• Redundancy and Retirement: Getting the Tax and Strategy Right

    Virtual Event

    When employment ends, whether through redundancy, resignation, or retirement, clients may receive more than just their final salary. While termination payments can be complex, they also provide valuable opportunities for advisers to deliver strategic guidance and add real value. In this webinar, we’ll unpack how different types of termination payments are taxed, what qualifies as […]

  • Investment Insight Series

    Investment Insight Series Ep5

    Virtual Event

    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 […]

  • Masterclass 2 – Owning a Home Through Life

    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, […]

    Get Tickets $250.00 – $425.00
  • Artificial intelligence in professional advice practice- ethical considerations

    Virtual Event

    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 […]

  • 2025 Super Quarterly Update- Session 4 (Sep to Nov)

    Virtual Event

    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 […]

  • Investment Insight Series

    Investment Insight Series Ep6

    Virtual Event

    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 […]

  • 2026 Super Quarterly Update- Session 1 (Dec 2025 to Feb 2026)

    Virtual Event

    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 […]