For many clients, retirement is usually a trigger to seek advice about their finances. There is much to consider, particularly for SMSF trustees as they have new responsibilities and considerations when a member retires, such as setting up an investment strategy for retirement, transfer balance account reporting, pension planning and maximising exempt current pension income. […]
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. Episode 2 Discussion Points: Is this the ‘big one’ – start of a major correction/crash? If […]
Exclusive to Perth, this popular in person series will get you up-to-date on the latest developments in the world of tax, and inform you as to the potential implications for you and your clients. These sessions are also a great opportunity to connect, discuss issues and workshop scenarios with other WA-based professionals. Delivered by the […]
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 […]
What’s changing and what does this mean? From 26 August 2024, 3 major changes in employment law in Australia are taking effect -which will impact almost all employers. Join Olivia Ang (Partnerships Manager), Simon Obee (Principal Lawyer) and Annie Pellizzon (HR Advisory Manager) as they discuss the latest updates to workplace and employment legislation, and […]
The recent legislative changes to the non-arm’s length expense (NALE) provisions for SMSFs have softened the tax consequences for expenses of a “general” nature. However, there is no such luck for NALE of the “specific” kind. This session delves into the types of specific expenses that can be caught under the NALE rules and […]
Pricing for Professional Services in 2025 In this session, we will explore why pricing is crucial for the profitability and sustainability of your business. You will receive an overview of common pricing models (hourly, fixed, value-based, subscription) and learn how to choose the best one for your services and clients. We will discuss the challenges […]
