece Quilliam as she recently joined the SMSF Adviser podcast to share insights she learnt from some of most innovative financial advice firms in the US.
This month, we update you on the legislation passed regarding social security and veterans’ entitlements, as well as ASIC’s newly released guidance on the experienced provider pathway for financial advisers.
We’re here to help ensure that every EOFY is as seamless as possible for you and your clients.
The EOFY hub has everything you and your clients will need to prepare, including key processing dates, tips and other helpful information.
For more education and insights visit our Insights Hub.
We bring you technical updates, financial insights and industry expertise.
Access the tools and resources you need efficiently and seamlessly – including forms, offer documents and performance reporting.
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.