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 […]
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 […]
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 […]
Join us for an exclusive webinar “Introduction to Cyber Security for Financial Professionals”. As financial professionals, safeguarding sensitive data and client trust is critical. This session will cover: Cyber security fundamentals The Essential Eight Financial Professionals obligations for protecting sensitive financial information Common threats targeting financial professionals Practical steps to protect your business and clients […]
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 […]
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 […]
