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DTSTART;VALUE=DATE:20260513
DTEND;VALUE=DATE:20260514
DTSTAMP:20260417T213942
CREATED:20250728T040439Z
LAST-MODIFIED:20260325T041230Z
UID:10000218-1778630400-1778716799@faaa.au
SUMMARY:FAAA Roadshow: Adelaide
DESCRIPTION:
URL:https://faaa.au/event/faaa-roadshow-2026-adelaide/
LOCATION:Adelaide Convention Centre\, North Terrace\, Adelaide
CATEGORIES:National,South Australia State Community Events
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2025/07/Adel.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260514T120000
DTEND;TZID=Australia/Sydney:20260514T131500
DTSTAMP:20260417T213942
CREATED:20251215T051507Z
LAST-MODIFIED:20251215T051507Z
UID:10000278-1778760000-1778764500@faaa.au
SUMMARY:Masterclass: The adviser’s important role in times of sudden loss
DESCRIPTION:
URL:https://faaa.au/event/masterclass-the-advisers-important-role-in-times-of-sudden-loss/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2025/12/9.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260514T150000
DTEND;TZID=Australia/Sydney:20260514T160000
DTSTAMP:20260417T213942
CREATED:20260413T054541Z
LAST-MODIFIED:20260413T061026Z
UID:10000340-1778770800-1778774400@faaa.au
SUMMARY:Webinar: Federal Budget 2026-27
DESCRIPTION:Upcoming webinar\n				\nFederal Budget 2026-27\nThursday 14 May 2026 \n3:00pm – 4:00pm AEST \nUp to 1 CPD hours available  \n					\n									Register now\n					 \nFor guidance on creating your FAAA Learn account\, click here \n																														 \nSession Overview\nJoin Phil Anderson\, General Manager of Policy\, Advocacy\, and Standards\, as he gives a first-hand breakdown and reaction to the 2025-26 Federal Budget and find out how the Budget will affect you and your clients. \nYou will also have the opportunity to ask questions during the live session. \nMeet your speaker\n																														 \nPhil Anderson \nGeneral Manager\, Policy Advocacy & Standards \nPhil Anderson is the General Manager Policy\, Advocacy & Standards of the Financial Advice Association Australia (FAAA). Phil had spent over 10 years at the Association of Financial Advisers (AFA)\, including most recently as CEO before the successful vote to merge with the Financial Planning Association (FPA). \nHe has previously worked for Netwealth as General Manager Governance and Advice\, and Colonial First State\, where he was the Head of Risk Management & Compliance for the CFS Advice business. Phil has been in the financial services industry for over 25 years\, having also worked with AMP\, MLC and Perpetual. \nPhil has been responsible for policy\, including the Quality of Advice Review\, and the implementation of the requirements of the Professional Standards legislation and the Royal Commission Recommendations. Phil has previously been integrally involved in the FoFA\, TASA\, Education/Professional Standards and the Life Insurance Framework debates including driving the development of submissions to FASEA\, Treasury\, ASIC\, the Tax Practitioners Board and Parliamentary Committees. Phil is a CPA and has a Bachelor and Masters of Commerce along with the DFP and ADFP. \n																														 \nName \nTitle\, Company \nBio
URL:https://faaa.au/event/webinar-federal-budget-2026-27/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/04/Canberra.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260514T163000
DTEND;TZID=Australia/Sydney:20260514T190000
DTSTAMP:20260417T213942
CREATED:20260409T054639Z
LAST-MODIFIED:20260409T225511Z
UID:10000337-1778776200-1778785200@faaa.au
SUMMARY:FAAA Melbourne Gen Next: Ales & Tales Event
DESCRIPTION:Upcoming event\n				\nFAAA Melbourne Gen Next: Ales & Tales Event\n\n\n										Thursday 14 May 2026\n									\n\n										4:30pm-7:00pm\n									\n\n										The Imperial\, 2-8 Bourke Street\, Melbourne\n									\n\n					\n									Member registration\n					\n					\n									Non member registration\n					 \nFAAA Event Code of Conduct \n																														 \nOverview\nKick-start your career in financial advice with an evening that blends great insights\, real-world stories\, and great company. \nAles & Tales is all about the fundamentals of portfolio construction\, breaking down the building blocks every successful adviser needs to master. Designed for university students and emerging professionals\, this event will help you turbo‑charge your technical skills\, deepen your industry knowledge\, and build confidence for life in advice. \nThe night kicks off with an interactive Vanguard