Reverse Mortgages demystified: navigating client misconceptions
Reverse mortgages are commonly subject to outdated assumptions and misinformation, which may inadvertently limit your clients’ access to valuable retirement planning opportunities. This webinar is designed specifically for finance professionals […]
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 […]
In-Specie Asset Contributions to SMSFs: Opportunities and Risks
Discover the potential of in-specie contributions to boost SMSF retirement savings while also navigating the associated risks. This webinar will explore the strategic benefits of transferring assets like listed shares […]
Melbourne Tax Discussion Group – September 2025
The Veneto Club 191 Bulleen Road, Bulleen, Victoria, AustraliaThis tax discussion group is a great way to interact with your peers and colleagues. As a group we'll look at the issues; it's a community and a support network […]
Online Tax Discussion Group Wednesday Evening September 2025
Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part […]
2025 Super Quarterly Update- Session 3 (June to August)
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the must-know developments in the superannuation sector over the last three […]
Practical AI Strategies for Financial Professionals
You don’t need to be a tech expert to benefit from AI, just a smart professional ready to work more efficiently. This 2-hour masterclass is designed for busy accountants, financial […]
Online Tax Discussion Group Tuesday Evening September 2025
Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part […]
Online Tax Discussion Group Wednesday Morning September 2025
Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part […]
Personal Services Income and the interaction with Part IVA – What does it all mean?
Join us for an insightful webinar tailored for practitioners and advisers navigating the complexities of the Personal Services Income (PSI) rules. This session will guide you through: The evolution of […]
Online Tax Discussion Group Evening September 2025
Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part […]
Using small business CGT concessions to boost super savings
Those of us advising small business owner clients need to have a strong awareness of how the small business CGT concessions intertwine with superannuation. This session provides practitioners with the […]