Archive for March 2021

It was great to catch up with most of you at PD days and the Principals’ briefings.  Much has happened since then and it feels great to be closing out the quarter with some momentum in readiness for the remainder of the year. Megs tells me that many of you have registered for access to…

We have put together an overview of the support advisers will receive from the Investment team. CLICK HERE to view.     In this Edition ·       A note from Annick ·       Save the Date ·       Investment Specialist Forum ·       Upcoming Webinars ·       The View ·       Madison Investment Support ·       Clime Project Streamline ·       Practice Efficiency…

For two exciting days we will bring together some of the leading investment thinkers in our industry. You will hear from portfolios managers, economists, investment experts & peers. Your current Investment Philosophy will be tested against the best ideas to challenge and refresh your thinking. We will also explore and debate current & emerging trends…

Keep up to date with latest Madison webinars! CLICK HERE for our April calendar. Enhanced FDS webinar series from 27 April As mentioned during the Enhanced FDS masterclass at our recent PD Days, we will be hosting webinars in the lead up to the Enhanced FDS changes which take effect 1 July 2021. The webinars…

We have made some changes to our Annual Event Calendar. Please CLICK HERE to view our updated version.   In this Edition ·       A note from Annick ·       Save the Date ·       Investment Specialist Forum ·       Upcoming Webinars ·       The View ·       Madison Investment Support ·       Clime Project Streamline ·       Practice Efficiency Reporting ·       Active…

Yes, it is that time of year again. We are heading into our final quarter for the CPD year. Our focus this week is getting all your internal CPD hours loaded into Ontrack including the recent PD days and Active File Review feedback sessions. An individual report will be sent next week to provide your…

From BT Financial Group BT Academy Tech Webinar Live: 7 April Join BT for the next BT Academy session on 7th April;  BT Academy – Episode 23 | SMSFs – Limiting the LRBA? which will be presented by Tim Howard, BT Technical Consultant. Register Here or view previous webinars visit: bt.com.au/professional. Other BT Articles The…

CLICK HERE to read the latest press release from Clime on Project Streamline.     In this Edition ·       A note from Annick ·       Save the Date ·       Investment Specialist Forum ·       Upcoming Webinars ·       The View ·       Madison Investment Support ·       Clime Project Streamline ·       Practice Efficiency Reporting ·       Active File Review Pilot ·      …