Responsible business practices and our guiding principals

Governance, compliance, transparency and disclosure are crucial aspects of the overall sustainability, credibility and success of our organisation. 

We maintain rigorous processes, policies and measures to uphold our standards in this respect. In doing this, we aim to foster the trust of our employees, our clients, regulators, and the communities we serve, ensuring the enduring strength and resilience of our organisation.

governance compliance

Governance, compliance, transparency and disclosure

Our governance approach is supported by a 'three lines of accountability’ model, as well as anti-bribery and anti-corruption measures. Board governance initiatives are designed to enhance effectiveness and efficiency. We also follow the Voluntary Tax Transparency Code and maintain financial accountability and executive remuneration alignment. These practices, ingrained in our culture, reflect our commitment to responsible corporate citizenship.

Read more about our Governance statement (PDF, 504KB)

data cybersecurity

Data and cybersecurity 

Our adherence to APRA prudential guidelines, participation in industry and regulatory forums, and adoption of emerging industry standards are designed to protect and preserve privacy and ethically manage sensitive client and business information. These principles are reinforced by the Group’s Information Management Policy and accompanying policy standards.

tech AI

Technology and AI

To make quality advice available to more people, we are leveraging technology and AI. This helps us broaden access to general advice, while also improving business efficiency and scalability. While embracing opportunities to improve business efficiency using technology and AI, we maintain stringent risk controls and governance frameworks, especially when it comes to managing the intersection of client data capture and insight delivery.

procurement modern slavery

Procurement and modern slavery

We are committed to combatting modern slavery within our supply chain. We recognise alignment with the Modern Slavery Act is critical to procurement – it helps us meet societal expectations, investor demands, regulatory requirements and our own promises on acting ethically. 

Read more about our Modern Slavery Statement (PDF, 472KB)

Read more about our procurement practices

ESG report

Working towards a sustainable future

Read more about the role we are playing in working towards sustainable outcomes in our business operations, and the products and services we offer.