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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 |
Cyber security, anti-money laundering and fraud awareness: security in insecure times March 2023 57 minutes and 26 seconds Cyber security, fraud prevention and anti-money laundering are vitally important in the current market. Listen to Macquarie’s Anti-Money Laundering, Financial Crime Intelligence and Information Security teams discuss these topics. You'll hear case studies specific to the financial advice sector, and answers to questions raised on the day about how best to protect your firm. | Start |
2023 Federal Budget technical summary webinar May 2023 55 minutes 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. | Watch |
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CPD webinars
Browse our catalog of on-demand CPD webinars.
A legislative development stock-take | Part I
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.
CPD accredited webinars
Macquarie expertise
Macquarie Technical and Advice Services
| Webinar | Link |
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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:
| Start |
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 55 minutes 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 |
Super tax above $3 million and QAR Final Report March 2023 1 hour and 1 minutes Watch this on-demand webinar hosted by the Macquarie Technical Advice Services team regarding the proposed additional 15 percent tax on superannuation balances in excess of $3 million and the Quality of Advice Review (QAR) Final Report recommendations, including the potential impact on financial advisers in the industry today. | Start |
Technical update: Quality of Advice, transfer balance cap and other developments October 2022 1 hour and 3 minutes Watch this CPD on-demand webinar hosted by the Macquarie Technical Advice Services team on the Quality of Advice, transfer balance cap and other developments. Macquarie’s technical specialists provided analysis and commentary on the Quality of Advice Review paper and changes to tax financial advice and action required by 31 December 2022. | Start |
Technical update: Super contributions - broadening the scope brings new opportunities June 2022 11 hour and 2mins The superannuation contribution rules will broaden further from 1 July 2022. Watch this CPD on-demand webinar hosted by David Barrett and Will Moloney from Macquarie’s Technical Advice Services team as they discuss how the new rules may affect your client strategies, and where the opportunities lie. | Start |
Wealth Management Investment Strategy
| Webinar | Link |
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2023 economic and financial markets outlook: better days ahead February 2023 57 minutes As we look into 2023, it might appear that the glass is half empty. Borrowing rates are high, economic growth is slowing, property prices are in decline and portfolio values have been under pressure. However, markets are forward looking. They are likely to recover well before the economy has bottomed. There has also been progress in resetting asset values and, importantly, getting inflation under control. Watch this webinar hosted by Jason Todd, Head of Wealth Management Investment Strategy, Macquarie’s Banking and Financial Services group. | Start |
2022 Mid-year economic and financial markets outlook August 2022 1 hour Mid-way through 2022 the global economy and financial markets continue to face several geopolitical and financial challenges. Watch our on-demand CPD webinar discussion moderated by Martin Lakos, Divisional Director, Macquarie Private Bank, with Justin Fabo, Macquarie’s Chief Economist for Australia and Jason Todd, Head of Wealth Management Investment Strategy in Macquarie’s Banking and Financial Services group, as they discuss what is driving the current economic and financial market conditions. | Start |
Macquarie Virtual Adviser Network
| Webinar | Link |
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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 |
Understand the benefits of scale and have a plan for sustainable growth December 2022 52 minutes and 32 seconds Listen to this education and insights CPD webinar hosted by Macquarie’s Virtual Advisor Network (VAN), where you’ll hear from Macquarie’s John Sullivan in discussion with Ben Norval from Prime Advisory and Peter Monahan from EJM Financial Services. They’ll identify opportunities and challenges in scaling your business and share tips for driving greater adviser productivity and effectiveness. | Start |
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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.