Alina PetrovaNorthbrook Wealth · Sydney Practice ManagementWhat's everyone using to onboard new clients under the CDR rules? Would love to hear how you're structuring the initial data-collection call.12 comments · 24 reactions
Marcus RowePearlwood Advisory · Brisbane InvestmentsCurious how the room is thinking about the CSLR levy uplift — anyone pushing back on the assumptions in the draft numbers?8 comments · 15 reactions
Priya NairSouthbank Financial · Melbourne InsuranceReminder that the wholesale-client threshold review closes next Friday. Happy to share the submission template we've drafted.21 comments · 47 reactions