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DTSTART;TZID=Australia/Melbourne:20260618T120000
DTEND;TZID=Australia/Melbourne:20260618T140000
DTSTAMP:20260617T192443
CREATED:20260526T062631Z
LAST-MODIFIED:20260603T054737Z
UID:10000440-1781784000-1781791200@ifpa.com.au
SUMMARY:WORKSHOP: Ethics in Practice - Navigating Real-World Client Challenges
DESCRIPTION:Ethical decision-making sits at the heart of professional financial advice\, yet advisers are often required to navigate complex situations where the “right” course of action is not always clear. This workshop explores ethical thinking in a practical\, real-world context\, focusing on how advisers can strengthen moral awareness and apply ethical principles when dealing with clients. \nThe workshop will examine what it truly means to act ethically in practice\, including how personal values\, unconscious bias and competing pressures can influence decision-making. Through discussion of common ethical dilemmas and real-world case studies\, we will unpack key issues such as conflicts of interest\, confidentiality\, and the importance of transparency and trust in client relationships. \nDesigned to be both reflective and practical\, this 2 hour accredited workshop provides strategies to turn ethical awareness into ethical action\, helping advisers elevate professional standards and confidently manage challenging client situations. \n  \nRegister now to secure your place! \n\n  \n$199+GST (members) | $250+GST (non- members) \nTPB CPD Hours: 2 hours |  CPD Hours Available \n  \n\n \n  \nPresented by:\nNidal Danoun \nExecutive Director of Prosperity Financial Services. \nNidal Danoun\, is the executive director of Prosperity Financial Services. He provides advice and training to organisations\, businesses\, and professionals in the areas of financial services regulation compliance\, ethics\, corporate governance and culture. Nidal is also a lecturer at University of New South Wales Business School and at the Australian Graduate School of Management (AGSM) in the areas of leadership\, wealth management\, estate planning and ethics\, he is also a Certified Ethics Trainer with the CFA institute. Nidal regularly works and consults with regulators\, large financial institutions\, and accounting firms. \nNidal holds a Master of Commerce; he is a Chartered Accountant\, a Fellow CPA Financial Planning Specialist\, a Certified Financial Planner\, Chartered Tax Adviser\, a member of the CFA Institute. Nidal has over 25 years’ experience in the financial services industry.
URL:https://ifpa.com.au/event/workshop-ethics-in-practice-navigating-real-world-client-challenges/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://ifpa.com.au/wp-content/uploads/2023/09/pexels-fauxels-3184422-scaled.jpg
LOCATION:https://ifpa.com.au/event/workshop-ethics-in-practice-navigating-real-world-client-challenges/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260707T173000
DTEND;TZID=Australia/Melbourne:20260707T193000
DTSTAMP:20260617T192443
CREATED:20251109T235754Z
LAST-MODIFIED:20251109T235754Z
UID:10000340-1783445400-1783452600@ifpa.com.au
SUMMARY:Melbourne Tax Discussion Group – July 2026
DESCRIPTION:This 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 you can tap into professionally and socially. It is a forum for Australian tax professionals who recognize the value of sharing tax knowledge and experience with their cohort. This group is hosted on the first Tuesday of each month at the Veneto Club in Bulleen. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Tax sessions run once a month for 11 months during the year. Sessions are held in the evenings so there’s no disruption to your work day.\nTax made simple: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\nAs part of our commitment to provide you with the best training materials\, you will receive a comprehensive set of Tax Notes for every session. \n  \nPRICING:\n\nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUMS GET IT FREE \n  \n\n \n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts.
