The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage storytelling to explore all key recent developments in holistic estate planning, including: Key estate planning related court decisions Taxation and stamp duty changes impacting on estate planning The impact of key legislation […]
Join Joshua Goldsmith for the third instalment of his deep dive into the intricacies of employee share schemes. This third instalment of our series (other sessions available on demand) will explore the nuances that often go unnoticed. Key Topics: Understanding how to read and interpret plan rules, and understanding what it means commercially and […]
Excess super contributions are a common headache for clients and their advisers. In this session, we will examine common traps through real-life case studies and explore the best course of action for those who’ve exceeded their cap. We will also share five practical tips to help clients stay within their limits. Join us to gain […]
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the must-know developments in the superannuation sector over the last three months. You'll gain valuable knowledge of the latest legislative and regulatory changes, understand the implications and what the changes mean for your clients, and identify […]
Now, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus. With the only certainty seemingly change, the concept of 'designer trusts' is arguably on trend for many specialist advisers. In particular, throughout the life cycle of a trust, there are a range of situations that may mean […]
We are pleased to invite you to our upcoming webinar, which will provide an in-depth analysis of the forthcoming Federal Budget, scheduled to be handed down on 25 March 2025. This budget, under the stewardship of Prime Minister Anthony Albanese and Treasurer Jim Chalmers, is anticipated to have significant ramifications for the economy, our industry, […]
Discover how the moneyGPS Professional proposition can seamlessly integrate digital & guidance advice into your accounting practice and help you to future proof your business using new technology. This session will demonstrate how your practice can work with moneyGPS and harness the power of its technology to scale your business, by offering: An Australian First […]
In this session, we will explore the application of the Code of Ethics in common financial advice scenarios and review ASIC’s decisions and disciplinary actions resulting from failures to comply with its standards. Additionally, we’ll provide a refresher on the most frequently breached standards within the Code. Participant outcomes Enhanced understanding of the Code of […]
Introducing Our New Investment Insight Series Join us for the Institute of Financial Professionals Australia (IFPA) brand-new Investment Insight Series, a dynamic and engaging monthly webinar designed to equip you with expert analysis, independent market insights, and practical strategies in an ever-changing investment landscape. Whether you're navigating shares, bonds, real estate, alternatives, or even cryptocurrencies, […]
With the end of the financial year fast approaching, now is the perfect time to uncover powerful strategies to help clients maximise their super and pension outcomes. This session will dive into key opportunities leading up to 30 June, from boosting super contributions to meeting minimum pension requirements – plus smart tactics to get ahead […]
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the must-know developments in the superannuation sector over the last three months. You'll gain valuable knowledge of the latest legislative and regulatory changes, understand the implications and what the changes mean for your clients, and identify […]
Introducing Our New Investment Insight Series Join us for the Institute of Financial Professionals Australia (IFPA) brand-new Investment Insight Series, a dynamic and engaging monthly webinar designed to equip you with expert analysis, independent market insights, and practical strategies in an ever-changing investment landscape. Whether you're navigating shares, bonds, real estate, alternatives, or even cryptocurrencies, […]
