On-demand webinars

Webinar	Link
EOFY webinar 2026 May 2026 1 hour In this webinar, we provide a comprehensive overview of our EOFY hub, a central resource designed to streamline your end-of-financial-year processes. We explore critical updates on pension management, tax reporting, and contribution strategies, while providing essential processing cut-off dates and downloadable calendar reminders to keep your EOFY on track. The session also features a look ahead at our wrap product roadmap and vital cyber security tips to help you stay informed and protected against scams during this period.	Start
Macquarie’s technology roadmap for 2025 February 2025 45 mins In this session, Michelle Weber, Head of Macquarie Wrap and Adam Hett, Head of Wealth Digital Experience showcase upcoming functionalities and enhancements you can expect for live chat and Request Centre in 2025.	Start
Understanding security threats \| Tools to keep your clients safe from scams and fraud September 2024 50 mins As a member of the financial advice industry, you are often at the front line helping to protect your clients from the threats of scams and fraud. Ensuring you are up to date with the latest trends and technology to combat these threats is paramount. In this practical webinar, we looked at fraud and scam trends affecting clients today and discussed the practical tools you can use, including the role Macquarie Authenticator plays, to keep client information and funds secure.	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

Webinar

Link

EOFY webinar 2026

May 2026

1 hour

In this webinar, we provide a comprehensive overview of our EOFY hub, a central resource designed to streamline your end-of-financial-year processes. We explore critical updates on pension management, tax reporting, and contribution strategies, while providing essential processing cut-off dates and downloadable calendar reminders to keep your EOFY on track. The session also features a look ahead at our wrap product roadmap and vital cyber security tips to help you stay informed and protected against scams during this period.

Start

Macquarie’s technology roadmap for 2025

February 2025

45 mins

In this session, Michelle Weber, Head of Macquarie Wrap and Adam Hett, Head of Wealth Digital Experience showcase upcoming functionalities and enhancements you can expect for live chat and Request Centre in 2025.

Start

Understanding security threats | Tools to keep your clients safe from scams and fraud

September 2024

50 mins

As a member of the financial advice industry, you are often at the front line helping to protect your clients from the threats of scams and fraud. Ensuring you are up to date with the latest trends and technology to combat these threats is paramount.

In this practical webinar, we looked at fraud and scam trends affecting clients today and discussed the practical tools you can use, including the role Macquarie Authenticator plays, to keep client information and funds secure.

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

Webinar	Link
Macquarie’s perspective on the 2026 Federal Budget May 2026 1 hour In this webinar, Will Moloney, Senior Technical Services Manager at Macquarie, provides Macquarie’s perspective and analysis on how the 2026 Federal Budget will impact financial service professionals and their clients.	Start
2026 Technical advice round up and latest Wrap developments February 2026 1 hour In this webinar, Macquarie’s technical specialist, Will Moloney shares his insights on the latest legislative and regulatory updates, including where we are headed with the revised Division 296 tax for those with super balances of more than $3 million. He is joined by Macquarie’s Senior Training Manager, Mark Fussell who explores the latest Macquarie Wrap developments, including Term Deposit transacting in Adviser Online, Group Performance Reporting, and visibility of Individual Third Party Authorities at an account level.	Start
Macquarie technical advice services CPD webinar September 2025 1 hour In this session, Macquarie’s technical specialist, Will Moloney, and Macquarie’s Senior Training Manager, Mark Fussell, focus on the latest technical developments including: Updates on Division 296 tax Aged care reform changes Legacy pension amnesty Tips to avoid contribution errors Latest Macquarie Wrap features	Start
Topical technical developments affecting financial advisers March 2025 1 hour In this session, Macquarie’s technical specialist, Will Moloney shared his insights on the latest legislative and regulatory updates, including: The 2025-26 Federal Budget Upcoming changes for 2025-26, such as the general transfer balance cap, NCC cap, and total super balance thresholds New flexibility for closing old legacy pensions Updates on the rules regarding the allocation of reserves Macquarie’s Senior Training Manager, Mark Fussell, also joined the session to provide an update on the latest Macquarie Wrap developments, including changes to super fund investment limits and new trustee obligations when paying adviser fees.	Start
The latest technical and legislative developments for financial advisers October 2024 1 hour Through 2024 we’ve seen a number of legislative and regulatory developments including the ATO’s ruling on deductibility of financial advice fees, and the Government’s pension amnesty announcements, as well as progress being made on the proposed Div 296 tax. In this session, Macquarie’s technical advice specialist Will Moloney, provided commentary on these important topics and more: The ATO’s final ruling on the deductibility of financial advice fees The Government’s complying pension amnesty announcement Progress of the proposed Div 296 tax Proposed aged care reforms from 1 July 2025, and Indexation of the transfer balance cap for 2025-26 We also looked at the popular downsizer contribution rules, with a focus on: Strategic considerations in the planning process Some common mistakes and how to avoid them, and Some interesting questions asked by advisers	Start
A year of change ahead for financial advisers March 2024 1 hour Macquarie’s technical specialists, David Barrett and Will Moloney, examine recent progress and what’s next for the financial advice industry. Topics include: The Quality of Advice Review – the latest developments and next steps Division 296 Tax – what will it look like and what are the alternatives? An update on the death bed benefits nominations.	Start