URL:https://ifpa.com.au/event/melbourne-tax-dg-jul-2026/
LOCATION:The Veneto Club\, 191 Bulleen Road\, Bulleen\, Victoria\, 3105\, Australia
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/10/2026-Discussion-groups-In-Person.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260708T173000
DTEND;TZID=Australia/Melbourne:20260708T193000
DTSTAMP:20260617T192443
CREATED:20251113T002538Z
LAST-MODIFIED:20251113T003052Z
UID:10000384-1783531800-1783539000@ifpa.com.au
SUMMARY:Online Tax Discussion Group Wednesday Evening July 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-wed-evening-jul-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-wed-evening-jul-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260710T123000
DTEND;TZID=Australia/Melbourne:20260710T133000
DTSTAMP:20260617T192443
CREATED:20260209T050621Z
LAST-MODIFIED:20260407T051945Z
UID:10000423-1783686600-1783690200@ifpa.com.au
SUMMARY:Investment Insight Series- July 2026
DESCRIPTION:Introducing Our Investment Insight Series \nJoin us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series\, a dynamic and engaging monthly webinar designed to equip you with expert analysis\, independent market insights\, and practical strategies in an ever-changing investment landscape. Whether you’re navigating shares\, bonds\, real estate\, alternatives\, or even cryptocurrencies\, this series will help you stay informed and make smarter investment decisions. \n  \nWhy You Should Attend \nDesigned for financial advisers seeking real\, actionable insights\, this series goes beyond short-term market fluctuations to focus on the bigger picture. Each session will cover: \n\nKey investment themes shaping portfolio construction\nPortfolio design considerations for intergenerational wealth planning and retirement strategies\nSmart money management strategies for different time horizons and financial goals\nPractical\, independent analysis to help you cut through market noise and navigate uncertainty\n\n  \nFlexible and Convenient Learning \nThe Investment Insight Series will be available live on the second Friday of every month\, with recordings available on demand. Each session runs for up to 60 minutes\, delivering high-impact insights without disrupting your schedule. \n  \nRegister now to secure your place! \n\nFree For All (Members and Non Members) \nTPB CPD Hours: 1 hour | Legislated CPD Hours: 1 hour in technical competence \n  \n\n \n  \nMeet Your Expert Speaker – Ashley Owen \nLeading the conversation is Ashley Owen\, one of Australia’s most experienced Chief Investment Officers and portfolio managers. Renowned for his fact-based research and straight-talking approach\, Ashley will take a deep dive into key investment themes\, cutting through market noise to uncover the long-term trends shaping portfolio returns. Expect an independent\, no-holds-barred exploration of the forces driving investment markets – without the hype. \n  \n  \n  \n\n\nYour Host – Stuart Sheary \nStuart Sheary is a highly respected financial services professional with over 20 years of industry experience\, specialising in superannuation\, social security\, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape\, Stuart has built a career dedicated to providing financial professionals with clear\, actionable guidance in these complex areas. \nStuart is well known for his ability to simplify intricate legislative and technical matters\, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events\, contributions to technical literature\, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector. \nBefore joining the Institute of Financial Professionals Australia (IFPA)\, Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients. \nStuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association\, reflecting his commitment to professional excellence. \nWith a passion for technical education and adviser support\, Stuart continues to contribute meaningfully to the industry\, ensuring financial professionals stay informed\, confident\, and well-equipped to navigate the evolving financial services landscape.
URL:https://ifpa.com.au/event/investment-insight-series-july-2026/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2026/02/2026-Free-Investment-insights-series.png
LOCATION:https://ifpa.com.au/event/investment-insight-series-july-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260714T170000
DTEND;TZID=Australia/Melbourne:20260714T190000
DTSTAMP:20260617T192443
CREATED:20251118T002701Z
LAST-MODIFIED:20251118T002701Z
UID:10000406-1784048400-1784055600@ifpa.com.au
SUMMARY:Online Tax Discussion Group Tuesday Evening July 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n \n  \nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts.
URL:https://ifpa.com.au/event/online-tax-dg-tue-evening-jul-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-tue-evening-jul-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260715T070000
DTEND;TZID=Australia/Melbourne:20260715T090000
DTSTAMP:20260617T192443
CREATED:20251117T040756Z
LAST-MODIFIED:20251117T040756Z
UID:10000395-1784098800-1784106000@ifpa.com.au
SUMMARY:Online Tax Discussion Group Wednesday Morning July 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-wed-morning-jul-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-wed-morning-jul-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260715T170000
DTEND;TZID=Australia/Melbourne:20260715T190000
DTSTAMP:20260617T192443
CREATED:20251112T042848Z
LAST-MODIFIED:20251112T042848Z
UID:10000372-1784134800-1784142000@ifpa.com.au
SUMMARY:Online Tax Discussion Group Evening July 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-evening-jul-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-evening-jul-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260804T173000
DTEND;TZID=Australia/Melbourne:20260804T193000
DTSTAMP:20260617T192443
CREATED:20251110T003233Z
LAST-MODIFIED:20251110T003233Z
UID:10000341-1785864600-1785871800@ifpa.com.au
SUMMARY:Melbourne Tax Discussion Group – August 2026
DESCRIPTION:This 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 you can tap into professionally and socially. It is a forum for Australian tax professionals who recognize the value of sharing tax knowledge and experience with their cohort. This group is hosted on the first Tuesday of each month at the Veneto Club in Bulleen. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Tax sessions run once a month for 11 months during the year. Sessions are held in the evenings so there’s no disruption to your work day.\nTax made simple: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\nAs part of our commitment to provide you with the best training materials\, you will receive a comprehensive set of Tax Notes for every session. \n  \nPRICING:\n\nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUMS GET IT FREE \n  \n\n \n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts.
