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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

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