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 their various forms and the associated tax implications. To provide clarity and insight, we are pleased to present a comprehensive webinar led by Joshua Goldsmith. […]

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 […]