URL:https://ifpa.com.au/event/melbourne-tax-dg-aug-2026/
LOCATION:The Veneto Club\, 191 Bulleen Road\, Bulleen\, Victoria\, 3105\, Australia
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/10/2026-Discussion-groups-In-Person.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260805T173000
DTEND;TZID=Australia/Melbourne:20260805T193000
DTSTAMP:20260617T192443
CREATED:20251113T003409Z
LAST-MODIFIED:20251113T003409Z
UID:10000385-1785951000-1785958200@ifpa.com.au
SUMMARY:Online Tax Discussion Group Wednesday Evening August 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-wed-evening-aug-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-wed-evening-aug-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260811T120000
DTEND;TZID=Australia/Melbourne:20260811T140000
DTSTAMP:20260617T192443
CREATED:20251111T044915Z
LAST-MODIFIED:20251111T044915Z
UID:10000357-1786449600-1786456800@ifpa.com.au
SUMMARY:Online Super Discussion Group August 2026
DESCRIPTION:This bi-monthly online discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. \nThis discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is hosted on the second Tuesday of every second month. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Sessions are hosted six times through the year. Sessions are held in the evenings so there’s no disruption to your work day.\nSuperannuation made simple: Our interactive sessions are facilitated by experienced superannuation professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull six sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $825  | Non-members $1155\n\nFull six sessions\nMembers $550   | Non-members $880\n\nSingle session\nMembers $140   | Non-members $190 \nPLATINUM MEMBERS GET IT FREE \n\n \n  \nPresented by: Natasha Panagis \nNatasha 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. \nHer ability to distil 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. \nNatasha 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. \nIn 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.
URL:https://ifpa.com.au/event/online-super-dg-aug-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-super-dg-aug-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260811T170000
DTEND;TZID=Australia/Melbourne:20260811T190000
DTSTAMP:20260617T192443
CREATED:20251118T003148Z
LAST-MODIFIED:20251118T003148Z
UID:10000407-1786467600-1786474800@ifpa.com.au
SUMMARY:Online Tax Discussion Group Tuesday Evening August 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n \n  \nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts.
URL:https://ifpa.com.au/event/online-tax-dg-tue-evening-aug-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-tue-evening-aug-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260811T180000
DTEND;TZID=Australia/Melbourne:20260811T200000
DTSTAMP:20260617T192443
CREATED:20251112T000233Z
LAST-MODIFIED:20251112T000330Z
UID:10000364-1786471200-1786478400@ifpa.com.au
SUMMARY:Sydney Super Discussion Group August 2026
DESCRIPTION:This bi-monthly discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. \nThis discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is hosted on the first Thursday of every second month. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Sessions are hosted six times through the year. Sessions are held in the evenings so there’s no disruption to your work day.\nSuperannuation made simple: Our interactive sessions are facilitated by experienced superannuation professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\nPRICING: \nFull six sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $550  | Non-members $880\n\nFull six sessions\nMembers $825   | Non-members $1155\n\nSingle session\nMembers $140   | Non-members $190 \nPLATINUM MEMBERS ARE FREE \n\n \n  \nPresented by: Natasha Panagis \nNatasha 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. \nHer ability to distil 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. \nNatasha 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. \nIn 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. \n 
URL:https://ifpa.com.au/event/sydney-super-dg-aug-2026/
LOCATION:Karstens\, Level 1\, 111 Harrington Street\, Sydney\, NSW\, 2000\, Australia
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/10/2026-Discussion-groups-In-Person.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260812T070000
DTEND;TZID=Australia/Melbourne:20260812T090000
DTSTAMP:20260617T192443
CREATED:20251117T041847Z
LAST-MODIFIED:20251117T041847Z
UID:10000396-1786518000-1786525200@ifpa.com.au
SUMMARY:Online Tax Discussion Group Wednesday Morning August 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-wed-morning-aug-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-wed-morning-aug-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260812T170000
DTEND;TZID=Australia/Melbourne:20260812T190000
DTSTAMP:20260617T192443
CREATED:20251112T044550Z
LAST-MODIFIED:20251112T044550Z
UID:10000373-1786554000-1786561200@ifpa.com.au
SUMMARY:Online Tax Discussion Group Evening August 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-evening-aug-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-evening-aug-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260813T180000
DTEND;TZID=Australia/Melbourne:20260813T200000
DTSTAMP:20260617T192443
CREATED:20251110T050104Z
LAST-MODIFIED:20251110T050104Z
UID:10000349-1786644000-1786651200@ifpa.com.au
SUMMARY:Melbourne Super Discussion Groups August 2026
DESCRIPTION:This bi-monthly discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. \nThis discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is hosted on the first Thursday of every second month. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Sessions are hosted six times through the year. Sessions are held in the evenings so there’s no disruption to your work day.\nSuperannuation made simple: Our interactive sessions are facilitated by experienced superannuation professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\n\nPRICING: \nFull six sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $550  | Non-members $880\n\nFull six sessions\nMembers $825   | Non-members $1155\n\nSingle session\nMembers $140   | Non-members $190 \n\n \n  \nPresented by: Natasha Panagis \nNatasha is a highly experienced wealth management specialist with expertise in superannuation\, SMSFs\, retirement planning\, taxation\, estate planning\, insurance\, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens\, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government\, regulators and other key stakeholders\, Natasha is actively involved in shaping Australia’s financial services industry.