Portfolio Construction Workshop\, exploring the key drivers of long-term investment outcomes and how advisers create sustainable value for clients. You’ll gain practical insights into portfolio construction trends\, asset allocation decisions\, and how to balance active management and indexing using managed funds and ETFs\, all within a rapidly evolving advice landscape focused on Trust\, Value\, and Sustainability. \nWe’ll then bring the theory to life\, hearing from three experienced advisers on how they apply these principles in practice\, followed by perspectives from an active fund manager on the role active strategies play within portfolios. \nWe’ll wrap up with networking drinks and canapés\, giving you the chance to connect with peers\, advisers\, and industry leaders — and swap a few tales of your own. \nWhether you’re curious about financial advice or ready to sharpen your edge\, this is an event not to miss.  \nAgenda  \n4:30pm – Event registration5:00pm – Welcome5:10pm – Vanguard-Portfolio construction fundamentals5:40pm – Bentham-The role of active fixed Income5:55pm – Adviser panel discussion6:10pm – Networking\, drinks and canapes7:00pm – Event concludes \nWe look forward to seeing you there! \nMeet your speakers\n																														 \nMatthew Rea \nPartner & Lead Adviser\, Tribeca Financial \nMatthew works with professionals and families to help them make clearer\, more confident decisions about cash flow\, investing\, superannuation\, and long‑term wealth planning. \nMatthew is known for his practical\, down‑to‑earth approach and his ability to cut through complexity. He focuses on what matters most to his clients and turns financial advice into clear steps they can understand and act on. Beyond his client work\, Matthew contributes to the advice profession through writing\, client education\, and mentoring the next generation of advisers. \nHe believes the most valuable advice is not just technically sound\, but advice that clients can genuinely understand and feel confident putting into practice. \n																														 \nAakash Mehta \nFinancial Adviser\, FMD Financial \nAakash has nearly a decade of experience across client services\, paraplanning\, associate adviser and adviser roles. Originally from Mumbai\, India\, he holds a Bachelor of Commerce and moved to Australia on a full scholarship to complete a Master of International Finance\, an MBA\, and a Graduate Diploma of Financial Planning at Deakin University. Aakash has been with FMD Financial for 6.5 years\, a national advice firm supporting approximately 2\,500–3\,000 clients with around 60 staff and $3 billion in funds under management. At FMD\, he works closely with working professionals transitioning into retirement\, as well as clients impacted by personal injury and structured settlement matters\, and is passionate about delivering empathetic\, goals‑based advice thoughtfully layered with investment strategy. \n																														 \nKarli Tsemetzis \nPrivate Wealth Consultant\, DPM Financial Services \nKarli specialises in working with medical professionals\, helping them build\, manage and protect their wealth throughout each stage of their career \nWith over 11 years of experience in the financial services industry\, Karli provides tailored advice across investment strategy\, superannuation\, cashflow management and long-term financial planning. She understands the unique challenges faced by doctors\, from transitioning into private practice to managing complex income structures and works closely with her clients to simplify decision-making and create clear\, strategic direction. \nKarli is passionate about delivering personalised\, high-quality advice that empowers her clients to make confident financial decisions and achieve their long-term goals. \nCost\nFAAA Members $25 incl GST \nNon-members $45 incl GST \nThank you to our event supporters
URL:https://faaa.au/event/faaa-melbourne-gen-next-ales-tales-event/
LOCATION:The Imperial\, 2-8 Bourke Street\, Melbourne
CATEGORIES:Melbourne Metro Community Events
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/04/Gen-Next-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260514T173000
DTEND;TZID=Australia/Sydney:20260514T193000
DTSTAMP:20260417T213942
CREATED:20260327T025647Z
LAST-MODIFIED:20260327T031354Z
UID:10000327-1778779800-1778787000@faaa.au
SUMMARY:FAAA Gold Coast Chapter Networking Event for Financial Advisers & Lawyers
