Upcoming Webinars
CLICK HERE for the calendar of upcoming Madison Webinars.
Asset protection, structuring, succession planning and estate planning Webinar
Advisors providing holistic services will encounter various asset protection, structuring, succession planning and estate planning opportunities to directly add value to their clients. In this session, Chris Balalovski from BDO, will explore several strategies which will allow advisors to immediately identify and communicate various strategies that are relevant and important to the majority of their clients that are individuals and their family group entities. With over 26 years of experience, Chris uses his skills to develop strategies for clients with complex legal, tax and commercial needs. Chris focuses on providing his clients with the competitive advantage they need to succeed in local and international business. CLICK HERE to register for this webinar. To read more about Chris and BDO CLICK HERE.
Madison Investment Update webinar
Following your feedback via the poll on our Facebook Workplace site we have added some additional webinars. We have updated the regular monthly webinar to include the additional sessions with the next scheduled occurrence on 15 September. If you have not previously registered please CLICK HERE.
The updated schedule is below:
| Date | Topic |
| 29 September | Ethical Investing (Pendal/Regnan) |
| 20 October | Macro Update and Fixed Interest update (Clime) |
| 3 November | International Equities (Magellan) |
| 17 November | Macro Update and TBA |
| 1 December | Portfolio Construction |
| 15 December | Macro Update and TBA |
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 5th October at 12.30pm (AESDT). We will be releasing the topic details on Workplace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Meet with Megan Webinar series
Megan Thomson, our Advice Integration Manager, has released the next round of her ‘Meet with Megan’ webinar series. Kicking off on 14 October and continuing every Thursday at 12pm (AESTDT), Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 21 October – Client Fact Find Wizard
To get the most out of XPlan it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out hints and tips.
Thursday 28 October – Datafeeds, Commpay and Invoicing
This session will provide you with an understanding of the datafeed functionality, Commpay and Invoicing in XPlan. We will cover off; Initial datafeed set up, how to map datafeeds to your client records and troubleshooting datafeeds as well as provide you with a high level overview of Commpay mapping and reporting and adding an invoice to a client record.
Thursday 4 November – Enhanced FDS and Review process
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 11 November – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 18 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at existing accounts, comparisons and recommendations.
Thursday 25 November – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 2 December – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation using WealthSolver, CALM and Advice Constructor Wizard.
In this Edition
| · A message from Jaime
· Welcome to Sharon Dzodzadinov |
· Design & Distribution Obligations | · Virtual Express Experts – Income Protection APRA Sustainability changes |
Upcoming Webinars
CLICK HERE for the calendar of upcoming Madison Webinars.
Asset protection, structuring, succession planning and estate planning Webinar
Advisors providing holistic services will encounter various asset protection, structuring, succession planning and estate planning opportunities to directly add value to their clients. In this session, Chris Balalovski from BDO, will explore several strategies which will allow advisors to immediately identify and communicate various strategies that are relevant and important to the majority of their clients that are individuals and their family group entities. With over 26 years of experience, Chris uses his skills to develop strategies for clients with complex legal, tax and commercial needs. Chris focuses on providing his clients with the competitive advantage they need to succeed in local and international business. CLICK HERE to register for this webinar. To read more about Chris and BDO CLICK HERE.
Madison Investment Update webinar
Following your feedback via the poll on our Facebook Workplace site we have added some additional webinars. We have updated the regular monthly webinar to include the additional sessions with the next scheduled occurrence on 15 September. If you have not previously registered please CLICK HERE.
The updated schedule is below:
| Date | Topic |
| 29 September | Ethical Investing (Pendal/Regnan) |
| 20 October | Macro Update and Fixed Interest update (Clime) |
| 3 November | International Equities (Magellan) |
| 17 November | Macro Update and TBA |
| 1 December | Portfolio Construction |
| 15 December | Macro Update and TBA |
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 5th October at 12.30pm (AESDT). We will be releasing the topic details on Workplace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Meet with Megan Webinar series
Megan Thomson, our Advice Integration Manager, has released the next round of her ‘Meet with Megan’ webinar series. Kicking off on 14 October and continuing every Thursday at 12pm (AESTDT), Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 21 October – Client Fact Find Wizard
To get the most out of XPlan it is important that your client fact find data is entered in correctly. This session will take a detailed look into entering client fact find data pointing out hints and tips.
Thursday 28 October – Datafeeds, Commpay and Invoicing
This session will provide you with an understanding of the datafeed functionality, Commpay and Invoicing in XPlan. We will cover off; Initial datafeed set up, how to map datafeeds to your client records and troubleshooting datafeeds as well as provide you with a high level overview of Commpay mapping and reporting and adding an invoice to a client record.
Thursday 4 November – Enhanced FDS and Review process
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 11 November – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 18 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at existing accounts, comparisons and recommendations.
Thursday 25 November – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 2 December – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation using WealthSolver, CALM and Advice Constructor Wizard.
In this Edition
| · A message from Jaime
· Welcome to Sharon Dzodzadinov |
· Design & Distribution Obligations | · Virtual Express Experts – Income Protection APRA Sustainability changes |