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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
NewsThu, 27 Aug
Give AI the Job Nobody Wants
I bet two years of my life companies would use AI do the work they valued. They did not. Here's why I think advice will be the last job AI takes.
Clayton Daniel · 12 min
Twelve years late, but welcome: the SMSF residential borrowing ban
The prohibition on new residential LRBAs has been in force since 10 August. The policy is right, twelve years after Murray recommended it. The process that delivered it, and the drafting it left behind, deserve less applause.
Ensombl Editorial Team · 10 min
Payday super's first two months done, but the June quarter tail carries a contributions cap sting
Eight weeks in, the seven-business-day regime is holding, but deferred June quarter contributions can tip higher-income clients over the $32,500 cap, and the government's promised legislative fix is not yet law.
Ensombl Editorial Team · 7 min
The scheme is working. The funding model is not.
Advisers are about to pay for a third round of failures they had no part in. Defending the levy's design has become indefensible, and defending compensation itself remains essential.
Ensombl Editorial Team · 10 min
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