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 […]
The Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Tranche 2 reforms will take effect from 1 July 2026, extending AML/CTF obligations to a wider range of designated services commonly offered by […]
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 […]
Join us for an exclusive webinar “Introduction to Cyber Security for Financial Professionals”. As financial professionals, safeguarding sensitive data and client trust is critical. This session will cover: Cyber security […]
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
