Excess super contributions are a common headache for clients and their advisers. In this session, we will examine common traps through real-life case studies and explore the best course of action for those who’ve exceeded their cap. We will also share five practical tips to help clients stay within their limits. Join us to gain […]

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 […]

Now, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus. With the only certainty seemingly change, the concept of 'designer trusts' is arguably on trend for many specialist advisers. In particular, throughout the life cycle of a trust, there are a range of situations that may mean […]

We are pleased to invite you to our upcoming webinar, which will provide an in-depth analysis of the forthcoming Federal Budget, scheduled to be handed down on 25 March 2025. This budget, under the stewardship of Prime Minister Anthony Albanese and Treasurer Jim Chalmers, is anticipated to have significant ramifications for the economy, our industry, […]