DESCRIPTION:Upcoming event\n				\nFAAA Gold Coast Chapter Networking Event for Financial Advisers & Lawyers\n\n\n										Thursday 14 May\n									\n\n										5:30pm – 7:30pm\n									\n\n										Emerald Lakes Golf Course\, corner of Nerang Broadbeach Road and Alabaster Drive\, Carrara QLD\n									\n\n					\n									Member registration\n					\n					\n									Non member registration\n					 \nFAAA Event Code of Conduct \n																														 \nOverview\nThe FAAA Gold Coast Chapter Committee is pleased to invite you to attend the FAAA Gold Coast Chapter Networking Event\, taking place on Thursday 14 May at Emerald Lakes Golf Club. \nYou’re invited to an exclusive networking event designed to bring together Gold Coast financial advisers and lawyers for an afternoon of drinks\, nibbles and quality connections. This relaxed and informal event provides a great opportunity to expand your professional network\, exchange referrals and explore collaboration opportunities with like‑minded professionals from complementary industries. \nThis event is ideal for building meaningful connections\, strengthening professional relationships and engaging with the local Gold Coast advice community in a friendly\, social setting. \nWe look forward to welcoming you for an enjoyable afternoon of conversation\, connection and networking. Tickets are limited\, so we encourage you to secure your place early. \nWe hope to see you there! \nFAAA Gold Coast Chapter Committee \nCost\n$50 for FAAA Members & FAAA Student Members\, \n$50 for non-members \nThank you to our event supporters
URL:https://faaa.au/event/faaa-gold-coast-chapter-networking-event-for-financial-advisers-lawyers/
LOCATION:Emerald Lakes Gold Club\, 3 Alabaster Drive\, Carrara QLD
CATEGORIES:Gold Coast Chapter,QLD & NT Regional Community Events
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/03/Networking-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260514T173000
DTEND;TZID=Australia/Sydney:20260514T200000
DTSTAMP:20260417T213942
CREATED:20260330T052209Z
LAST-MODIFIED:20260406T231240Z
UID:10000330-1778779800-1778788800@faaa.au
SUMMARY:FAAA Sydney Gen Next Workshop – The adviser experience: Client conversations in practice
DESCRIPTION:Upcoming event\n				\nFAAA Sydney Gen Next Workshop – The adviser experience: Client conversations in practice\n\n\n										Thursday 14 May 2026\n									\n\n										5:30pm – 8:00pm\n									\n\n										ART\, Grosvenor Place\, Level 16\, 225 George St\, Sydney NSW\n									\n\n										CPD will be available (TBC)\n									\n\n					\n									Member registration\n					\n					\n									Non member registration\n					 \nFAAA Event Code of Conduct \n																														 \nOverview\nFAAA Sydney GEN NEXT Community returns with our first workshop event of the year – Pretend Planner for an Evening. \nFor new entrants to Financial Advice\, it’s no secret that getting client facing experience is difficult. For those in client service roles or with ambition to become an Adviser\, it’s a critical skill to develop.  \nWith an engaging group case study format\, this event provides the opportunity to analyse client scenarios\, whilst practicing the ability to communicate effectively and ask targeted questions as a Financial Adviser would through role playing. Attendees will receive feedback from experienced Advisers to improve their client engagement skills.  \nAt the conclusion of the event\, there will be a chance to connect with other advice professionals over canapes and refreshments. \nBe sure to register in advance\, as spots are limited. \nAgenda5:15pm – 6:00pm: Registration and pre-event networking6:00pm – 7:00pm: Workshop7:00pm – 7:30pm: Q&A7:30pm – 8:00pm: Networking over drinks and Nibbles \nCPD hours will be available and confirmed prior to the event. \nIf you are interested in becoming a student member ($0 Membership Fee) and attending this event for free\, please contact students@faaa.au \nWe look forward to seeing you there! \nFAAA Sydney GEN NEXT Committee \nMeet your speakers\n																														 \nName \nTitle\, Company \nBio \n																														 \nName \nTitle\, Company \nBio \nCost\nFAAA Members $20 incl GST \nFAAA Student members $10 incl GST \nNon-members $30 incl GST \nNibbles and drinks included \nThank you to our event supporters
URL:https://faaa.au/event/faaa-sydney-gen-next-workshop-the-adviser-experience-client-conversations-in-practice/
LOCATION:225 George Street\, Sydney\, NSW 2000
CATEGORIES:NSW & ACT Regional Community Events,Sydney Metro Community Events
