CPD webinar title | Presenter/s | Date webinar held |
|---|---|---|
| The great wealth transfer myth – inheritance to stewardship: how enterprise families sustain wealth | Peter Roach, Senior Consultant – Family Advisory and Kim Venter, Director – Family Advisory, JBWere | 16 September 2026 |
| MDAs in practice: Building and scaling a Managed Discretionary Account offering | Andy Robertson, Director & Chief Innovation Officer, Chelmer; Nick May, Chief Technology Officer, Income Asset Management Group Ltd | 9 September 2026 |
| Impact of Minister’s package of reforms of the CSLR and consumer protections | Michelle Huckel, Policy Manager, SIAA | 2 September 2026 |
| AI – the threats and the opportunities | Matthew Esler, Managing Director & CEO, Padua Solutions | 26 August 2026 |
| Navigating superannuation: Tax, SMSF changes, retirement and wealth transfer | Richard Webb, Superannuation Lead, Policy, Standards and External Affairs, CPA Australia | 12 August 2026 |
| Unlocking opportunity in HNW advice | Denis Orrock, Chief Strategy Officer, Praemium | 22 July 2026 |
| The Case for Asia: Growth you can’t afford to ignore | Cameron Robertson, Portfolio Manager – Asia strategies, Platinum | 8 July 2026 |
| SMA vs MDA: Choosing the smarter managed account strategy for your business and clients | Leanne Bradley,Co‑CEO, Suite2Go; Jacqueline Fernley, Founder, arcpoint OCIO; Andy Robertson, Director & Chief Innovation Officer, Chelmer | 24 June 2026 |
| Beyond Coverage: How financial services firms can prove their security is getting stronger | Feras Tappuni, CEO and Founder, SecurityHQ; Farhan Baig, Director of Australasia, SecurityHQ | 10 June 2026 |
| The HALO trade and its growing relevance in today’s landscape | Billy Leung, Senior Investment Strategist, Global X | 27 May 2026 |
| Small and midcap companies | Kieran Kennedy, Portfolio Manager, Mirrabooka | 23 April 2026 |
| The gold standard of advice pricing: Strategy, ethics and profit | Julie Matheson, Founder, Finwise Leadership | 8 April 2026 |
| Estate planning under the new super rules | Kym Bailey, Technical Services Manager, JBWere | 26 March 2026 |
| CSLR – where to now? | Michelle Huckel, Policy Manager, SIAA | 11 March 2026 |
| Under the bonnet of Listed Income Funds | Ian Irvine, CEO, Listed Investment Companies and Trusts Association; Matt Barca, Fund Manager – Income Credit, Qualitas; Damien Boey, Portfolio Strategist – Wilson Asset Management; Thomas Choi, Senior Portfolio Manager, Perpetual | 25 February 2026 |
| Superannuation Tax Changes – What Advisers and Clients Need to know | Kym Bailey, Technical Services Manager, JBWere | 11 February 2026 |
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