Masterclass 1 – SMSF Property Strategies: Structures, Rules and Best Practice

Virtual Event

Property continues to be one of the most attractive investment choices for SMSFs. However, for many trustees, buying a property outright simply isn’t feasible which is where smart structuring becomes essential. As a tax, superannuation or financial advice professional, it’s important to understand the full spectrum of structuring options available. These include unit trusts, companies, […]

Get Tickets $250.00 – $425.00

Investment Insight Series

Investment Insight Series Ep4

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 […]

Ethics in practice – IESBA tax planning advice standards revisions

Virtual Event

The role of ethics in professional advice practice is getting further attention in terms of the impact biases on ethical decision making, and how ethics should be at the heart of advice to harness public trust with a greater focus on the public’s interest. This was specifically highlighted in the latest IESBA revisions to the […]

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 – Financial Advice and the Family Home: Navigating Tax and Social Security Issues

For many clients, the family home is their most valuable asset. When it comes time to sell, the financial advice they receive can make a significant difference. As a professional adviser, you can add real value by helping clients understand the complex web of tax, super and social security issues that arise from selling their […]

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 […]