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.
The ATO’s Tax Determination TD 2024/7, released in September 2024, has profound implications for the tax deductibility of the financial advice fees, and may have consequential implications for how financial advisers charge their advice fees.
In this webinar (CPD 1.5 hours), Tangelo Advice Consulting’s Conrad Travers and the FAAA’s David Barrett will unpack the ATO’s tax determination and explain in detail why its impact is so significant. They’ll also introduce you to the FAAA’s Tax Deductibility of Advice Fees: A Practical Guide to Implementation, developed by the FAAA in conjunction with Chartered Accountants Australia and New Zealand, CPA Australia and the Institute of Professional Accountants.
The session will cover how sections 8-1 and 25-5 of ITAA97 operate to provide deductions for financial advice fees, and what financial advisers need to do to help their clients claim the deduction. You’ll also learn how the meaning of tax (financial) advice is crucial to section 25-5 deductions.
There will be practical examples of how to apportion financial advice fees into deductible and non-deductible portions.
This session is highly recommended for all QTRPs and support staff.
Life Insurance: shades of grey you may not have considered.
Join Zurich’s esteemed Risk Strategy Specialist, Adam Crabbe, for a fresh look at crucial topics, including:
- The latest health trends and what they mean for your advice recommendations.
- Key beneficiary and taxation considerations to guide you on the nuances of recommending cover inside and outside super.
- Effective sum insured methodologies to determine the right cover levels for your clients.
- Regulatory perspectives to help you stay compliant and informed in an ever-changing industry.
- Claims considerations, highlighted by a recent claims study.
Insurance Illuminated packs a punch – whether you’re a seasoned insurance professional, returning to risk or new to the field, this series offers valuable insights for everyone. Don’t miss out on this chance to elevate your practice.
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.
TPD: Myth-busting the makeup of TPD events and definitions.
Join Zurich’s esteemed Risk Strategy Specialist, Adam Crabbe, for a fresh look at crucial topics, including:
- The latest health trends and what they mean for your advice recommendations.
- Key beneficiary and taxation considerations to guide you on the nuances of recommending cover inside and outside super.
- Effective sum insured methodologies to determine the right cover levels for your clients.
- Regulatory perspectives to help you stay compliant and informed in an ever-changing industry.
- Claims considerations, highlighted by a recent claims study.
Insurance Illuminated packs a punch – whether you’re a seasoned insurance professional, returning to risk or new to the field, this series offers valuable insights for everyone. Don’t miss out on this chance to elevate your practice.
Trauma Insurance: Insights into conditions, costs and coverage.
Join Zurich’s esteemed Risk Strategy Specialist, Adam Crabbe, for a fresh look at crucial topics, including:
- The latest health trends and what they mean for your advice recommendations.
- Key beneficiary and taxation considerations to guide you on the nuances of recommending cover inside and outside super.
- Effective sum insured methodologies to determine the right cover levels for your clients.
- Regulatory perspectives to help you stay compliant and informed in an ever-changing industry.
- Claims considerations, highlighted by a recent claims study.
Insurance Illuminated packs a punch – whether you’re a seasoned insurance professional, returning to risk or new to the field, this series offers valuable insights for everyone. Don’t miss out on this chance to elevate your practice.
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.
FAAA annual Congress. Full details on its website.
Early Bird (available from early June)
- Member – $1,210
- Non-member – $2,345
Standard (from 30 September)
- Member – $1,525
- Non-member – $2,660
- All pricing inc GST