Clients moving in and out of Australia face a range of investment and tax decisions that can have a major impact on their wealth. This practical session focuses on the top six considerations for departing Australians, expats and returning expats, viewed through the lens of tax, investments and superannuation. We’ll step you through the key […]
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 […]
Finance professionals are trusted holders of highly sensitive personal and financial data. Following on from Introduction to Cyber Security, this one‑hour webinar goes beyond the basics to unpack how modern cyber threats specifically target finance and advisory businesses, and what practical controls are required to protect client data in today’s digital environment. You’ll gain insights […]
Using AI to support and speed up everyday business tasks has become the new normal. To stay competitive, it is critical to keep your AI skills up to date. Building on our successful masterclass last year, this new 2-hour masterclass covers the essentials of generative AI and introduces practical, time-saving functions through step-by-step demonstrations of […]
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. You'll gain valuable knowledge of the latest legislative and regulatory changes, understand the implications and what the changes mean for your clients, and […]
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 […]
With Senate enquiry into the CGT discount (and its effect on inequality and housing affordability) currently under way, there is much speculation about whether the discount will be changed in any way. The purpose of this webinar is to examine: The terms of this Enquiry (and foregone revenue from the CGT discount) The history of […]
From 1 July 2026, key super thresholds will increase creating both planning opportunities and strategic considerations for advisers and their clients. The general transfer balance cap will rise to $2.1 million, affecting total super balance limits and pension strategies. The concessional contribution cap will also increase to $32,500, lifting the non-concessional contribution cap to $130,000 […]
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 […]
Join the Institute of Financial Professionals Australia (IFPA) and Gyrostat Capital Management for an important and practical webinar exploring one of the most overlooked risks facing retirees: Sequencing Risk. For clients approaching or entering retirement, the order in which investment returns occur can matter just as much as the returns themselves. Early losses in retirement […]
If your firm feels constantly constrained by compliance deadlines, staff shortages, and increasing regulatory pressure — you are not alone. But what if you could solve the capacity problem overnight? Join us for an exclusive Institute of Financial Professionals Australia (IFPA) webinar introducing a new, moneyGPS-sponsored solution designed to fundamentally change how accounting firms operate […]
This one-hour session outlines the ATO focus areas most likely to attract scrutiny for SMEs and individuals, and the practical steps practitioners should take to reduce risk. It covers Part IVA, rental property claims, Division 7A, family trust elections, PSI/PSB and income splitting, property development activities and more. You will leave informed of the common […]
