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Valuable insights into running a better MDA Program
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 MDA webinar series now accessible through IMAP connect
MDA Masterclasses (In person only in Sydney)
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
IMAP Indepdent Thought Conference 2026 - Sydney
In 2026 turbulent times continue, and to help portfolio decision makers IMAP's Independent Thought Conference delivers the latest in thinking of how investment managers & decision makers plan to steer their investors' portfolios through a period of higher inflation and potentially increases in interest rates
Come along to find out more and to network and share your experiences with other advisers and portfolio decision makers.
The IMAP Independent Thought 2026 conference is being held in Sydney on Tuesday 27th October 2026 with topics including
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Global Investing - Reaching the high return opportunities
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The search for Non Correlated Assets in Managed Accounts
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Managing dynamic asset allocation - an Award winning approach
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Governance - The New Benchmark and much more
Visit IMAP's Managed Account Zone at the FAAA Congress 2026 in Melbourne
IMAP's Managed Account Zone enabled advisers to easily talk with 10 managed account service providers in one location to ask questions and find out more about how effective implementation of managed accounts may be of benefit to your advice practice.
The FAAA 2026 Congress is being held in Melbourne 24th -26th November at the Melbourne Convention & Exhibition Centre
IMAP is pleased to be hosting the following managed account providers exhibiting at the Managed Account Zone and they invite you to introduce yourselves, ask questions, and discuss your experiences and business needs.
The 2026 Managed Account Zone features:
- Akambo
https://akambo.com/
Akambo is the administrative and investment partner to advice firms across Australia. With almost 20 years’ experience, we implement managed account solutions that lift governance, streamline operations, and extend in-house capability – without adding complexity - Centric
https://www.centricwealth.com.au/Centric simplifies the client management process by helping you manage all their investment needs on a single wealth management platform. View portfolios, access a wide range of investment options and products, generate on-demand reports, and more.
- CFS
https://www.cfs.com.au/adviser
CFS enables you tp choose the platform that works best for you and your clients with FirstChoice and CFS Edge - Evidentia
https://evidentiagroup.com/
Formed through the merger of Lonsec Investment Solutions, Evidentia and Implemented Portfolios, Evidentia Group brings together three of the most trusted names in managed accounts - Infinity Asset Management
https://infinitycapitalsolutions.com.au/infinity-asset-management/
(Infinity is a specialist investment manager offering a diverse range of separately managed account and unit trust solutions for wholesale and retail clients) - Milliman
https://au.milliman.com/
(Milliman are portfolio risk management and retirement experts) - Oakleigh Financial Services
https://www.oakleighfs.com/
Oakleigh offer a range of investment options, including Managed Accounts on Macquarie, designed to suit a broad spectrum of investors. These solutions can be used as standalone strategies or as part of a diversified portfolio. - Philo Capital
https://www.philocapital.com.au/
(Philo Capital is a MDA Provider, supplying advice businesses with tailored, and "tailored" managed discretionary account solutions) - Russell Investments
https://russellinvestments.com/
At Russell Investments, client outcomes matter. We believe all investors deserve more than one way to invest, so we build customised portfolios using data-driven research and top managers to perform across market - Resonant Asset Management
https://www.resonantam.com.au/
(Resonant uses its institutional grade portfolio management expertise to assist wealth managers and advisory firms build out and implement tailored Managed Accounts)