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/03/FAAA-Gen-Next-events-image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260515
DTEND;VALUE=DATE:20260516
DTSTAMP:20260417T213942
CREATED:20250728T041035Z
LAST-MODIFIED:20260325T042048Z
UID:10000219-1778803200-1778889599@faaa.au
SUMMARY:FAAA Roadshow: Perth
DESCRIPTION:
URL:https://faaa.au/event/faaa-roadshow-2026-perth/
LOCATION:Perth Convention and Exhibition Centre\, 21 Mounts Bay Road\, Perth
CATEGORIES:National,Western Australia State Community
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2025/07/Per.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260520T120000
DTEND;TZID=Australia/Sydney:20260520T130000
DTSTAMP:20260417T213942
CREATED:20260316T052630Z
LAST-MODIFIED:20260316T230534Z
UID:10000318-1779278400-1779282000@faaa.au
SUMMARY:Webinar: AFCA: The Consumer Experience
DESCRIPTION:Upcoming webinar\n				\nAFCA: The Consumer Experience\nWednesday 20 May \n12:00pm – 1:00pm AEST \nUp to 1 CPD hour available  \n					\n									Register now\n					 \nFor guidance on creating your FAAA Learn account\, click here \n																														 \nSession Overview\nGain practical insights into what consumers experience when lodging a complaint with AFCA and learn how to support them with clarity and confidence throughout the process. This webinar breaks down each stage of the journey and offers simple\, effective strategies to guide consumers through challenges and expectations. You’ll also discover key takeaways that can strengthen your own advice approach\, helping you deliver clearer communication\, better outcomes\, and a more supportive consumer experience. \nMeet your speakers\n																														 \nNeil Kendall OAM CFP® \nAdviser\, Tupicoffs \nNeil joined Tupicoffs in 2002 after spending many years with major financial institutions. \nNeil has been Chair of the Financial Planning Association Board and the Chair of the Financial Planning Standards Board Council. \nDuring his role as an FPA Director\, he has been pivotal in the FPA’s evolution into a professional association and in raising standards for members. Neil worked with members\, government and lawmakers to ensure the profession evolved. \nDuring his time as Chair of FPSB\, Neil was involved in lifting the standards of financial planning and in the management of the CERTIFIED FINANCIAL PLANNER® designation globally.
URL:https://faaa.au/event/webinar-afca-the-consumer-experience/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/03/Website-Events-Feature-Image-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260521T120000
DTEND;TZID=Australia/Sydney:20260521T131500
DTSTAMP:20260417T213942
CREATED:20251215T051554Z
LAST-MODIFIED:20251215T051608Z
UID:10000279-1779364800-1779369300@faaa.au
SUMMARY:Masterclass: Legal & estate planning implications (with or without a will)
DESCRIPTION:
URL:https://faaa.au/event/masterclass-legal-estate-planning-implications-with-or-without-a-will/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2025/12/10.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260527T113000
DTEND;TZID=Australia/Sydney:20260527T150000
DTSTAMP:20260417T213942
CREATED:20260326T235501Z
LAST-MODIFIED:20260326T230947Z
UID:10000323-1779881400-1779894000@faaa.au
SUMMARY:2026 FAAA Sydney Metro Community State of Origin Lunch
DESCRIPTION:Upcoming event\n				\n2026 Sydney Metro Community State of Origin Lunch\n\n\n										Wednesday 27 May\n									\n\n										12:00pm – 3:00pm \nGold & Silver Supporter Registration: From 11:00am \nGeneral Registration: From 11:30am \nEvent Time: 12:00pm – 3:00pm\n									\n\n										The Grand Ballroom\, The Fullerton Hotel\, 1 Martin Place\, Sydney\n									\n\n					\n									Member registration\n					\n					\n									Non member registration\n					 \nFAAA Event Code of Conduct \n																														 \nOverview\nThe FAAA Sydney Metro Community Committee is thrilled to invite you to our highly anticipated annual event – the 2026 FAAA Sydney State of Origin Lunch\, held on the day of Game I of the series!​Join us on Wednesday 27 May at The Fullerton Hotel Sydney\, for this popular event. \nThis high-profile\, sell-out\, networking event will see proceeds generated from fundraising activities on the day go towards PCYC NSW. \n​PCYC NSW is a youth charity built by the community\, for the community. They have served the community since 1937 and are the largest provider of community sports and recreation across New South Wales. For more information on PCYC NSW\, please visit their website. \nAll attendees will go into the raffle draw in support of PCYC NSW for the major prize of:​ \n2 x TICKETS to the AMPOL State of Origin Game INEW SOUTH WALES vs. QUEENSLANDat Accor Stadium on Wednesday 27 May​ \nTo avoid disappointment\, purchase your tickets now as this event will sell out quickly – seats are limited!