URL:https://ifpa.com.au/event/melbourne-super-dg-aug-2026/
LOCATION:The Veneto Club\, 191 Bulleen Road\, Bulleen\, Victoria\, 3105\, Australia
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/10/2026-Discussion-groups-In-Person.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260814T130000
DTEND;TZID=Australia/Melbourne:20260814T133000
DTSTAMP:20260617T192443
CREATED:20260213T004042Z
LAST-MODIFIED:20260407T052025Z
UID:10000425-1786712400-1786714200@ifpa.com.au
SUMMARY:Investment Insight Series- August 2026
DESCRIPTION:Introducing Our Investment Insight Series \nJoin us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series\, a dynamic and engaging monthly webinar designed to equip you with expert analysis\, independent market insights\, and practical strategies in an ever-changing investment landscape. Whether you’re navigating shares\, bonds\, real estate\, alternatives\, or even cryptocurrencies\, this series will help you stay informed and make smarter investment decisions. \n  \nWhy You Should Attend \nDesigned for financial advisers seeking real\, actionable insights\, this series goes beyond short-term market fluctuations to focus on the bigger picture. Each session will cover: \n\nKey investment themes shaping portfolio construction\nPortfolio design considerations for intergenerational wealth planning and retirement strategies\nSmart money management strategies for different time horizons and financial goals\nPractical\, independent analysis to help you cut through market noise and navigate uncertainty\n\n  \nFlexible and Convenient Learning \nThe Investment Insight Series will be available live on the second Friday of every month\, with recordings available on demand. Each session runs for up to 60 minutes\, delivering high-impact insights without disrupting your schedule. \n  \nRegister now to secure your place! \n\nFree For All (Members and Non Members) \nTPB CPD Hours: 1 hour | Legislated CPD Hours: 1 hour in technical competence \n  \n\n \n  \nMeet Your Expert Speaker – Ashley Owen \nLeading the conversation is Ashley Owen\, one of Australia’s most experienced Chief Investment Officers and portfolio managers. Renowned for his fact-based research and straight-talking approach\, Ashley will take a deep dive into key investment themes\, cutting through market noise to uncover the long-term trends shaping portfolio returns. Expect an independent\, no-holds-barred exploration of the forces driving investment markets – without the hype. \n  \n  \n  \n\n\nYour Host – Stuart Sheary \nStuart Sheary is a highly respected financial services professional with over 20 years of industry experience\, specialising in superannuation\, social security\, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape\, Stuart has built a career dedicated to providing financial professionals with clear\, actionable guidance in these complex areas. \nStuart is well known for his ability to simplify intricate legislative and technical matters\, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events\, contributions to technical literature\, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector. \nBefore joining the Institute of Financial Professionals Australia (IFPA)\, Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients. \nStuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association\, reflecting his commitment to professional excellence. \nWith a passion for technical education and adviser support\, Stuart continues to contribute meaningfully to the industry\, ensuring financial professionals stay informed\, confident\, and well-equipped to navigate the evolving financial services landscape.
