Discover the potential of in-specie contributions to boost SMSF retirement savings while also navigating the associated risks. This webinar will explore the strategic benefits of transferring assets like listed shares and business real property into an SMSF. Learn how to navigate relevant super and tax law to ensure compliance and avoid adverse tax consequences. Join […]
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 […]
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 advisors, and SMSF professionals who want to understand what AI can actually do in their world—without the jargon, hype, or fear. We will walk you […]
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 […]
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 the PSI rules: Gain a comprehensive understanding of the rationale behind the PSI regime and key developments over the years. How the PSI rules work: […]
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 […]
Those of us advising small business owner clients need to have a strong awareness of how the small business CGT concessions intertwine with superannuation. This session provides practitioners with the information they need to engage in strategic pre-emptive discussions with clients as they approach or contemplate the sale of their business. We focus on how […]
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 […]
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 essential. As a tax, superannuation or financial advice professional, it’s important to understand the full spectrum of structuring options available. These include unit trusts, companies, […]
