By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.



security challenge

security challenge


Only have an hour to spare?

You can complete these six tasks in an hour or less to improve your online security.

Diagram: six tasks for online security
Icon: Step 1

1. Set up Two-Step Authentication

With Two-Step Authentication (2SA), you need to enter your password plus a code to access your online accounts.

To set up 2SA on a service or app:

  1. Download an authentication app like Authy or Google Authenticator.
  2. Scan the QR code for your service account or app, which will then be saved in the app.

To log in to your service or app:

  1. Enter your username and password.
  2. Your service or app will ask for a numerical code.
  3. Use the randomly generated code from your authentication app to get into your service or app.
Icon: Step 2

2. Get familiar with the latest scams

Fraudsters come up with new scams all the time. The best way to avoid becoming a victim is to read up on the latest online threats so you know what to look out for. Here are two handy resources:

After that, check if your passwords have been stolen in (known) data breaches. Type in the email address you use to sign up for online services at:

Icon: Step 3

3. Write an email fraud checklist

  • The email claims to be an urgent or confidential request – especially in the subject line.
  • It requests that you ignore your usual payment authorisation processes.
  • The reply-to email address is different from the sender’s address.
  • There may be grammar or spelling errors.
  • Formatting, language or request is different from what you usually receive from the alleged sender.
Icon: Step 4

4. Create stronger passwords

  • Choose long, memorable passphrases rather than passwords – ideally a combination of words not usually used together.
  • The more characters you use (alpha, numerical and symbol), the more difficult it is to crack.
  • Download a password manager like LastPass, Dashlane or 1Password if you have trouble memorising complex passwords – then you only need to remember one password to manage it. 
  • Don’t click ‘remember this password’ on your browser.
  • Never write down your password or store it on your computer.
Icon: Step 5

5. Back up your data

Back up your data – keep backups both online
and offline. You can never be too careful. Here are some options:

  • USB stick
  • External hard drive
  • Online storage (eg Dropbox or Google Drive)
  • Operating system backup (in Settings on Windows)
  • Cloud storage
  • Print hard copies.
Icon: Step 6

6. Switch on automatic updates

Your web browser is your first line of defence against many online threats. By enabling automatic updates, and encouraging your staff to do the same, you can help prevent a cyber attack on your operating system and applications.

  • Windows 10: Start > Settings > Update & Security > Windows Update.
  • Apple phone or tablet: Settings > General > Software Update > Automatic Updates.
  • Android phone or tablet: Settings > Software Updates > Download Updates Automatically.

Contact us

The content displayed on this page is intended for financial advisers only