URL:https://ifpa.com.au/event/investment-insight-series-august-2026/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2026/02/2026-Free-Investment-insights-series.png
LOCATION:https://ifpa.com.au/event/investment-insight-series-august-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260902T173000
DTEND;TZID=Australia/Melbourne:20260902T193000
DTSTAMP:20260617T192443
CREATED:20251113T010820Z
LAST-MODIFIED:20251113T010820Z
UID:10000386-1788370200-1788377400@ifpa.com.au
SUMMARY:Online Tax Discussion Group Wednesday Evening September 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-wed-evening-sep-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-wed-evening-sep-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260903T123000
DTEND;TZID=Australia/Melbourne:20260903T133000
DTSTAMP:20260617T192443
CREATED:20251201T044315Z
LAST-MODIFIED:20260423T005000Z
UID:10000413-1788438600-1788442200@ifpa.com.au
SUMMARY:2026 Super Quarterly Update - Session 3 (June to August)
DESCRIPTION:Presented by our Head of Technical Services\, 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 months. \nYou’ll gain valuable knowledge of the latest legislative and regulatory changes\, understand the implications and what the changes mean for your clients\, and identify strategies and new opportunities stemming from the changes. The Superannuation Quarterly Update is the ultimate quarterly download for superannuation professionals. \n  \n$99+GST (members) | $132+GST (non- members) \nTPB CPD Hours: 1 hour |  Legislated CPD Hours: To be confirmed \n\n  \n\n \nPresented by:\nStuart Sheary \nStuart Sheary is a highly respected financial services professional with over 20 years of industry experience\, specialising in superannuation\, social security\, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape\, Stuart has built a career dedicated to providing financial professionals with clear\, actionable guidance in these complex areas. \nStuart is well known for his ability to simplify intricate legislative and technical matters\, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events\, contributions to technical literature\, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector. \nBefore joining the Institute of Financial Professionals Australia (IFPA)\, Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients. \nStuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association\, reflecting his commitment to professional excellence. \nWith a passion for technical education and adviser support\, Stuart continues to contribute meaningfully to the industry\, ensuring financial professionals stay informed\, confident\, and well-equipped to navigate the evolving financial services landscape.
URL:https://ifpa.com.au/event/2026-squ-session-3/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2024/04/2024-Super-Quarterly-Update.png
LOCATION:https://ifpa.com.au/event/2026-squ-session-3/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260908T170000
DTEND;TZID=Australia/Melbourne:20260908T190000
DTSTAMP:20260617T192443
CREATED:20251118T003404Z
LAST-MODIFIED:20251118T003404Z
UID:10000408-1788886800-1788894000@ifpa.com.au
SUMMARY:Online Tax Discussion Group Tuesday Evening September 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n \n  \nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts.
URL:https://ifpa.com.au/event/online-tax-dg-tue-evening-sep-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-tue-evening-sep-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260909T070000
DTEND;TZID=Australia/Melbourne:20260909T090000
DTSTAMP:20260617T192443
CREATED:20251117T043042Z
LAST-MODIFIED:20251117T043042Z
UID:10000397-1788937200-1788944400@ifpa.com.au
SUMMARY:Online Tax Discussion Group Wednesday Morning September 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-wed-morning-sep-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-wed-morning-sep-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260909T170000
DTEND;TZID=Australia/Melbourne:20260909T190000
DTSTAMP:20260617T192443
CREATED:20251112T045639Z
LAST-MODIFIED:20251112T045639Z
UID:10000374-1788973200-1788980400@ifpa.com.au
SUMMARY:Online Tax Discussion Group Evening September 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-evening-sep-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-evening-sep-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260911T123000
DTEND;TZID=Australia/Melbourne:20260911T133000
DTSTAMP:20260617T192443
CREATED:20260213T004331Z
LAST-MODIFIED:20260407T052344Z
UID:10000426-1789129800-1789133400@ifpa.com.au
SUMMARY:Investment Insight Series- September 2026
DESCRIPTION:Introducing Our Investment Insight Series \nJoin us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series\, a dynamic and engaging monthly webinar designed to equip you with expert analysis\, independent market insights\, and practical strategies in an ever-changing investment landscape. Whether you’re navigating shares\, bonds\, real estate\, alternatives\, or even cryptocurrencies\, this series will help you stay informed and make smarter investment decisions. \n  \nWhy You Should Attend \nDesigned for financial advisers seeking real\, actionable insights\, this series goes beyond short-term market fluctuations to focus on the bigger picture. Each session will cover: \n\nKey investment themes shaping portfolio construction\nPortfolio design considerations for intergenerational wealth planning and retirement strategies\nSmart money management strategies for different time horizons and financial goals\nPractical\, independent analysis to help you cut through market noise and navigate uncertainty\n\n  \nFlexible and Convenient Learning \nThe Investment Insight Series will be available live on the second Friday of every month\, with recordings available on demand. Each session runs for up to 60 minutes\, delivering high-impact insights without disrupting your schedule. \n  \nRegister now to secure your place! \n\nFree For All (Members and Non Members) \nTPB CPD Hours: 1 hour | Legislated CPD Hours: 1 hour in technical competence \n  \n\n \n  \nMeet Your Expert Speaker – Ashley Owen \nLeading the conversation is Ashley Owen\, one of Australia’s most experienced Chief Investment Officers and portfolio managers. Renowned for his fact-based research and straight-talking approach\, Ashley will take a deep dive into key investment themes\, cutting through market noise to uncover the long-term trends shaping portfolio returns. Expect an independent\, no-holds-barred exploration of the forces driving investment markets – without the hype. \n  \n  \n  \n\n\nYour Host – Stuart Sheary \nStuart Sheary is a highly respected financial services professional with over 20 years of industry experience\, specialising in superannuation\, social security\, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape\, Stuart has built a career dedicated to providing financial professionals with clear\, actionable guidance in these complex areas. \nStuart is well known for his ability to simplify intricate legislative and technical matters\, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events\, contributions to technical literature\, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector. \nBefore joining the Institute of Financial Professionals Australia (IFPA)\, Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients. \nStuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association\, reflecting his commitment to professional excellence. \nWith a passion for technical education and adviser support\, Stuart continues to contribute meaningfully to the industry\, ensuring financial professionals stay informed\, confident\, and well-equipped to navigate the evolving financial services landscape.
