AML/CTF compliance is often viewed as another layer of regulatory burden for advice businesses. This presentation reframes that perception by demonstrating that the AML regime represents sound business practice that protects advisers, clients, and professional reputations from the consequences of criminal misuse of financial services. Far from being merely a compliance exercise, effective AML/CTF arrangements are a practical tool for managing this risk.

Digital intelligence and evolving consumer trends are reshaping the future of financial advice, driving a shift toward more personalised, efficient, and tech-enabled services. By combining technology with human expertise, advisers can enhance decision-making, improve client engagement, and stay competitive in a rapidly changing landscape.

The Adviser Advantage Session: Beyond Markets: 3Lines & Knowledge Centre will will walk through the 3Lines compliance platform, including a live demonstration, and introduce the Knowledge Centre, our hub for CPD training, guidance, and key resources.

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.