Practical AI Strategies for Financial Professionals
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 […]
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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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