URL:https://ifpa.com.au/event/investment-insight-series-september-2026/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2026/02/2026-Free-Investment-insights-series.png
LOCATION:https://ifpa.com.au/event/investment-insight-series-september-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20260922T173000
DTEND;TZID=Australia/Melbourne:20260922T193000
DTSTAMP:20260617T192443
CREATED:20251110T021121Z
LAST-MODIFIED:20260612T052031Z
UID:10000342-1790098200-1790105400@ifpa.com.au
SUMMARY:Melbourne Tax Discussion Group – September 2026
DESCRIPTION:This 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 you can tap into professionally and socially. It is a forum for Australian tax professionals who recognize the value of sharing tax knowledge and experience with their cohort. This group is hosted on the first Tuesday of each month at the Veneto Club in Bulleen. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Tax sessions run once a month for 11 months during the year. Sessions are held in the evenings so there’s no disruption to your work day.\nTax made simple: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\nAs part of our commitment to provide you with the best training materials\, you will receive a comprehensive set of Tax Notes for every session. \n  \nPRICING:\n\nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUMS GET IT FREE \n  \n\n \n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts.
URL:https://ifpa.com.au/event/melbourne-tax-dg-sep-2026/
LOCATION:The Veneto Club\, 191 Bulleen Road\, Bulleen\, Victoria\, 3105\, Australia
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/10/2026-Discussion-groups-In-Person.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20261006T173000
DTEND;TZID=Australia/Melbourne:20261006T193000
DTSTAMP:20260617T192443
CREATED:20251110T025830Z
LAST-MODIFIED:20251110T025830Z
UID:10000343-1791307800-1791315000@ifpa.com.au
SUMMARY:Melbourne Tax Discussion Group – October 2026
DESCRIPTION:This 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 you can tap into professionally and socially. It is a forum for Australian tax professionals who recognize the value of sharing tax knowledge and experience with their cohort. This group is hosted on the first Tuesday of each month at the Veneto Club in Bulleen. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Tax sessions run once a month for 11 months during the year. Sessions are held in the evenings so there’s no disruption to your work day.\nTax made simple: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\nAs part of our commitment to provide you with the best training materials\, you will receive a comprehensive set of Tax Notes for every session. \n  \nPRICING:\n\nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUMS GET IT FREE \n  \n\n \n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts.
URL:https://ifpa.com.au/event/melbourne-tax-dg-oct-2026/
LOCATION:The Veneto Club\, 191 Bulleen Road\, Bulleen\, Victoria\, 3105\, Australia
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/10/2026-Discussion-groups-In-Person.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20261007T173000
DTEND;TZID=Australia/Melbourne:20261007T193000
DTSTAMP:20260617T192443
CREATED:20251113T024122Z
LAST-MODIFIED:20251113T024122Z
UID:10000387-1791394200-1791401400@ifpa.com.au
SUMMARY:Online Tax Discussion Group Wednesday Evening October 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n\nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts. \n 
URL:https://ifpa.com.au/event/online-tax-dg-wed-evening-oct-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-wed-evening-oct-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20261008T180000
DTEND;TZID=Australia/Melbourne:20261008T200000
DTSTAMP:20260617T192443
CREATED:20251110T050738Z
LAST-MODIFIED:20251110T050738Z
UID:10000350-1791482400-1791489600@ifpa.com.au
SUMMARY:Melbourne Super Discussion Groups October 2026
DESCRIPTION:This bi-monthly discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. \nThis discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is hosted on the first Thursday of every second month. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Sessions are hosted six times through the year. Sessions are held in the evenings so there’s no disruption to your work day.\nSuperannuation made simple: Our interactive sessions are facilitated by experienced superannuation professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\n\nPRICING: \nFull six sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $550  | Non-members $880\n\nFull six sessions\nMembers $825   | Non-members $1155\n\nSingle session\nMembers $140   | Non-members $190 \n\n \n  \nPresented by: Natasha Panagis \nNatasha is a highly experienced wealth management specialist with expertise in superannuation\, SMSFs\, retirement planning\, taxation\, estate planning\, insurance\, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens\, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government\, regulators and other key stakeholders\, Natasha is actively involved in shaping Australia’s financial services industry.
