A Wider View of Wealth
Your home for the latest in industry insights, technical advice and more.
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Welcome to the April edition of Wider View of Wealth
This month we bring you key technical advice resources to help you prepare for the end of financial year with your clients.
“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.”
Top technical resources
Article | The April technical roundup
Stay up to date on recent Government reforms and announcements including the recent Quality of Advice reforms introduced to Parliament and the Paid Parental Leave scheme.
Article | End of year strategies for financial advisers
A quick reference source to help with some of the key year-end planning matters that may need to be considered for clients.
Enhance your education | On-demand webinars
A year of change for financial advisers
Macquarie’s technical specialists, David Barrett and Will Moloney, examine recent progress and what could be next within the financial advice landscape. Topics include the QAR - its latest developments and next steps, division 296 tax – what will it look like and what are the alternatives, as well as an update on the death bed death benefits nominations.
Access and Evolve portfolios – 2024 asset allocation and outlook
Gary Ding CFA, Senior Portfolio Manager, Macquarie Asset Management and Jason Evans, Product Director, Investments for Macquarie’s Banking and Financial Services group provided an update on the Macquarie Asset Management Access and Evolve portfolio, including a 2024 asset allocation outlook and Access and Evolve multi-asset portfolios’ investment plan for the year.
Innovation insights for advice firms to scale - learnings from the US
In this session our group of panellists share their key technology and advice insights learnt in the US at the 2023 Virtual Adviser Network (VAN) Global Innovation Program (GIP).
Our three panellists discuss the innovation opportunities for scale and growth they took from the tour, as well as their learnings of the wealth industry’s adoption of AI, and what opportunity the upcoming intergenerational wealth transfer poses.
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Useful technical advice resources
2024–25 Non-concessional contribution capacity flowchart
A visual tool to help you determine a client’s non-concessional contribution cap capacity.
The ins and out of insuring through super
This guide focuses on the tax and benefit access issues to provide key principles or ‘rules of thumb’ for insurance arrangements.
Education and insights
For more education and insights visit our Insights Hub.
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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.