SIAA accredited CPD webinars are offered free to Principal, Practitioner and Affiliate members. Content will be delivered via panels, interactive discussion, presentations and quizzes and to be eligible for CPD you will need to participate in the webinar live.
Unlocking managed accounts for scalable holistic advice
Wednesday 12 November 1.00 to 2.00pm AEDT
Praemium’s New Business Manager Mark Hannan will discuss the latest research from CoreData on how HNW advisers are leveraging managed accounts to transition to holistic advice and meet the shifting expectations of HNW clients. Attendees will learn how managed accounts drive efficiency, scalability, and profitability, saving advisers up to a full workday per week and enabling deeper client engagement. Mark will unpack the changing role of advisers, the technology enablers required for transformation, and the importance of scaling personalised advice in the face of intergenerational wealth transfer.
Mark Hannan, New Business Manager, Praemium
CPA qualified Mark has extensive senior management experience in a variety of financial services roles over the past 23 years. The roles cover business development, practice management, practice recruitment and licensee management. Mark is dedicated to helping high-net-worth and ultra-high-net-worth advisers achieve business success. His passion lies in equipping advisers with the tools and strategies to run efficient, scalable, and profitable practices, leveraging technology for maximum impact.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Generic knowledge
Webinar – Unlocking managed accounts for scalable holistic advices
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
Beyond Bank Hybrids: Income opportunities in Australian Public Credit
Wednesday 19 November 1.00 to 2.00pm AEDT
Bank hybrids are being phased out, while yields on bank term deposits are falling and are no longer as attractive relative to other opportunities. Portfolio Manager, Helen Mason, will take a deep dive into the structural dynamics changing Australian and global fixed income markets, why the need to reallocate your Retail AT1 bank hybrid exposure is urgent, and look into the emerging opportunities for investors seeking lower risk income for their portfolio.
Helen Mason, Fund Manager – Fixed Income, Schroders Australia
Helen leads credit portfolio management, including being responsible for the investment decisions across the Schroder Australian High Yielding Credit Fund and Schroder Australian Investment Grade Credit Fund and other credit sub-funds. She is also the portfolio manager for and was instrumental in the development of the Schroder Real Estate Debt Fund. Helen also undertakes credit research, analysis and monitoring of companies issuing into the Australian credit market. Helen commenced this role in August 2010.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Generic knowledge
Webinar – Beyond Bank Hybrids: Income opportunities in Australian Public Credit
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
Tax deductibility of financial advice fees – more than you might think
Wednesday 26 November 1.00 to 2.00pm AEDT
The ATO’s Tax Determination TD 2024/7, released in September 2024, may mean a greater tax deduction relating to advice fees for many of your clients. Unlike the tax position generally accepted across the industry prior to the TD, a significant portion of initial advice fees may be deductible, and in some cases more ongoing fees may be deducted. However, the onus rests on financial advisers to determine how much deduction can be claimed, and to provide supporting evidence to their clients to substantiate their claim.
David Barrett, Senior Manager Policy & Advocacy, FAAA
David has more than 30 years of experience in the financial services industry. He joined Financial Advice Association Australian as their policy manager earlier this year, and previously worked at Macquarie Bank for more than 25 years in various roles including Division Director/ Head of Macquarie Technical Advice Services. David has a broad educational background, including qualifications in law, mathematics/computer science, accounting, financial planning, and finance and investment.
Professional standards CPD: 1.0 Tax (financial) advice
ASIC RG146: 1.0 Generic knowledge
Webinar – Tax deductibility of financial advice fees – more than you might think
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
SIAA CEO Farewell Drinks
Tuesday 9 December 5.00 to 7.00pm AEDT
Verandah Bar, 55-65 Elizabeth Street, Sydney
Join us in celebrating Judith Fox’s remarkable contribution to the Stockbrokers and Investment Advisers Association at a special farewell event at the Verandah Bar. After six years as CEO, Judith will retire at the end of 2025, leaving a lasting legacy of strong advocacy, sector-wide collaboration and leadership. This is a wonderful opportunity for members and colleagues to thank Judith for her dedication to the industry and wish her well for the future.
To confirm numbers and secure your spot, please register. The $10pp registration fee includes your first drink – with an open bar available thereafter.
Judith Fox, CEO, Stockbrokers and Investment Advisers Association
Prior to joining SIAA, Judith was CEO of Australian Shareholders Association and also served as Head of Policy & Advocacy at Governance Institute of Australia. She has been a member of the ASX Corporate Governance Council since 2005. She has also been a member of Standards Australia’s Governance and Risk Management Committees and the ASIC Business Advisory Committee. She was named as one of Australia’s 100 Women of influence for her work in policy in 2014. Judith serves on the Investment Advisers; Profession; Diversity, Equity & Inclusion; Compliance; Operations & Technology and Nominations Committees and the Derivatives Subcommittees.
Farewell drinks
Organisation Member: $10.00
Non-Member: $10.00
Member-Practitioner: $10.00
Investment characteristics of renewable energy infrastructure
Wednesday 10 December 1.00 to 2.00pm AEDT
Darren Brown will introduce the unique investment characteristics of renewable energy infrastructure, specifically focusing on how solar, wind and storage assets fit within Australia’s evolving energy landscape. He will explore how these energy assets make money in the wholesale market via Power Purchase Agreements, examine valuation and return dynamics as well as a discussion on risk management around policy, funding and resource variability. In closing Darren will discuss the diversification benefits of renewables – low beta, defensive, risk-adjusted returns and low correlation to traditional asset classes.
Darren Brown, Co-Managing Director, Renewables Australia
Darren has over 20 years’ experience in infrastructure across the energy industry, spanning M&A, development, and energy markets. Darren has worked across multiple industries including oil and gas, network transmission and renewables and been involved in executing over $1.5bn worth of renewable transactions. Darren has led the development of the largest operating battery in Australia and more recently transacted on the largest grid connected solar farm at Darlington Point, NSW and the acquisition of Dulacca Wind Farm in QLD.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Generic knowledge
Webinar – Investment characteristics of renewable energy infrastructure
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
If you experience any difficulty with your online registration, please call our office on (02) 8080 3200.
Supporters
Thanks to the following organisations who are supporting SIAA’s webinar program during 2025.