URL:https://ifpa.com.au/event/melbourne-super-dg-oct-2026/
LOCATION:The Veneto Club\, 191 Bulleen Road\, Bulleen\, Victoria\, 3105\, Australia
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/10/2026-Discussion-groups-In-Person.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20261009T123000
DTEND;TZID=Australia/Melbourne:20261009T133000
DTSTAMP:20260617T192443
CREATED:20260213T004628Z
LAST-MODIFIED:20260407T052424Z
UID:10000427-1791549000-1791552600@ifpa.com.au
SUMMARY:Investment Insight Series- October 2026
DESCRIPTION:Introducing Our Investment Insight Series \nJoin us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series\, a dynamic and engaging monthly webinar designed to equip you with expert analysis\, independent market insights\, and practical strategies in an ever-changing investment landscape. Whether you’re navigating shares\, bonds\, real estate\, alternatives\, or even cryptocurrencies\, this series will help you stay informed and make smarter investment decisions. \n  \nWhy You Should Attend \nDesigned for financial advisers seeking real\, actionable insights\, this series goes beyond short-term market fluctuations to focus on the bigger picture. Each session will cover: \n\nKey investment themes shaping portfolio construction\nPortfolio design considerations for intergenerational wealth planning and retirement strategies\nSmart money management strategies for different time horizons and financial goals\nPractical\, independent analysis to help you cut through market noise and navigate uncertainty\n\n  \nFlexible and Convenient Learning \nThe Investment Insight Series will be available live on the second Friday of every month\, with recordings available on demand. Each session runs for up to 60 minutes\, delivering high-impact insights without disrupting your schedule. \n  \nRegister now to secure your place! \n\nFree For All (Members and Non Members) \nTPB CPD Hours: 1 hour | Legislated CPD Hours: 1 hour in technical competence \n  \n\n \n  \nMeet Your Expert Speaker – Ashley Owen \nLeading the conversation is Ashley Owen\, one of Australia’s most experienced Chief Investment Officers and portfolio managers. Renowned for his fact-based research and straight-talking approach\, Ashley will take a deep dive into key investment themes\, cutting through market noise to uncover the long-term trends shaping portfolio returns. Expect an independent\, no-holds-barred exploration of the forces driving investment markets – without the hype. \n  \n  \n  \n\n\nYour Host – Stuart Sheary \nStuart Sheary is a highly respected financial services professional with over 20 years of industry experience\, specialising in superannuation\, social security\, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape\, Stuart has built a career dedicated to providing financial professionals with clear\, actionable guidance in these complex areas. \nStuart is well known for his ability to simplify intricate legislative and technical matters\, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events\, contributions to technical literature\, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector. \nBefore joining the Institute of Financial Professionals Australia (IFPA)\, Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients. \nStuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association\, reflecting his commitment to professional excellence. \nWith a passion for technical education and adviser support\, Stuart continues to contribute meaningfully to the industry\, ensuring financial professionals stay informed\, confident\, and well-equipped to navigate the evolving financial services landscape.
URL:https://ifpa.com.au/event/investment-insight-series-october-2026/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2026/02/2026-Free-Investment-insights-series.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20261013T120000
DTEND;TZID=Australia/Melbourne:20261013T140000
DTSTAMP:20260617T192443
CREATED:20251111T050354Z
LAST-MODIFIED:20251111T050354Z
UID:10000358-1791892800-1791900000@ifpa.com.au
SUMMARY:Online Super Discussion Group October 2026
DESCRIPTION:This bi-monthly online discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. \nThis discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is hosted on the second Tuesday of every second month. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Sessions are hosted six times through the year. Sessions are held in the evenings so there’s no disruption to your work day.\nSuperannuation made simple: Our interactive sessions are facilitated by experienced superannuation professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull six sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $825  | Non-members $1155\n\nFull six sessions\nMembers $550   | Non-members $880\n\nSingle session\nMembers $140   | Non-members $190 \nPLATINUM MEMBERS GET IT FREE \n\n \n  \nPresented by: Natasha Panagis \nNatasha 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. \nHer ability to distil 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. \nNatasha 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. \nIn 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.
