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 […]
Amazing Client Service Outcomes by Optimising Your People and Processes In this session, we will explore why client service is pivotal to success in the accounting industry. You will learn […]
We know that an SMSF can run a business provided it is for the sole purpose of providing retirement benefits to members. But when is it appropriate for your clients’ […]
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 […]
Retirement, as a condition of release for superannuation, is often misunderstood, leading to confusion and potential compliance issues. We are pleased to present a critical and timely webinar led by […]
About the Series Understanding the optimal business structure is crucial for tax efficiency, legal protection, and business success. In this series, Joshua Goldsmith will break down the complexities of different […]
We are hosting an essential webinar addressing the latest developments around the Tax Agent Services Act (TASA) and what they mean for tax professionals. With recent changes, new determinations, and […]
Productive Focus and Time Management In this session, we will appreciate the essential skills of productivity, focus, and time management for accounting professionals. You will identify sources of distraction, implement […]
About the Series Understanding the optimal business structure is crucial for tax efficiency, legal protection, and business success. In this series, Joshua Goldsmith will break down the complexities of different […]
Are you ready to lead in the evolving digital advice landscape? Now is the time for accountants to step up and take charge of the opportunities digital advice offers, benefiting […]
Understanding the main residence exemption Are you unsure, or keen to refresh about the complexities of Australia's main residence tax exemption? Join Joshua Goldsmith for a two-part webinar series to […]
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 […]
