Make Sure You Don’t Short Change Yourself: Minimum Payments for Super Pensions

Virtual Event Virtual Event

SMSFs in pension mode can attract generous tax concessions for the fund and the member. However, these concessions do come with conditions, one being satisfying the minimum pension amount required to be withdrawn each year. This session looks at the requirements and consequences of falling short, including: How the minimum annual payment is calculated, including […]

Event Series 2024 Ethics Series

2024 Ethics Series Part 1: Introductions to ethics – foundation principles

Virtual Event Virtual Event

Moral awareness and ethical thinking are critical components of ethical decision making. In this webinar, we will go over some key ethics principles including ethics theories and framework, and their application in practice. The session covers the following: Ethics theories and their application The Ethical Decision-Making Framework (EDMF) The role of code of ethics Behavioural […]

Get Tickets $132.00 – $480.00

2024 Super Quarterly Update- Session 2 (Mar to May)

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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 […]

Get Tickets $99.00 – $132.00
Event Series 2024 Ethics Series

2024 Ethics Series Part 2: Biases and ethics – awareness and mitigation

Virtual Event Virtual Event

Our biases have significant impacts on decisions we make and face daily. They are particularly relevant in formulating our views on ethical issues and how we deal with these issues. The session will address the following: Recognising the different biases and their impact Recognising biases as an impediment to ethical behaviour Understanding the impact of […]

Get Tickets $132.00 – $480.00

Paying super death benefits – direct to beneficiary or via the estate?

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When it comes to paying superannuation death benefits, many clients will generally nominate their spouse as beneficiary. However, for those clients who have separated or are widowed, the next in line will typically be their financially independent adult children. Using a case study, we explain why it may be worthwhile paying a superannuation death benefit […]

Financial dependency and interdependency relationships

Virtual Event Virtual Event

The ability to receive a tax-free death benefit in relation to a parent-child relationship typically depends on being able to evidence financial dependency or the relevant criteria to establish an interdependency relationship. However, this topic is not well understood by many advisers and generally speaking, a parent-child or a grandparent-grandchild relationship does not satisfy the […]

Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 1

Virtual Event Virtual Event

Guiding Principles: The Essentials of ATO Interaction Join us for the first installment of our illuminating three-part series, "Navigating the Tax Tide", designed to enhance your understanding of the Australian Taxation Office's (ATO) current priorities and your interactions with them. In this session, we'll dive into the essentials of tax governance, the management of tax […]

Get Tickets $99.00 – $368.00

Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 2

Virtual Event Virtual Event

Fortifying Your Tax Defences: Strategies for Certainty and Compliance The second session of our "Navigating the Tax Tide" series focuses on empowering taxpayers with the knowledge to robustly defend their tax positions. Discover effective strategies for interacting with the ATO, preparing your documentation in anticipation of audits, and utilising ATO rulings to your advantage. This […]

Get Tickets $99.00 – $368.00

When the ATO audits an SMSF auditor – what to expect and how to prepare

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Bryce Figot of DBA Lawyers has advised and represented numerous approved SMSF auditors who are being audited and investigated by the ATO and ASIC. Bryce will present what to expect from ATO audits and how to best prepare for them. If all goes well in an ATO audit of an SMSF auditor, the ATO may […]

Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 3

Virtual Event Virtual Event

Navigating Penalties and Past Precedents: Lessons from the Legal Front Concluding our series, Navigating the Tax Tide, this webinar addresses the critical aspects of managing and mitigating penalties in interactions with the ATO. Learn from past decisions and understand the different impacts of tribunal rulings versus court decisions. We'll discuss strategies for dealing with challenging […]

Get Tickets $99.00 – $368.00

How to use AI to improve efficiency

Virtual Event Virtual Event

How all accountants and financial professionals can start using (free) Artificial Intelligence to save time and improve accuracy Artificial Intelligence (AI) has well and truly arrived in the tax and accounting industry – think ChatGPT, Google’s Gemini or Microsoft’s CoPilot. In today's competitive landscape, accountants are constantly seeking ways to streamline processes, enhance client services, […]

Event Series 2024 Ethics Series

2024 Ethics Series Part 3: Code of ethics and professional standards (date to be confirmed)

Virtual Event Virtual Event

Ethics plays a significant role in shaping and strengthening a profession. In this webinar, we will look at the instrumental role of the professional code of ethics in raising ethical and professional standards as a key anchor in the ethical decision-making process. The session will address the following: Ethics and moral awareness Code of ethics […]

Get Tickets $132.00 – $480.00