Centrepoint Alliance monthly adviser update for LaVista practices.
This month will be joined by Ben Warnes, Investment Sales Director of PM Capital.
Investment conditions have changed – now, more than ever, is the time to re-think active investing. This session will highlight the need for a fresh approach to investment conversations, portfolio construction and management in light of rapidly changing market conditions. The presentation will tackle some of the misconceptions around active investing by providing a fresh look on adopting a blended strategy of active and passive investing. Now is the time for a more discerning investment approach to ensure long-term success for clients.
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This webinar will cover upcoming changes to the Risk Profiles and Asset Allocations used by Centrepoint. The Research, Professional Standards and Technology teams will all walk through the changes and how they will affect your practice.

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Join us for an engaging technical session designed to keep you up to date with the latest developments in the SMSF space.

Topics to be covered include the valuation of assets, TBA reporting, failing the pay minimum pension income, the ATO’s compliance hit list to 2025, legacy pensions and reserve allocations, and an update on Division 296.

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Registration for our Apri Risk and Returns Roadshow is open now. Join these state-based roadshows led by top industry and technical experts to enhance your professional development. You can view the full agenda here.

These are also a great opportunity to network with your peers and new members of the wider Centrepoint Alliance community.

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Centrepoint Alliance monthly adviser update for:

LaVista Licensee Solutions

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Costly Missteps Reducing the Impact of Errors

Minor errors can result in compensation payments to clients, along with considerable resources and time spent to correct these mistakes. Join Nicole Alexander, Head of Licensee Standards to review examples including the rising instances of implementation errors and discuss strategies for minimising mistakes.

 

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Lending as a Service is designed to assist Centrepoint Alliance advisers by streamlining the incorporation of lending services into their practices, removing the need to understand the entire lending industry comprehensively. Learn more by attending this webinar.

 

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Join LivePreso’s CEO, Aaron Cooper, as he shows why practices save an average of 1 day a week using LivePreso Advice to make compliant, secure and interactive advice documents, without changing your process in Xplan.

Watch the recording here.

This session will cover the latest updates and advance functionality of copilot, providing valuable tips and tricks to enhance your experience.

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Quarterly AFSL Compliance Webinar

Our Licensee Solutions Live series for 2025 will include quarterly AFSL Compliance updates, the first being on 13 February 2025 at 12:00pm AEDT.

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Register for this recurring webinar series here.

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Location
Level 13, Corporate Centre One
2 Corporate Court
Bundall QLD 4217

Phone:
1300 557 598

Email:
enquiries@lavista.com.au

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