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Alina Petrova
Northbrook Wealth · Sydney
Practice Management
What'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 Rowe
Pearlwood Advisory · Brisbane
Investments
Curious 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 Nair
Southbank Financial · Melbourne
Insurance
Reminder that the wholesale-client threshold review closes next Friday. Happy to share the submission template we've drafted.
21 comments · 47 reactions
NewsMon, 7 Sept
AFSL applications: treat ASIC’s guidance as a business-model test
ASIC’s guidance on applying for and managing an AFS licence is most useful when it is used to test whether the proposed licence, governance documents and operating model describe the same business.
Ensombl Editorial Team · 6 min
Credit and financial planning: a perimeter review for advice practices
Whether a credit service can sit alongside financial planning depends on the activity, the entity providing it, applicable exemptions and the relevant credit licence or representative arrangement.
Ensombl Editorial Team · 9 min
ASIC sets out an online route for changing AFS licence details
The Regulatory Portal may be used for some licence-detail changes, but licensees must first establish which process applies and whether separate regulatory obligations are triggered.
Ensombl Editorial Team · 5 min
ASIC sets 30 September 2026 application deadline for affected digital asset facility providers
The deadline is aimed at providers operating under transitional arrangements, not every advice practice that recommends or holds digital assets for clients.
Ensombl Editorial Team · 6 min
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