Latest insights

Discover new opportunities through our collection of articles, special reports, news and webinars.

2019 AdviceTech research report

In this report we examine the twenty-six technologies used by advisers in their practice – their adoption, benefits and popular suppliers.

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Winding up your SMSF the right way

Understand what to consider if you're thinking about winding up an SMSF.

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With change comes your chance to explore new perspectives

Guides and resources to help you navigate the changing financial advice landscape.

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For wealth professionals


Business strategy

Financial advice: Key factors in the transition to a profession

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Business strategy

Building a fee model in a post-Hayne world.

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Business strategy

What could the future of best interest duty look like.

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Business strategy

Why advice businesses are shifting to private-label managed accounts.

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For investors

 

Portfolio Construction

The importance of a strong management team.

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Portfolio Construction

Why more Australians should consider high-grade bonds.

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Portfolio Construction

Three ways investing overseas helps de-risk a portfolio.

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Portfolio Construction

Diversifying a portfolio with hybrid investments.

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Educational webinars

 

Adviser webinars

Watch our collection of webinars featuring perspectives from CEOs and industry experts.

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Investor webinars

Conversations with experts on the issues that matter most in portfolio construction and investing.

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Platform updates




Security features

Create and update your password and learn about other security features. 

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Cash management

Automate your monthly cash liquidity requirements. 

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Payments and withdrawals

Make multiple withdrawals and payments to third-party bank accounts.

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Challenger Annuities 

Retirement solutions from Netwealth and Challenger.

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