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

Webinar recording will be uploaded after the live event.  Slides: Interdependency and financial dependency – July 2024 Provide CPD certificate details here  

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 […]

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 and ethics: 1 hour Provide CPD certificate details here 

Make Sure You Don’t Short Change Yourself: Minimum Payments for Super Pensions

Resources Slides Comprehensive Report   Provide CPD certificate details here

Simple tax topics, that aren’t – 2 Part Series Recording

PART 1  Simple tax topics- Part 1     PART 2 Simple tax topics- Part 2   Presented by: Joshua Goldsmith TPB CPD Hours: 2 hours Legislated CPD Hours: […]

Exploring the Benefits of Subdivision 328-G for Small Business Restructures

Slides: Exploring the Benefits of Subdivision 328-G for Small Business Restructures   Provide CPD certificate details here