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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
NewsWed, 9 Sept
The reporting client moves while the collection stays steady
APRA's brought-forward transition from D2A to APRA Connect matters first to affected entities, and only conditionally to advice practices connected to them.
Ensombl Editorial Team · 5 min
The notification clock starts with the AFS licence detail change
ASIC’s Regulatory Portal guidance covers AFS licence details and the CPD year, while the practice question is how those timing rules connect to internal change processes.
Ensombl Editorial Team · 6 min
ASIC's digital asset relief now has a licence test
For licensees and practices that may be involved in providing digital asset-related financial products or services, the ASIC notice leaves a scope question to resolve.
Ensombl Editorial Team · 5 min
ASIC's growth mandate carries an impact question, with consumer and market integrity protections intact
ASIC's opening statement to the Parliamentary Joint Committee on Corporations and Financial Services explains what the Government's new Statement of Expectations asks the regulator to consider.
Ensombl Editorial Team · 5 min
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