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Webinars

WEBINARS

Sometimes we record our webinars to allow for our members to watch it back if they can't make it on the day.

 

The Evolution of Transfer Agency (Unit Registry)
(October 2025)

In Australia's evolving asset management landscape, transfer agency, commonly referred to as unit registry in Australia, has become a critical lever for growth, operational resilience and investor satisfaction.

Asset managers are under increasing pressure to modernise operations, meet rising investor experiences and deliver on evolving regulatory demands, all while still achieving scale and efficiency. Yet legacy TA models are often holding firms back, creating friction in investor servicing, innovation and operational agility.

Watch it now Slides

ESG: Institutional Investors Leading the Way
(September 2025)

Join us for an exclusive webinar where we unveil the latest findings from the ValueExchange and its partners, including the International Securities Services Association, as they provide insight on the evolving landscape of DLT (Blockchain) and digital assets.

After five years of monitoring global developments, this session answers the critical questions: How, where, and why is digital asset utilisation emerging in 2025? What are the most promising use cases for DLT in financial services?

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Unlocking the value of DLT (Blockchain)
(Aug 2025)

Join us for an exclusive webinar where we unveil the latest findings from the ValueExchange and its partners, including the International Securities Services Association, as they provide insight on the evolving landscape of DLT (Blockchain) and digital assets.

After five years of monitoring global developments, this session answers the critical questions: How, where, and why is digital asset utilisation emerging in 2025? What are the most promising use cases for DLT in financial services?

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Connecting digital islands - Unlocking the Potential of Digital Asset Securities
(Aug 2025)

The digitalisation of securities has been under the spotlight recently and with good reason – BCG and StanChart are predicting upwards of 16-30 trillion for tokenised markets globally from 2030. And on the digital currencies end, Visa has estimated more than 220 billion dollars of stablecoins are currently in circulation. Closer to home, we have RBA and DCFRC launching their own programme Project Acacia to investigate this potential and to pave the way for such innovation and growth.

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CPS230 – Where to now 
(July 2025)

This session will cover the current regulatory requirements, including risk management frameworks, contingency planning, international experiences, and the necessity for continuous audits and assessments. These measures are crucial for maintaining the stability of the financial system and ensuring robust oversight. The webinar will also address the significant impacts on the custody services and superannuation funds, such as business impacts, internal processes, and enhanced transparency and reporting.

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PwC Global Wealth and Asset Manager Survey

(June 2025)

Disruptive technology is fuelling AWM revenue growth—and delivering improvements in operational efficiency. What’s more disruptive tech in driving product and service innovation, as these technologies transition from supporting back-office functions to playing a more prominent role in customer interactions.

You can also access the presentation here.

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Navigating the Future: Global and Local Post-Trade and Securities Processing Trends

(May 2025)

Local and global Post-Trade and Securities Processing environments continue to evolve. The Depository Trust & Clearing Corporation (DTCC) will provide valuable insights into navigating the future and the evolving landscape.

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Fiscal Finale – ACSA Pre year-end tax update

(May 2025)

As the financial year draws to a close, the tax leaders of the Australian Custodial Service Association (ACSA) are sharing insights on key tax matters for ACSA members and their clients.

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2024 Webinars

T+1 in the United Kingdom – When, why and how?
(Dec 2024)

Insights into the UK's shift to T+1 and its impact on AU/NZ markets.

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Regulating Digital Assets
(Nov 2024)

What custodians need to know about Australia’s evolving digital asset regulations.

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Blockchain – DLT and Financial Services
(Sept 2024)

Where and why digital asset liquidity is forming in 2024.

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Driving Growth in Asset Management 2024
(Sept 2024)

Key findings from global asset managers on growth outlooks.
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T+1 Settlement in Australia
(Sept 2024)

Feedback and takeaways from ASX’s 2024 industry whitepaper on T+1.
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Tokenisation in Asset Management
(Sept 2024)

In collaboration with Calastone, is excited to bring forward looking insights into new operating technologies, like Distributed Ledgers, will change the way investors transact in financial markets

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CPS230 Update
(Aug 2024)

Guidance for understanding critical operations and APRA expectations.

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Climate Reporting – Sustainability Standards
(May 2024)

What AASB’s climate disclosure proposals mean for custodians.

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T+1 North America + Australia
(March 2024)

Final countdown and its impact on Australian markets.
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Efficient Data – ACSA + FSC Tax Fund Standard
(Feb 2024)

Standardising data exchange for fund tax automation.
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Smarter Securities to transform securities flows
(Jan 2024)

Standardising data exchange for fund tax automation.

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The Evolution of Managed Funds and Distribution
(Jan 2024)

Standardising data exchange for fund tax automation.

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Developing New Operating Models: Cloud and Full Outsourcing
(Jan 2024)

Standardising data exchange for fund tax automation.

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Corporate governance: Driving industry efficiencies
(Jan 2024)

Standardising data exchange for fund tax automation.

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2023 & Earlier

Crypto ETFs – Simplifying Crypto Investment
(Nov 2023)

This session explored how crypto ETFs work and why they matter.

Managing Money in the Metaverse
(Nov 2023)

Insights into digital value and secure custody in the virtual world.

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Navigating Fraud and Scams
(Oct 2023)

Practical cybersecurity tips and NAB’s latest fraud tools.

Tips   Toolkit 

 Security at NAB

Tokenisation in Asset Management
(Aug 2023)

Exploring how distributed ledgers are reshaping asset management.

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T+1 – It’s Coming
(April 2023)

Market preparation insights from DTCC, Citi, and ASX.

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Smarter Securities
(March 2023)

SWIFT’s take on transforming payments and securities flows.

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New Operating Models – Cloud & Outsourcing
(Nov 2022)

Global insights from TCS on scalable solutions for financial services.
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Corporate Governance – Industry Efficiencies
(Oct 2022)

Trends and tech transforming investor communications.

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Evolution of Managed Funds & Distribution
(July 2022)

Global and local leaders on future fund models and delivery.

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