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 guidance in the ever-evolving world of finance and investment. Deep Dive into Investment Markets with Ashley Owen We are also excited to feature Ashley […]
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 doing my tax returns as it is tax-free income. But I’ll need you to continue to do my wife’s tax return as she is staying […]
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 with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken. This webinar will explore numerous key […]
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 how to embed a client service-first culture into your business by defining your vision and values, communicating standards, empowering staff, measuring performance, and acting on […]
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’ needs and how do you ensure the fund remains compliant? This session looks at the following key issues: Requirements for an SMSF to run a […]
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 guidance in the ever-evolving world of finance and investment. Deep Dive into Investment Markets with Ashley Owen We are also excited to feature Ashley […]
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 Natasha Panagis, where she will clarify the complexities surrounding the retirement condition of release and its implications for accessing superannuation benefits. About the Webinar […]
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 business structures, providing you with the knowledge and tools necessary to make informed decisions. Part 1: Exploring Business Structures Types of Business Structures: A detailed […]
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 critical implications for the profession, this session is a must for anyone looking to stay ahead in a complex and highly regulated environment. What You’ll […]
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 strategies to overcome them, and adopt habits to boost productivity. We will navigate the challenges of office environments with techniques to improve focus and create […]
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 business structures, providing you with the knowledge and tools necessary to make informed decisions. Part 2: Analysing Business Structures and Case Study Advantages and Pitfalls: […]
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 both individual and SMSF clients. Join us for an exclusive webinar, where George Haramis will unveil how your practice can seamlessly integrate digital advice without […]