​We look forward to seeing you there!​FAAA Sydney Metro Community Committee \nHear from our MC and guest speakers about all things Origin: \n																														 \nMC: Darryl ‘Big Marn’ Brohman \nOne of State of Origin’s most recognisable figures. A former NSW and Australian representative\, Darryl brings unrivalled Origin experience\, sharp insights and legendary stories shaped both on the field and in the commentary box. \n																														 \nChris ‘Choppy’ Close \nA true State of Origin great. A former Queensland and Australian representative\, Chris made Origin history as the first Man of the Match\, renowned for his toughness\, passion and uncompromising style. \n																														 \nBryan ‘Fletch’ Fletcher \nFormer Australian Kangaroo and NSW Blues representative and one of rugby league’s most recognisable personalities. Now a popular media figure\, Bryan is known for his sharp humour and entertaining stories from on and off the field. \n																														 \nPaul ‘Siro’ Sironen \nFormer Australian Kangaroo and NSW Blues representative and a Balmain Tigers legend. Renowned for his toughness and leadership on the field\, Siro now shares his insights and stories from an outstanding rugby league career. \nCost\nGeneral registration  \nMember Individual Ticket: $185 incl. GST \nMember Table of Ten (10): $1\,850 incl. GST \nNon-member Individual Ticket: $220 incl. GST \nNon-member Table of Ten (10): $2\,200 incl. GST \n​ \nSupporter Packages \nTrue Blue Table of 10 Supporter Package: $3\,300 incl. GST \nMighty Maroon Table of 10 Supporter Package: $3\,300 incl. GST \nThank you to our event supporters\nGold Supporter\n																														 \nSilver Supporter
URL:https://faaa.au/event/2026-faaa-sydney-metro-community-state-of-origin-lunch-2/
LOCATION:The Fullerton Hotel\, 1 Martin Place Sydney NSW
CATEGORIES:Sydney Metro Community Events
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/03/SOO-Sydney-Event-Image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260528T120000
DTEND;TZID=Australia/Sydney:20260528T131500
DTSTAMP:20260417T213942
CREATED:20251215T051711Z
LAST-MODIFIED:20251215T051711Z
UID:10000280-1779969600-1779974100@faaa.au
SUMMARY:Masterclass: Tax\, superannuation\, centrelink & business succession
DESCRIPTION:
URL:https://faaa.au/event/masterclass-tax-superannuation-centrelink-business-succession/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2025/12/11.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260602T120000
DTEND;TZID=Australia/Sydney:20260602T130000
DTSTAMP:20260417T213942
CREATED:20260401T230359Z
LAST-MODIFIED:20260413T011107Z
UID:10000331-1780401600-1780405200@faaa.au
SUMMARY:Webinar: Reclaiming your time with AI
DESCRIPTION:Upcoming webinar\n				\nReclaiming your time with AI\nTuesday 2 June 2026 \n12:00pm – 1:00pm AEST \nUp to 1 CPD hour available  \n					\n									Register now\n					 \nFor guidance on creating your FAAA Learn account\, click here \n																														 \nSession Overview\nFinancial advisers spend hours each week on tasks that are essential but repetitive – comparing product features across providers\, turning client meeting notes into structured advice documents\, and assembling review materials. What if AI could handle the heavy lifting\, giving you that time back for the work that actually requires your expertise? \nIn this session\, Dr. Leigh Coney introduces Claude Cowork\, Anthropic’s new AI tool designed for knowledge workers. Through two live demonstrations tailored to financial advice workflows\, you’ll see how Cowork can take a set of publicly available Product Disclosure Statements and produce a structured comparison in minutes\, and how it can transform raw client file notes into draft Statement of Advice sections. This isn’t a theoretical overview of AI. You’ll walk away with a clear understanding of what today’s AI tools can practically do for your practice\, where the limitations are\, and how to evaluate whether these tools are right for your business. \nBy the end of this session\, participants will be able to: \n\nUnderstand what agentic AI tools like Claude Cowork are and how they differ from standard chatbot interactions.