Webinar

Link

Macquarie’s perspective on the 2026 Federal Budget

May 2026

1 hour

In this webinar, Will Moloney, Senior Technical Services Manager at Macquarie, provides Macquarie’s perspective and analysis on how the 2026 Federal Budget will impact financial service professionals and their clients.

Start

2026 Technical advice round up and latest Wrap developments

February 2026

1 hour

In this webinar, Macquarie’s technical specialist, Will Moloney shares his insights on the latest legislative and regulatory updates, including where we are headed with the revised Division 296 tax for those with super balances of more than $3 million.

He is joined by Macquarie’s Senior Training Manager, Mark Fussell who explores the latest Macquarie Wrap developments, including Term Deposit transacting in Adviser Online, Group Performance Reporting, and visibility of Individual Third Party Authorities at an account level.

Start

Macquarie technical advice services CPD webinar

September 2025

1 hour

In this session, Macquarie’s technical specialist, Will Moloney, and Macquarie’s Senior Training Manager, Mark Fussell, focus on the latest technical developments including:

Updates on Division 296 tax
Aged care reform changes
Legacy pension amnesty
Tips to avoid contribution errors
Latest Macquarie Wrap features

Start

Topical technical developments affecting financial advisers

March 2025

1 hour

In this session, Macquarie’s technical specialist, Will Moloney shared his insights on the latest legislative and regulatory updates, including:

The 2025-26 Federal Budget
Upcoming changes for 2025-26, such as the general transfer balance cap, NCC cap, and total super balance thresholds
New flexibility for closing old legacy pensions
Updates on the rules regarding the allocation of reserves

Macquarie’s Senior Training Manager, Mark Fussell, also joined the session to provide an update on the latest Macquarie Wrap developments, including changes to super fund investment limits and new trustee obligations when paying adviser fees.

Start

The latest technical and legislative developments for financial advisers

October 2024

1 hour

Through 2024 we’ve seen a number of legislative and regulatory developments including the ATO’s ruling on deductibility of financial advice fees, and the Government’s pension amnesty announcements, as well as progress being made on the proposed Div 296 tax.

In this session, Macquarie’s technical advice specialist Will Moloney, provided commentary on these important topics and more:

The ATO’s final ruling on the deductibility of financial advice fees
The Government’s complying pension amnesty announcement
Progress of the proposed Div 296 tax
Proposed aged care reforms from 1 July 2025, and
Indexation of the transfer balance cap for 2025-26

We also looked at the popular downsizer contribution rules, with a focus on:

Strategic considerations in the planning process
Some common mistakes and how to avoid them, and
Some interesting questions asked by advisers

Start

A year of change ahead for financial advisers

March 2024

1 hour

Macquarie’s technical specialists, David Barrett and Will Moloney, examine recent progress and what’s next for the financial advice industry. Topics include:

The Quality of Advice Review – the latest developments and next steps
Division 296 Tax – what will it look like and what are the alternatives?
An update on the death bed benefits nominations.

