Reverse mortgages are commonly subject to outdated assumptions and misinformation, which may inadvertently limit your clients’ access to valuable retirement planning opportunities. This webinar is designed specifically for finance professionals who want to understand the facts behind the myths. Learn how reverse mortgages work, their potential role in retirement planning, and how to identify when […]

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 […]

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 […]

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: […]