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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
NewsSun, 30 Aug
The trustee becomes the gatekeeper: what legislated advice fee caps mean for practices that charge from super
Super trustees will be legally obliged to cap the advice fees they deduct from member accounts. A third party now sets the ceiling on what practices can charge, and will build the controls to enforce it.
Ensombl Editorial Team · 8 min
A $50,000 sale, 1,400 complaints and a going concern note: the Sequoia case is the profession's live test
Sequoia has disclosed material uncertainty over its ability to continue as a going concern and intends to revive the $50,000 sale of InterPrac. This is where the question of who pays for large-scale advice failure gets answered in practice.
Ensombl Editorial Team · 8 min
The prudential fence: why Mulino revived the new class of adviser, and then locked most of the industry out
The new class of adviser is back, confined for at least three years to APRA-regulated super funds and life insurers. Advice licensees and banks are locked out, and the three-year review clause is the part nobody is examining.
Ensombl Editorial Team · 7 min
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
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