BRISBANE CPD LUNCHTIME BRIEFING

Following the strong turnout in Sydney, we are considering hosting the CPD Lunchtime Briefing for our Brisbane members and supporters on Tuesday, 26 August 2025.

This two-hour session will provide 2 CPD-accredited hours, a light lunch, and the opportunity to hear from leading experts on two timely topics:

Division 296 Explained – Strategic Impacts for High-Balance Clients

Presented by Natasha Panagis, Head of Technical, Institute of Financial Professionals Australia (IFPA)

Understand how the proposed Division 296 tax will affect clients with super balances over $3 million. Natasha will provide practical strategies on:

• • • • • • • Who will be impacted and when
            • The earnings calculation formula and loss carry-forwards
            • Liquidity and valuation issues for SMSFs
            • Whether super remains the most effective wealth structure

Unlocking the Strengths of Listed Investment Vehicles (LIVs)

Presented by Angus Gluskie – Chairman Whitefield Group

Learn how LICs and LITs can offer diversified, income-focused, professionally managed options in today’s market, including:

• • • • • • • Why income-focused clients may need alternatives to direct shares and ETFs
            • Case studies from leading LICs, including dividend performance and yields
            • How closed-end structures deliver stability and franking benefits

More Details:

Location: Level 29,123 Eagle Street Brisbane
Date: Tuesday, 26 August 2025
Time: 12:30 PM – 2:30 PM
CPD: 2 accredited hours
Cost: Free to attend | Light lunch included

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