\nIdentify specific tasks within a financial advice workflow – such as product research and advice document preparation – where AI can deliver meaningful time savings.\nEvaluate the practical capabilities and current limitations of AI tools for use in their own practice.\nRecognise key considerations around data privacy and security when using AI in a financial advice context.\nApply a framework for assessing whether an AI tool is appropriate for a given task\, supporting informed decision-making about technology adoption in their business.\n\nMeet your speakers\n																														 \nDr Leigh Coney \nFounder & Principal Consultant\, WorkWise Solutions \nDr. Leigh Coney is the Founder and Principal Consultant at WorkWise Solutions\, where he specialises in designing AI solutions for financial services firms. With over a decade of research into how humans interact with emerging technology in high-stakes environments\, his work focuses on decision-making frameworks that bridge the gap between AI capability and real-world adoption. Dr. Coney’s approach combines technical architecture with behavioural science and change management –  ensuring AI systems don’t just get built\, but actually get used. He is the author of more than eight research papers on responsible AI adoption\, including “Measuring AI ROI in Private Equity: A Framework for Decision Velocity vs. Decision Quality.”
URL:https://faaa.au/event/webinar-reclaiming-your-time-with-ai/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/04/istockphoto-2208322869-AI-timesaver.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260603T120000
DTEND;TZID=Australia/Sydney:20260603T124500
DTSTAMP:20260417T213942
CREATED:20260409T231045Z
LAST-MODIFIED:20260409T231609Z
UID:10000338-1780488000-1780490700@faaa.au
SUMMARY:Webinar: ASIC Report 824: Review of SMSF Establishment Advice
DESCRIPTION:Upcoming webinar\n				\nASIC Report 824: Review of SMSF Establishment Advice\nWednesday 3 June 2026 \n12:00pm – 12:45pm AEST \nUp to 0.75 CPD hours available  \n					\n									Register now\n					 \nFor guidance on creating your FAAA Learn account\, click here \n																														 \nSession Overview\nASIC’s Report 824 Review of SMSF establishment advice provides insights from ASIC’s review of the quality of personal advice provided by financial advisers to retail clients about establishing a self-managed superannuation fund (SMSF). \nThe report sets out findings\, examples\, action points and risk indicators that financial advisers and advice licensees can use to improve the quality of their SMSF establishment advice\, better identify circumstances where an SMSF should not be recommended and detect misconduct. \nIn this webinar\, ASIC will outline its key findings and observations from the review including common deficiencies identified in the SMSF establishment advice\, consideration of the client’s relevant circumstances and professional judgement in determining whether an SMSF was suitable for the client. ASIC will also cover expectations in relation to the best interests duty\, appropriateness of advice\, prioritisation of the client’s interests and consideration of whether an SMSF is suitable compared to alternative superannuation options. \nThe session will also touch on the expectations of advice licensees when their representatives provide SMSF establishment advice\, including governance\, supervision and detecting misconduct. \nMeet your speakers\n																														 \nLeah Sciacca \nSenior Executive Leader (Financial Advice and Investment Management)\, ASIC \nLeah leads ASIC’s Financial Advice and Investment Management team within the Regulation and Supervision group. The team oversees the regulatory work associated with financial advisers\, advice licensees\, managed investment schemes\, wholesale funds\, platforms and managed discretionary accounts. Prior to this role\, Leah was ASIC’s Senior Executive Leader\, Financial Advisers. \nLeah has more than 13 years of regulatory experience and has worked on significant policy and enforcement initiatives. Leah is focused on improving access to good quality affordable advice and working to address conduct in the advice and investment management sectors that leads to poor consumer outcomes. Prior to joining ASIC\, Leah was a practising financial adviser for over 10 years\, representing several Australian financial services licensees and providing personal advice to retail clients. Leah holds a degree in Business from the Queensland University of Technology as well as a Graduate Diploma of Applied Corporate Governance.
