Join our webinar to gain critical insights into navigating key estate planning issues impacting advice clients. This session will examine the most common super, tax and social security issues that arise upon the death of a client. Specifically, we will examine the advantages and disadvantages of binding super death nominations and common CGT issues on […]
Investment Insight Series Join us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series, a dynamic and engaging webinar series designed to equip you with expert analysis, independent market insights, and practical strategies in an ever-changing investment landscape. Whether you're navigating information regarding shares, bonds, real estate, alternatives, or even cryptocurrencies, this series […]
Reverse mortgages are commonly subject to outdated assumptions and misinformation, which may inadvertently limit your clients’ access to valuable retirement planning opportunities. This webinar is designed specifically for finance professionals who want to understand the facts behind the myths. Learn how reverse mortgages work, their potential role in retirement planning, and how to identify when […]
Discover the potential of in-specie contributions to boost SMSF retirement savings while also navigating the associated risks. This webinar will explore the strategic benefits of transferring assets like listed shares and business real property into an SMSF. Learn how to navigate relevant super and tax law to ensure compliance and avoid adverse tax consequences. Join […]
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 […]
You don’t need to be a tech expert to benefit from AI, just a smart professional ready to work more efficiently. This 2-hour masterclass is designed for busy accountants, financial advisors, and SMSF professionals who want to understand what AI can actually do in their world—without the jargon, hype, or fear. We will walk you […]
Join us for an insightful webinar tailored for practitioners and advisers navigating the complexities of the Personal Services Income (PSI) rules. This session will guide you through: The evolution of the PSI rules: Gain a comprehensive understanding of the rationale behind the PSI regime and key developments over the years. How the PSI rules work: […]
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 […]
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, […]
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 […]
This webinar will provide accounting professionals with valuable insights into the forces shaping the SMSF market today, the opportunities and challenges they present, and how to harness emerging technology and regulatory changes to enhance client relationships and outcomes. Join us for an engaging, informative session that will help you better understand the market dynamics, equip […]
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 […]
