Ensombl
ArticlesPodcastQ&A

Members

Ensombl Q&A is a private community for Australian financial advisers. Sign in to post, comment and follow topics.

Sign in

Ensombl is open to existing members. Join the waitlist

CPDcheck
Reduce CPD admin.
  • Turn existing training into CPD
  • Certificates sent automatically
  • Audit-ready on every decision
Try it at cpdcheck.com
About · Legal · Code of conduct · Contact
Share something with the community…
Post
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
NewsTue, 8 Sept
The line in the board pack that deserves a second look
For advice businesses, the test of regulatory intelligence is whether an emerging concern can be traced through affected processes, control owners, exceptions and decisions.
Ensombl Editorial Team · 6 min
A clean advice sale can still inherit a digital asset problem
ASIC’s final call ahead of the 30 June 2025 licensing deadline puts a sharper question to buyers of advice practices: did the target provide a financial product service involving digital assets, and who was authorised to do it?
Ensombl Editorial Team · 8 min
The licensing deadline belongs to the provider
ASIC’s 30 June 2025 deadline raises a narrower question for advice practices: what, if anything, does a client referral involve under the Corporations Act?
Ensombl Editorial Team · 7 min
30 June changes the digital asset question for advice businesses
ASIC’s final licensing call points to a defined group of firms and activities, requiring licensees to separate regulated digital asset work from touchpoints that warrant review but do not, by themselves, establish a licensing obligation.
Ensombl Editorial Team · 6 min
Keep learning
EX
Editorial
Bridging the expectations gap in retirement advice
Expand · 9 min
OR
Editorial
The diversification illusion: why “balanced” portfolios may be more exposed than they appear
Orbis · 8 min
GL
Editorial
The New Age of Advice
Generation Life · 62 min
NE
Editorial
Private Markets: breaking through the noise
Netwealth · 8 min
Ensombl

Sign in

Enter the email address associated with your membership.

Keep reading Ensombl Editorial →·Legal