Meeting the needs of clients with substantial assets – for advice, portfolio management, personal guidance – and extending the relationship to the next generation is the overarching challenge for advisers.

The IMAP Advice in Action 2026 conference being held in Sydney on Tuesday 28th July 2026 presents:

• Case studies in successfully building a practice to cater to HNW families

• Understanding what it takes to chair a Family Office worth over $500m

• How the latest Budget changes the recommendations you’ll make

• How to integrate Private Market investments into portfolios

• Finding the managed account structure that best suits your practice

Come along to IMAP’s Advice in Action Conference in Sydney on Tuesday 28th July 2026 to hear from practitioners on how to make a success in this valuable segment

JUDGING has now commenced for IMAP's 2026 Managed Account Awards

In this 9th year of IMAP's Managed Accounts Awards, IMAP, our panel of judges and our Awards Partners and Technology Partner are  excitited to be delivering the annual Awards for the managed account and advice sectors.

These Awards are designed to provide peer recognition from the advisory, investment and all contributors to managed accounts of excellent practice among advice firms and investment providers who together with their end clients make up the managed accounts market in Austalia.

Entries to one or more categories of the IMAP Awards are open to all 

Please click on the button below to go to the IMAP AWARDS page with all the details including categories, key dates

MDA 360 Program Overview

Running an Managed Discretionary Account (MDA) Service can be complex – the IMAP MDA 360 Program is designed to provide you with expert insights from leading specialists to build your MDA understanding and knowledge

Begin your journey on MDA Operating and Advice  with our ‘Introduction to MDAs' webinar, featuring Mason Stevens, and Philo Capital (both experienced providers of MDA services to advisers).

Introduction to MDAs Webinar

This free online webinar courtesy of Mason Stevens and Philo Capital, introduces MDAs - how they work, the key components, when they are better than an SMA, what it takes to operate an MDA and provide advice on one.

click the button below for more information and to register

IMAP MDA Webinar Series daily from 17-21 August 2026
12pm - 1pm AEST Monday to Friday 

Each webinar addresses the detailed requirements and issues required to manage an MDA service, and is led by a subject matter expert.

Monday 17th August  Insurance for MDAs - Stephen Hughes, AJ Gallagher and Jesse Vermiglio, Holley Nethercote

Tuesday 18th August Understanding your Fiduciary Duty as an MDA Provider - Andrew Bradley, HSF Kramer

Wednesday 19th August Identifying and Managing Conflicts of Interest – Jenny Mulders, GRC Compliance, and Jesse Vermiglio, Holley Nethercote

Thusday 20th August Fee disclosure for MDAs - Michael Mavromatis, Holley Nethercote

Friday 21st August Pricing Strategies for MDAs - Glenn Poynton (formerly Executive Director Betashares)

MDA MASTERCLASSES

Each master classe is an in-person  event.

1. Best Practice Advice using an MDA Service with Simon Carrodus, Hamilton Locke with Jane Zhou, Akambo, and Luke Broxton, First Financial. (28th October 2026)

2. Responsible Manager for MDA with Simon Carrodus, Hamilton Locke  (18th November 2026)

3. Risk Management for MDA Risks with Sean Pascoe, Crowe with Jenny Mulders, GRC Compliance  (9th December 2026)

MDA Leadership Summit

Dates:        19-20th November 2026
Location: Pier One, Sydney Harbour

This MDA summit will bring together leading MDA participants – providers, platforms, advisers & investment managers – to showcase latest MDA thought-leadership after the release of the revised MDA Legislative Instrument and RG179 due in October 2026.

The summit will focus on the implications and market responses in 3 important areas:

1) Advice, Compliance and Regulation

2) Marketing and Client Engagement

3) Investments and Portfolio Construction

click the button below for more information and to register

News, updates and perspectives on managed accounts

Corporate Subscription to IMAP
$2,200 (incl GST) p.a

For investment managers,, platforms, software providers, administrators, legal firms and other service providers.

MDA License Holder Subscription to IMAP

$1,100 (incl GST) p.a

For MDA licence holders operating a managed discretionery service for use by Licensees and FInancial Advisers