URL:https://faaa.au/event/webinar-asic-report-824-review-of-smsf-establishment-advice/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/04/audit-website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260604T120000
DTEND;TZID=Australia/Sydney:20260604T131500
DTSTAMP:20260417T213942
CREATED:20251215T051807Z
LAST-MODIFIED:20251215T051807Z
UID:10000281-1780574400-1780578900@faaa.au
SUMMARY:Masterclass: Ethical decision-making\, professional boundaries & adviser wellbeing
DESCRIPTION:
URL:https://faaa.au/event/masterclass-ethical-decision-making-professional-boundaries-adviser-wellbeing/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2025/12/12.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260605T150000
DTEND;TZID=Australia/Sydney:20260605T180000
DTSTAMP:20260417T213942
CREATED:20260402T030609Z
LAST-MODIFIED:20260402T030609Z
UID:10000334-1780671600-1780682400@faaa.au
SUMMARY:FAAA Brisbane INSPIRE GROW Series 2026 - Brand with confidence - Session Two
DESCRIPTION:
URL:https://faaa.au/event/faaa-brisbane-inspire-grow-series-2026-brand-with-confidence-session-two/
LOCATION:The Parlour\, 209 Brunswick Street\, Fortitude Valley
CATEGORIES:Brisbane Metro Community
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/04/Inspire-Brisbane.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260708T120000
DTEND;TZID=Australia/Sydney:20260708T150000
DTSTAMP:20260417T213942
CREATED:20260119T053734Z
LAST-MODIFIED:20260119T053734Z
UID:10000293-1783512000-1783522800@faaa.au
SUMMARY:2026 FAAA Brisbane Metro Community State of Origin Lunch
DESCRIPTION:
URL:https://faaa.au/event/2026-faaa-brisbane-metro-community-state-of-origin-lunch/
LOCATION:Brisbane Convention & Exhibition Centre
CATEGORIES:Brisbane Metro Community
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/01/SOO.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20260716T140000
DTEND;TZID=Australia/Sydney:20260716T150000
DTSTAMP:20260417T213942
CREATED:20260319T024214Z
LAST-MODIFIED:20260319T025040Z
UID:10000320-1784210400-1784214000@faaa.au
SUMMARY:Webinar: Retirement portfolio construction in the age of lifetime income
DESCRIPTION:Upcoming webinar\n				\nRetirement portfolio construction in the age of lifetime income: A Practical Framework for Rethinking the Efficient Frontier\nThursday 16 July 2026 \n2:00pm-3:00pm AEST \nUp to 1 CPD hour available  \n					\n									Register now\n					 \nFor guidance on creating your FAAA Learn account\, click here \n																														 \nSession Overview\nThe retirement income landscape in Australia is evolving rapidly\, with a growing range of lifetime income products now available alongside traditional account-based pensions. \nAs advisers consider where lifetime income solutions might fit within retirement portfolios – particularly in light of the growing policy focus on lifetime income – it naturally prompts a reassessment of traditional portfolio construction frameworks that treat volatility as the primary measure of risk. \nIn retirement\, the risk that matters most to many clients isn’t volatility in its own right\, but its consequences: the risk that income or accessible assets deteriorate or run out due to sequence risk\, longevity\, or product choices. \nThis webinar explores how advisers may start to think differently about retirement portfolio construction\, combining investment portfolios\, innovative income streams and traditional annuities to align with different client objectives. \nDrawing on global research and probability-weighted modelling approaches\, the session will explore: \n\nhow traditional efficient frontier thinking misses important retirement issues such as lifespan uncertainty and run-out probabilities\nthe role that traditional and ‘innovative’ lifetime income products can play within investment portfolios to redefine what is ‘efficient’ for clients\npractical frameworks for comparing strategies across multiple client objectives over the full course of retirement.