May 14 @ 12:30 PM - 1:30 PM AEST
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 Tuesday 12 May 2026. 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, and your business operations.
The Institute of Financial Professionals Australia (IFPA) will host this webinar, featuring our panel of experts who will meticulously examine the budget’s key components, focusing on taxation, superannuation, and financial advisory measures. Our objective is to equip you with a comprehensive understanding of the budget’s implications and the opportunities it presents. Additionally, we will address how the budget proposes to tackle current economic challenges, including national cost-of-living pressures.
Key Discussion Points:
- Economic Overview: Analysis of the budget’s projections for economic growth, inflation, and employment, and their potential impact on the sector.
- Taxation Measures: Evaluation of proposed tax policies, including any changes to corporate and personal taxation, and their implications for businesses and individuals.
- Superannuation Reforms: Discussion on anticipated adjustments to superannuation legislation and what this may mean for clients.
- Financial Advisory Landscape: Insights into how the budget may influence the financial advisory profession, and the opportunities for practitioners to consider.
- Cost-of-Living Initiatives: Examination of measures aimed at alleviating cost-of-living pressures and their broader economic implications.
Complimentary Budget Report:
In conjunction with the webinar, we will release our authoritative Budget Report tailored for professionals in taxation, superannuation, and financial services. This report, typically priced at $99, will be available at no cost to IFPA members and offered to non-members for $50.
$FREE (members) | $50 (non- members)
TPB CPD Hours: 1 hour | Legislated CPD Hours: To be confirmed
Live Webinar | Slides | IFPA Authoritative Budget Report
Presented by:
STEPHEN LAU
Principal Lawyer, Coleman Greig
Stephen Lau is a Principal Lawyer and Team Leader in Coleman Greig’s Tax and Superannuation team. Stephen specialises in tax advisory, tax planning and tax audit/dispute resolution covering all areas of tax including income tax, indirect tax, fringe benefit tax and stamp duty. Stephen has a unique and extensive tax background which covers both in-house tax advisory, professional services at a big four chartered accounting firm and the Australian Taxation Office. Leveraging off his tax administration and commercial experience, Stephen takes pride in providing simple practical tax advice and commercial solutions to a broad range of clients including high net worth individuals, private groups, ASX listed entities and large multinationals. He draws upon his unique and broad background and experience, described above, to provide creative, practical and timely solutions for his clients.
STUART SHEARY
Senior Technical Services Specialist, Institute of Financial Professionals Australia
Stuart Sheary has over 20 years of experience in financial services, specialising in superannuation, social security, and self-managed superannuation funds (SMSFs).
Stuart is known for distilling complex legislation and technical content to give financial advisers clear, practical guidance. He presents regularly at industry events, contributes to technical literature, and supports advisers navigating regulatory change and financial planning strategy.
Prior to joining the Institute of Financial Professionals Australia (IFPA), Stuart held senior technical roles advising financial professionals on a broad range of planning matters, with a focus on translating legislation into real-world application.
Stuart holds a Bachelor of Economics (majoring in Finance & Economics) and a Bachelor of Arts (majoring in History), and is a Certified Financial Planner (CFP®)
