Ethics plays a significant role in shaping and strengthening a profession. In this webinar, we will look at the instrumental role of the professional code of ethics in raising ethical and professional standards as a key anchor in the ethical decision-making process. The session will address the following: Ethics and moral awareness Code of ethics […]

On the setting up of a SMSF, all members are required to be individual trustees or directors of a corporate trustee. However, life events such as incapacity and death, may require someone to fill the shoes of the replaced individual.   In this session, Phil Broderick will explore control of an SMSF and why it […]

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 […]

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 […]