Start

Webinar	Link
The mid-year economic and financial markets outlook August 2024 1 hour The global economy has proved remarkably resilient over the past year, with growth coming in around the long-run average. We expect this to continue into 2025, as central banks across the developed world begin to lower rates. However, with growth proving robust and inflation still above target in most countries, rate cuts are expected to be modest. In this session, moderated by Private Banker, Julia Parsons, we hear from Macquarie’s leading investment experts, Paul Huxford, Dan Fabbro as they discuss: The likelihood of reduced growth through to 2025, and the outlook for interest rates over the next 12 months. The impact of recent and upcoming elections on the global economy and trade. How we expect global equity markets to perform throughout the second half of 2024.	Start

Webinar

Link

The mid-year economic and financial markets outlook

August 2024

1 hour

The global economy has proved remarkably resilient over the past year, with growth coming in around the long-run average. We expect this to continue into 2025, as central banks across the developed world begin to lower rates. However, with growth proving robust and inflation still above target in most countries, rate cuts are expected to be modest.

In this session, moderated by Private Banker, Julia Parsons, we hear from Macquarie’s leading investment experts, Paul Huxford, Dan Fabbro as they discuss:

The likelihood of reduced growth through to 2025, and the outlook for interest rates over the next 12 months.
The impact of recent and upcoming elections on the global economy and trade.
How we expect global equity markets to perform throughout the second half of 2024.

Start

Session topic	Key focus area	Register here
Topic 1: Adviser online and cash applications overview	Gain a foundational understanding of the Adviser Online platform. Learn how to navigate its interface and master the intricacies of cash account applications for seamless client onboarding and management.	Thursday 7 May Webinar registration link Thursday 4 June Webinar registration link Thursday 2 July Webinar registration link
Topic 2: Wrap applications, fee calculator and fee consents	Dive into efficient wrap account applications, and effectively utilise the integrated fee calculator and generate fee consents.	Thursday 14 May Webinar registration link Thursday 11 June Webinar registration link Thursday 9 July Webinar registration link
Topic 3: Wrap Transacting, auto cash management, work in progress, Term Deposits, and alerts	Master daily transactions, understand the benefits of auto cash functionalities, manage your work in progress efficiently, explore term deposit options, and set up alerts to stay informed on critical account activities.	Thursday 21 May Webinar registration link Thursday 18 June Webinar registration link Thursday 16 July Webinar registration link
Topic 4: Wrap reporting	Generate essential reports for compliance and client communication. Utilise reporting tools for comprehensive client insights.	Thursday 28 May Webinar registration link Thursday 25 June Webinar registration link Thursday 23 July Webinar registration link

Session topic

Key focus area

Register here

Topic 1: Adviser online and cash applications overview

Gain a foundational understanding of the Adviser Online platform. Learn how to navigate its interface and master the intricacies of cash account applications for seamless client onboarding and management.

Thursday 7 May
Webinar registration link

Thursday 4 June
Webinar registration link

Thursday 2 July
Webinar registration link

Topic 2: Wrap applications, fee calculator and fee consents

Dive into efficient wrap account applications, and effectively utilise the integrated fee calculator and generate fee consents.

Thursday 14 May
Webinar registration link

Thursday 11 June
Webinar registration link

Thursday 9 July
Webinar registration link

Topic 3: Wrap Transacting, auto cash management, work in progress, Term Deposits, and alerts

Master daily transactions, understand the benefits of auto cash functionalities, manage your work in progress efficiently, explore term deposit options, and set up alerts to stay informed on critical account activities.

Thursday 21 May
Webinar registration link

Thursday 18 June
Webinar registration link

Thursday 16 July
Webinar registration link

Topic 4: Wrap reporting

Generate essential reports for compliance and client communication. Utilise reporting tools for comprehensive client insights.

Thursday 28 May
Webinar registration link

Thursday 25 June
Webinar registration link

Thursday 23 July
Webinar registration link

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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.

On-demand webinars

2026 Federal Budget insights