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 series of client case studies from early in life through to late retirement, unpacking the tax, superannuation, and social security considerations that come with buying, […]
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 advantages, including improving efficiencies and service delivery, we cannot ignore the risk and ethical implications involved in using an AI related technology. This session addresses […]
This tax discussion group is a great way to interact with your peers and colleagues. As a group we'll look at the issues; it's a community and a support network you can tap into professionally and socially. It is a forum for Australian tax professionals who recognize the value of sharing tax knowledge and experience […]
Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes […]
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 months. You'll gain valuable knowledge of the latest legislative and regulatory changes, understand the implications and what the changes mean for your clients, and identify […]
This bi-monthly online discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. This discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is […]
Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes […]
This bi-monthly discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. This discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is hosted […]
Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes […]
Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes […]
This bi-monthly discussion group makes it easy for you to learn about the latest superannuation developments while accumulating up to 40% of your total CPD hours for the year. This discussion group is a forum for Australian superannuation professionals who recognise the value of sharing knowledge and experience with their peers. This group is hosted […]
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 analysis, independent market insights, and practical strategies in an ever-changing investment landscape. Whether you're navigating shares, bonds, real estate, alternatives, or even cryptocurrencies, this series […]
