Milford, a leading New Zealand active manager with A$28bn+ FUM, has grown strongly in Australia since 2014. Their Dynamic Small Companies Fund, recently added to Lifestyle's APL, is gaining adviser traction as a satellite allocation. NSW Regional Manager Katharine Jackson supports advisers with 15+

Join us for an insightful session on Aged Care Advice with Jemma Briscoe, Director of Aged Care Gurus. Jemma will share practical strategies and insights to help advisers navigate the complexities of aged care planning, funding options, and client conversations with confidence.

Exploring modern ethics in financial advice: theory, dilemmas, and practical application

When the Unexpected Happens – Are You Ready to Guide Your Clients?
A permanent injury or illness can turn your client’s world upside down. Join MLC TechConnect for a practical, interactive session on how to:

Unlock vital cashflow and funding options

Navigate complex super, tax, and insurance rules

In this webinar, Toby Lewis examines whether Australia’s strong labour market could threaten the RBA’s 2–3% inflation target — and the potential consequences of keeping interest rates higher for longer.

Join Ani Islam, Director of Apex Compliance Services and creator of Planimate™ – the 5-minute animated SoA platform transforming advice delivery. He’ll provide a compliance update and showcase how video SoAs are saving advisers time and lifting client engagement. Plus, hear from Andy Hills, a retired adviser sharing a real-life compliance cautionary tale.

Catch up on this session with Ray David, Portfolio Manager of the Blackwattle Long-Short Quality Fund, as he explains the fund’s active long-short strategy, stock selection approach, and performance highlights.

The March Adviser Advantage Session featured Richard Ivers and Mike Younger sharing insights on the Prime Value Emerging Opportunities Fund (Class B). With a focus on small cap Australian and NZ equities, the fund continues to deliver strong, risk-adjusted returns, backed by disciplined research, quality holdings, and a proven track record of outperformance.

Stonewall's model portfolio's launch and we heard from North surrounding Lifetime Super product.

Listen to Toby Lewis, Chairman of the Stonewall Investment Committee, in this insightful recording, as he discusses the US election results, China’s economic stimulus, and updates on Stonewall’s portfolio performance. Perfect for gaining expert analysis of past market events.

Anisul Islam from Apex Compliance, our external auditor, will be discussing Statements of Advice (SOAs), including key insights into the optimal length of SOAs and exploring the innovative use of video-style SOAs.
Michael Baker will be presenting on the Gyrostat Fund, providing a comprehensive overview of its structure and potential benefits for clients.

This session will go beyond markets and dive into the core elements that will drive success in your advisory practice, as a member of the LAM network.