URL:https://ifpa.com.au/event/online-super-dg-oct-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-super-dg-oct-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20261013T170000
DTEND;TZID=Australia/Melbourne:20261013T190000
DTSTAMP:20260617T192443
CREATED:20251118T004257Z
LAST-MODIFIED:20251118T004257Z
UID:10000409-1791910800-1791918000@ifpa.com.au
SUMMARY:Online Tax Discussion Group Tuesday Evening October 2026
DESCRIPTION: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. \nAs part of our commitment to provide you with the best training materials in the market\, each session you will receive a comprehensive set of Tax Notes supplemented with tables\, charts and diagrams. \nThe discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. \nWhy should you join? \n\nSecure valuable hours of CPD: Each session runs for two hours\nTax issues explained: Our interactive sessions are facilitated by experienced tax professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nComprehensive notes to refer to during and after each session\nMeet your peers: The sessions are a perfect forum for catching up and networking with your peers.\nRaise a client issue: Do you have a worrying client matter? The sessions provide an interactive way to discuss and tackle various topics.\n\n  \nPRICING: \nFull 11 sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $990  | Non-members $1595 \nFull 11 session\nMembers $1515  | Non-members $2120\n\nSingle session\nMembers $140   | Non-members $195 \nPLATINUM MEMBERS ARE FREE \n  \n\n \n  \nPresented by: Joshua Goldsmith \nJoshua Goldsmith is a senior lawyer specialising in taxation and commercial advisory. Joshua’s experience is broad and diverse including advising family groups\, small cap listed and private companies\, and high net wealth individuals. Joshua was a finalist in Lawyers Weekly 30 Under 30 awards (for Taxation) in 2021 and a winner of the Australian Lawyer Rising Star award in 2022\, acknowledging that he is a rising star in the tax and legal profession. He is a regular presenter and facilitator at tax related seminars and discussion groups\, and has appeared on a number of tax related podcasts.
URL:https://ifpa.com.au/event/online-tax-dg-tue-evening-oct-2026/
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/11/2026-Discussion-groups-Online.png
LOCATION:https://ifpa.com.au/event/online-tax-dg-tue-evening-oct-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Melbourne:20261013T180000
DTEND;TZID=Australia/Melbourne:20261013T200000
DTSTAMP:20260617T192443
CREATED:20251112T001102Z
LAST-MODIFIED:20251112T001102Z
UID:10000365-1791914400-1791921600@ifpa.com.au
SUMMARY:Sydney Super Discussion Group October 2026
DESCRIPTION:This bi-monthly discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. \nThis discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is hosted on the first Thursday of every second month. \nThe benefits of attending one of our discussion groups: \n\nSecure valuable hours of CPD: Each session runs for two hours. Sessions are hosted six times through the year. Sessions are held in the evenings so there’s no disruption to your work day.\nSuperannuation made simple: Our interactive sessions are facilitated by experienced superannuation professionals who will guide and explain the application of the law clearly and concisely. Questions\, debate and engaged conversation are highly encouraged.\nCatch up with your peers: The sessions are a perfect forum for catching up and networking with your peers.\nSound out a client issue: Do you have a worrying client conundrum? The sessions provide an interactive way to discuss and tackle various topics.\n\nPRICING: \nFull six sessions Early Bird (Book before the end of 2025 and save 10%)\nMembers $550  | Non-members $880\n\nFull six sessions\nMembers $825   | Non-members $1155\n\nSingle session\nMembers $140   | Non-members $190 \nPLATINUM MEMBERS ARE FREE \n\n \n  \nPresented by: Natasha Panagis \nNatasha 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. \nHer ability to distil 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. \nNatasha 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. \nIn 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. \n 
URL:https://ifpa.com.au/event/sydney-super-dg-oct-2026/
LOCATION:Karstens\, Level 1\, 111 Harrington Street\, Sydney\, NSW\, 2000\, Australia
CATEGORIES:Discussion Group
ATTACH;FMTTYPE=image/png:https://ifpa.com.au/wp-content/uploads/2025/10/2026-Discussion-groups-In-Person.png
END:VEVENT
END:VCALENDAR