\n\n  \nUsing real case studies\, we will demonstrate how to assess retirement portfolio allocations across thousands of market and lifespan scenarios\, to quantify outcomes such as: \n\nprobability of running out of income\nexpected total income for life\naccess to capital at all stages of retirement\npotential estate outcomes.\n\n  \nBecause lifetime income products vary significantly in structure\, guarantees and flexibility\, comparing a range of options can materially change the outcomes delivered to clients. \nThe goal is to introduce a clear framework and practical insights to help advisers navigate this evolving area of retirement advice. \nMeet your speakers\n																														 \nJim Hennington \nCEO\, Apricot Actuaries \nActuary Jim Hennington has been working in retirement planning and financial software for 25 years. He has been involved in the Actuaries Institute submissions on Regulating Digital Product Advice\, the Retirement Income Covenant\, Retirement Incomes Review\, Quality of Advice Review and Innovative Retirement Income Stream (IRIS) Legislative Considerations. He was actively involved in producing the Institute’s guidance notes on Good Practice Principles for Retirement Modelling and Innovative Income Streams. Jim co-authored the papers ‘10 Good Practice Principles for Retirement Modelling’ in 2016\, ‘A Framework for Maximising Retirement Income’ in 2021 and ‘We asked how 2\,500 planners formulate retirement income advice’ in 2018.
URL:https://faaa.au/event/webinar-retirement-portfolio-construction-in-the-age-of-lifetime-income/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/03/Website-Events-Feature-Image-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Perth:20260819T160000
DTEND;TZID=Australia/Perth:20260819T180000
DTSTAMP:20260417T213942
CREATED:20260327T015108Z
LAST-MODIFIED:20260327T015108Z
UID:10000324-1787155200-1787162400@faaa.au
SUMMARY:FAAA WA Inspire GROW Series 2026 - Session 1
DESCRIPTION:
URL:https://faaa.au/event/faaa-wa-inspire-grow-series-2026-session-1/
LOCATION:Telethon Speech and Hearing\, 36 Dodd Street\, Wembley WA
CATEGORIES:Western Australia State Community
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/03/Grow26-image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Perth:20260916T160000
DTEND;TZID=Australia/Perth:20260916T180000
DTSTAMP:20260417T213942
CREATED:20260327T015431Z
LAST-MODIFIED:20260327T015431Z
UID:10000325-1789574400-1789581600@faaa.au
SUMMARY:FAAA WA Inspire GROW Series 2026 - Session 2
DESCRIPTION:
URL:https://faaa.au/event/faaa-wa-inspire-grow-series-2026-session-2/
LOCATION:Telethon Speech and Hearing\, 36 Dodd Street\, Wembley WA
CATEGORIES:Western Australia State Community
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/03/Grow26-image.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Perth:20261028T160000
DTEND;TZID=Australia/Perth:20261028T180000
DTSTAMP:20260417T213942
CREATED:20260327T015515Z
LAST-MODIFIED:20260327T015515Z
UID:10000326-1793203200-1793210400@faaa.au
SUMMARY:FAAA WA Inspire GROW Series 2026 - Session 3
DESCRIPTION:
URL:https://faaa.au/event/faaa-wa-inspire-grow-series-2026-session-3/
LOCATION:Telethon Speech and Hearing\, 36 Dodd Street\, Wembley WA
CATEGORIES:Western Australia State Community
ATTACH;FMTTYPE=image/png:https://faaa.au/wp-content/uploads/2026/03/Grow26-image.png
END:VEVENT
END:VCALENDAR