In this session, we will explore the application of the Code of Ethics in common financial advice scenarios and review ASIC’s decisions and disciplinary actions resulting from failures to comply […]
Introducing Our New Investment Insight Series Join us for the Institute of Financial Professionals Australia (IFPA) brand-new Investment Insight Series, a dynamic and engaging monthly webinar designed to equip you […]
With the end of the financial year fast approaching, now is the perfect time to uncover powerful strategies to help clients maximise their super and pension outcomes. This session will […]
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 […]
Major reforms to the Tax Agent Services Act 2009 (TASA) will take effect from 1 July 2025, introducing new obligations and compliance challenges for tax practitioners. This essential webinar will […]
With the Division 296 tax measure once again in the spotlight, it’s more important than ever for advisers to fully understand the scope, implications, and strategic considerations tied to this […]
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 […]
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 […]
Reverse mortgages are commonly subject to outdated assumptions and misinformation, which may inadvertently limit your clients’ access to valuable retirement planning opportunities.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 […]
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 […]
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 […]
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 […]
