For many clients, retirement is usually a trigger to seek advice about their finances. There is much to consider, particularly for SMSF trustees as they have new responsibilities and considerations […]
We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar Series, designed to provide you with insightful analysis and practical […]
What’s changing and what does this mean? From 26 August 2024, 3 major changes in employment law in Australia are taking effect -which will impact almost all employers. Join Olivia […]
The recent legislative changes to the non-arm’s length expense (NALE) provisions for SMSFs have softened the tax consequences for expenses of a “general” nature. However, there is no such luck […]
Pricing for Professional Services in 2025 In this session, we will explore why pricing is crucial for the profitability and sustainability of your business. You will receive an overview of […]
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 […]
On the setting up of a SMSF, all members are required to be individual trustees or directors of a corporate trustee. However, life events such as incapacity and death, may […]
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 […]
Employee share schemes (ESS) have become increasingly prevalent, presenting both opportunities and complexities for tax agents and financial advisors. Navigating the intricate landscape of ESS requires a thorough understanding of […]
We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar Series, designed to provide you with insightful analysis and practical […]
Are you confident in advising clients who are taking up employment overseas? Consider this scenario: “I’m taking a two-year job in the Middle East and I won’t need your help […]
Post death superannuation strategies are a key area for any adviser in the holistic estate planning space. The combination of strict rules around managing the assets of a deceased, together […]
