Description
The landscape of tax, superannuation, and financial services is continually evolving. In this session, our technical team will guide you through the latest legislative and regulatory updates affecting the sector. Gain valuable insights from our experts to understand the implications of these changes for your practice and clients, ensuring you remain informed and prepared.
TPB CPD hours: 1 hour
Legislated CPD areas and hours: Tax (Financial) Advice (0.50 hours) and Regulatory Compliance and Consumer Protection (0.50 hours)
ASIC knowledge areas and hours: Taxation (0.50 hours) and Superannuation/SMSF (0.50 hours)
PRESENTED BY
NATASHA PANAGIS
Head of Technical Services- The Institute of Financial Professionals Australia
Natasha Panagis is a highly experienced wealth management specialist with deep expertise across a broad spectrum of financial services area, including superannuation, self-managed superannuation funds (SMSFs), retirement planning, taxation, estate planning, insurance, social security, and aged care. With over 20 years in the industry, Natasha has developed a reputation as a trusted adviser and thought leader, delivering strategic insights and practical guidance to financial professionals and their clients.
Her ability to distill and communicate complex financial concepts in a clear, concise, and accessible manner has made her a sought-after commentator in the media. She has been regularly quoted in leading financial publications and frequently presents at industry conferences, professional development programs, and training workshops, where she shares her knowledge with financial planners, accountants, and legal professionals.
Natasha plays an instrumental role in shaping Australia’s financial services industry through her work in policy development and advocacy. She actively engages with Government bodies, regulators, and key industry stakeholders to influence policy settings, legislative changes, and regulatory reforms. Her contributions help ensure that the evolving financial landscape remains conducive to professional practitioners while safeguarding consumer interests.
In addition to her policy and advocacy work, Natasha is a passionate educator, regularly contributing technical articles and thought leadership pieces aimed at enhancing the knowledge and capability of financial professionals. Her dedication to professional excellence and commitment to improving financial literacy make her a valued contributor to the industry.
JOSHUA GOLDSMITH
Head of Operational Tax-Computershare
Joshua is a registered tax agent with the Tax Practitioners Board and a qualified lawyer. He has previously worked at Big 4 firms as a Tax Advisor and Tax Lawyer, assisting taxpayers of all sizes with tax advice and revenue authority engagements at all stages. His experience spans dealing with revenue authorities globally.
Joshua holds a Bachelor of Law and Bachelor of Commerce from Monash University, as well as a Master of Laws (Taxation) from both the University of Melbourne / Oxford University. Recognised for his achievements, Joshua was a finalist in Lawyers Weekly’s 30 Under 30 awards for Taxation in 2021 and 2022. He was also listed as one of Australia’s Best Lawyers Under 35 (Rising Stars) in 2022 and 2023 and received the Australasian Lawyer’s Excellence Award in 2023.
Joshua thrives on tackling complex tax matters, supporting accounting firms, law firms and financial professionals with tax and commercial issues, assisting clients with ATO interactions, improving taxpayers’ approach to tax governance and revenue authority engagement preparation, and helping achieve favourable outcomes with revenue authorities. Joshua is also an experienced tax trainer and has provided bespoke tax training to accounting firms, law firms and financial professionals.
