Financial Advice Across the Client Journey Owning a home is central to many clients’ financial lives but the advice they need shifts dramatically across life stages. This masterclass follows a series of client case studies from early in life through to late retirement, unpacking the tax, superannuation, and social security considerations that come with buying, […]
The advancement in technologies related to the artificial intelligence landscape, have further highlighted and emphasised the role of technology in the advice practice. Although the AI technology may have sound advantages, including improving efficiencies and service delivery, we cannot ignore the risk and ethical implications involved in using an AI related technology. This session addresses […]
The Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Tranche 2 reforms will take effect from 1 July 2026, extending AML/CTF obligations to a wider range of designated services commonly offered by accountants and financial advisers. Whether you’re a sole practitioner or part of a larger practice, understanding these new obligations will be essential to remaining compliant […]
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the must-know developments in the superannuation sector over the last three months. You'll gain valuable knowledge of the latest legislative and regulatory changes, understand the implications and what the changes mean for your clients, and identify […]
Introducing Our Investment Insight Series Join 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 […]
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the must-know developments in the superannuation sector over the last three months. You'll gain valuable knowledge of the latest legislative and regulatory changes, understand the implications and what the changes mean for your clients, and identify […]
