Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 2

Slides: Navigating the Tax Tide- Part 2 Provide CPD certificate details here

Market Mastery 2024 – Episode 1

Recorded: 12 July 2024 Presented by: Ashley Owen & Natasha Panagis TPB CPD Hours: 1 hour Legislated CPD Hours:1 hour in technical competence Slides: Market Mastery 2024-Episode 1 Provide CPD certificate […]

Navigating the Tax Tide: A 3 Part ATO Insight Series

Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 1   Slides: Navigating the Tax Tide- Part 1 Provide CPD certificate details here   Navigating the Tax […]

Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 1

  Slides: Navigating the Tax Tide- Part 1 Provide CPD certificate details here

Valuations in SMSFs and the ATO’s focus – Webinar Recording

Recorded: 4 July 2022 Presented by:Deanne Firth and Jacob Kewley, Tactical Super Slides – 20240704 – Valuations in SMSF and the ATO Focus

Financial dependency and interdependency relationships

Slides: Interdependency and financial dependency – July 2024  

Paying super death benefits – direct to beneficiary or the estate? – Recording

Recorded: 20 June 2024 Presented by: Natasha Panagis TPB CPD Hours: 1 hour Legislated CPD Hours: Tax (financial) advice- 1 hour Slides – Paying death benefits Provide CPD certificate details here   

2024 Super Quarterly Update- Session 2 (Mar to May)

Recorded: 6 June 2024 Presented by: Natasha Panagis TPB CPD Hours: 1 hour Legislated CPD Hours: 1 hour in ‘regulatory compliance and consumer protection’ Slides – 2024 SQU Session 2 Provide CPD […]

2024 Ethics Series Part 2: Biases and ethics – awareness and mitigation

 Recorded on 19 June 2024 Presented by Nidal Danoun TPB CPD Hours: 1 hour | Legislated CPD Hours: Professionalism and ethics: 1 hour

2024 Ethics Series

2024 Ethics Series Part 1: Introductions to ethics – foundation principles Recorded on 30 May 2024 Presented by Nidal Danoun TPB CPD Hours: 1 hour | Legislated CPD Hours: Professionalism […]