Calendar

 

May
7
Wed
TAL Risk Academy Ethics Courses
May 7 @ 11:00 am – 12:00 pm

The series of weekly live webinars – presented by TAL’s Technical Experts David Glen and Scott Hoger – will focus on practical, real-world case studies, offering advisers valuable insights into how they can align their practices and comply with the latest professional and ethical standards. Alongside strengthening their understanding of the Code of Ethics, advisers can earn up to 4 CPD hours in Professionalism and Ethics.

Shaped by adviser feedback and including real-world scenarios, this year’s updated program will explore the following key themes:

  • Week 1 – Ethical Dilemmas: Embracing Imperfection
  • Week 2 – FSCP Provisions & Determinations
  • Week 3 – Navigating Best Interest & Appropriateness
  • Week 4 – Standard 6: Guide Me Over the Long Term

Starting May 7, advisers can earn up to 4 CPD hours in Professionalism and Ethics by attending four weekly webinars held every Wednesday in May from 11am-12pm AEST, contributing to the 9-hour annual requirement for this category.

To enrol in the TAL Risk Academy, advisers can contact their local TAL Sales Representative or visit the TAL Adviser Centre.

 

May
14
Wed
ANZIIF AGM and Networking Event (Members Only)
May 14 @ 12:30 pm – 2:30 pm

The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is pleased to invite members to its 2025 AGM, followed by the newly launched Member Connect networking event.

For the first time since 2019, ANZIIF’s AGM will return to an in-person format, offering members the chance to reconnect face-to-face.

Following the AGM, and the announcement of a new President and Vice President, ANZIIF will debut its premier Member Connect networking event. Designed to foster professional relationships, this event will bring together insurance professionals to build meaningful industry connections.

The AGM and networking event will take place on 14 May 2025 at 12-Micron in Sydney, NSW.

AGM: 12:30pm-1.30pm Member Connect Networking session: 1:35pm-2:30pm.

May
21
Wed
MDRT Queensland: Lunch and Learn May 2025
May 21 @ 11:45 am – 2:30 pm

he MDRT team is delighted to invite you to the latest event in our MDRT Lunch & Learn series, featuring a not-to-be-missed session with Sharon McClafferty, Founder and CEO of Slipstream Group.

This event is proudly supported by Futurity Investment Management, our Education Partner for this session. As part of the program, Futurity will be presenting a thought-provoking case study in collaboration with one of your MDRT peers, highlighting how innovative strategies are being applied in real-world advice practices.

Date: Wednesday 21st May 2025.

Location: Tattersalls Club, Boardroom, 215 Queen Street, Brisbane QLD 4000. Courtesy of Russell Investments.

Time: 12.00 pm start till 2.30 pm.

What makes top-performing financial planning businesses stand out? They achieve strong margins, sustainable growth, and the freedom their owners envision—while continuing to deliver outstanding value to clients and attracting exceptional talent.

The secret? Three core systems that, when working in harmony, form the foundation of a resilient, scalable, and successful business. Whether your firm generates $500K or over $10M in revenue, these systems are key to boosting profitability, improving efficiency, and driving long-term growth.

In this exclusive, interactive session, Sharon will unpack:
✅ The three critical systems behind the success of leading firms
✅ Financial performance insights from businesses just like yours
✅ Real-world transformations achieved through strategic focus
✅ Practical strategies you can implement right away to elevate your business

There will also be plenty of time for live Q&A, so bring your questions and insights!

Don’t miss this opportunity to gain powerful insights and practical tools to strengthen your business as we head into a new year.

Special thanks to Futurity for supporting MDRT and helping continue the MDRT Coaching series into 2025.

Your Host will be Kris Chapman, MDRT State Chair – Queensland.

May
23
Fri
MDRT NSW: Lunch and Learn May 2025
May 23 @ 11:45 am – 2:30 pm

The MDRT team is delighted to invite you to the latest event in our MDRT Lunch & Learn series, featuring a not-to-be-missed session with Sharon McClafferty, Founder and CEO of Slipstream Group.

This event is proudly supported by Futurity Investment Management, our Education Partner for this session. As part of the program, Futurity will be presenting a thought-provoking case study in collaboration with one of your MDRT peers, highlighting how innovative strategies are being applied in real-world advice practices.

Date: Friday, 23rd of May, 2025.

Location: QT Hotel, 49 Market Streey, Sydney NSW 2000.

Time: 12.00 pm start till 2.30 pm.

