In a low return environment advisers need to leverage every tool at their disposal to get the best outcome for clients without increasing risk or sacrificing efficiency for the firm.
In this session Macquarie draws from proprietary research to unpack how high-performing firms are managing strategic cash allocations to drive efficiency for their firms and better client outcomes.
- What are the industry trends in managing clients’ cashflow and strategic cash allocations?
- What issues are commonly faced by firms when managing their client’s strategic cash allocations?
- What are high-performing firms doing differently to achieve efficiencies in managing their clients’ cashflow and strategic cash allocation?
The session will aim to provoke fresh thinking as well as offer actionable insights to help firms improve both day-to-day client conversations and inform longer term strategic planning.Register Now
In this webinar, we will cover:
- Introducing SuperLX
- Regulatory update and why there’s more certainty today around LRBAs
- How to assess your client’s SMSF credit risk and distinguishing credit risk from investment risk
- The simplest way to arrange an SMSF loan for you and/or your client
- SuperLX and BGL integration in practice