What makes top-performing financial planning businesses stand out? They achieve strong margins, sustainable growth, and the freedom their owners envision—while continuing to deliver outstanding value to clients and attracting exceptional talent.

The secret? Three core systems that, when working in harmony, form the foundation of a resilient, scalable, and successful business. Whether your firm generates $500K or over $10M in revenue, these systems are key to boosting profitability, improving efficiency, and driving long-term growth.

In this exclusive, interactive session, Sharon will unpack:
✅ The three critical systems behind the success of leading firms
✅ Financial performance insights from businesses just like yours
✅ Real-world transformations achieved through strategic focus
✅ Practical strategies you can implement right away to elevate your business

There will also be plenty of time for live Q&A, so bring your questions and insights!

Don’t miss this opportunity to gain powerful insights and practical tools to strengthen your business as we head into a new year.

Special thanks to Futurity for supporting MDRT and helping continue the MDRT Coaching series into 2025.

Your Host will be Benjamin Johnson.

FAAA Professional Development Lunch
May 23 @ 12:00 pm – 2:00 pm

The FAAA SE Melbourne Chapter Committee invite you to attend its Professional Development Lunch Event on Friday 23 May for an Asian inspired set menu lunch at The Royal Hotel Mornington.

The rising cost of education isn’t just a statistic, it’s a reality for every parent, grandparent and soon to be families. This session is designed to create a safe, engaging space where Financial Advisers and their professional networks can openly explore how and when an Education Bond becomes suitable.

We will unpack key trends from Futurity’s annual Cost of Education Report, and hear a candid interview with a fellow adviser, sharing how they intuitively identify education bond opportunities, through life events, legacy and estate conversations, and future family planning. Hear from our guest speaker Amy Parsons, Business Development Manager, Futurity Investment Group to discuss ‘Future-Funded: The Power of Education Bonds in Today’s Advice Conversation.’

CPD hours to be awarded for this event.

Cost: $38 for FAAA Members, $48 for non-members.

FAAA Members click here. Non-member registrations here.

May
30
Fri
MDRT Victoria: Lunch and Learn May 2025
May 30 @ 11:45 am – 2:30 pm

The MDRT team is delighted to invite you to the latest event in our MDRT Lunch & Learn series, featuring a not-to-be-missed session with Sharon McClafferty, Founder and CEO of Slipstream Group.

This event is proudly supported by Futurity Investment Management, our Education Partner for this session. As part of the program, Futurity will be presenting a thought-provoking case study in collaboration with one of your MDRT peers, highlighting how innovative strategies are being applied in real-world advice practices.

Date: Friday, 30th of May, 2025.

Location: Futurity Investment Group: Level 15 / 333 Collins Street, Melbourne.

Time: 12.00 pm start till 2.30 pm.

What makes top-performing financial planning businesses stand out? They achieve strong margins, sustainable growth, and the freedom their owners envision—while continuing to deliver outstanding value to clients and attracting exceptional talent.

The secret? Three core systems that, when working in harmony, form the foundation of a resilient, scalable, and successful business. Whether your firm generates $500K or over $10M in revenue, these systems are key to boosting profitability, improving efficiency, and driving long-term growth.

In this exclusive, interactive session, Sharon will unpack:
✅ The three critical systems behind the success of leading firms
✅ Financial performance insights from businesses just like yours
✅ Real-world transformations achieved through strategic focus
✅ Practical strategies you can implement right away to elevate your business

There will also be plenty of time for live Q&A, so bring your questions and insights!

Don’t miss this opportunity to gain powerful insights and practical tools to strengthen your business as we head into a new year.

Special thanks to Futurity for supporting MDRT and helping continue the MDRT Coaching series into 2025.

Your Host will be Paul Milbourne, MDRT State Chair – Victoria.

Jun
11
Wed
Annual ALUCA Life Insurance Excellence Awards
Jun 11 @ 6:30 pm – 10:30 pm

Now in its eighth year, the ALUCA Life Insurance Excellence Awards celebrate the value that great life insurance underwriting, claims, rehabilitation and other professionals contribute to the industry.

They also provide an opportunity for the best in the profession to recognise the fantastic work being done by their peers and colleagues.

Aug
21
Thu
ANZIIF Awards
Aug 21 @ 6:00 pm

The awards celebrate the outstanding achievements of individuals and businesses across the Australian insurance industry, recognising excellence, innovation and success while fostering a strong sense of community and connection within the sector.