We are pleased to introduce a suite of recorded Continuing Professional Development (CPD) sessions. This comprehensive resource library, which not only serves as an archive of valuable content for future reference but also aids in continuous learning and professional growth. Recognising the diverse needs and schedules of our members, these sessions have been designed with flexibility in mind, allowing members to access CPD content at their utmost convenience. This approach accommodates their busy schedules and personal commitments, ensuring that learning and professional development seamlessly integrate into their lives. Furthermore, the format of these sessions allows for a Customised Learning Pace. Members can engage with the content at a rhythm that suits their individual learning styles, with the ability to pause, rewind, and revisit the sessions as needed. This ensures a deeper understanding and absorption of the information.
Take a look at our upcoming live webinars on new and emerging topics across your industry.
Recorded CPD
Market Mastery 2024 – Episode 3 (recording)
We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar
Tax: 2024 year in review (recording)
Join renowned tax expert Joshua Goldsmith for a one-hour webinar that delves into the key tax developments and changes that
Understanding how different employee share schemes work (webinar recording)
Employee share schemes (ESS) have become increasingly prevalent, presenting both opportunities and complexities for tax agents and financial advisors. Navigating
2024 Super Quarterly Update- Session 3 (Jun to Aug) (recording)
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the
Revisiting SMSF trustee structures – how to remain in control
On the setting up of a SMSF, all members are required to be individual trustees or directors of a corporate
2024 Ethics Series Part 3: Code of ethics and professional standards (webinar recording)
Ethics plays a significant role in shaping and strengthening a profession. In this webinar, we will look at the instrumental
Unlocking Success: A 3-Part Series- Part 1 (webinar recording)
Pricing for Professional Services in 2025 In this session, we will explore why pricing is crucial for the profitability and
The new NALE rules impacting SMSFs – what you need to know (webinar recording)
The recent legislative changes to the non-arm’s length expense (NALE) provisions for SMSFs have softened the tax consequences for expenses
Navigating the latest legislation updates in Australia (webinar recording)
What’s changing and what does this mean? From 26 August 2024, 3 major changes in employment law in Australia are
Market Mastery 2024 – Episode 2 (recording)
We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar
Retirement investment strategies – key issues to consider (Webinar Recording)
For many clients, retirement is usually a trigger to seek advice about their finances. There is much to consider, particularly
How to use AI to improve efficiency (webinar recording)
How all accountants and financial professionals can start using (free) Artificial Intelligence to save time and improve accuracy Artificial Intelligence
Part IVA for SMEs (Webinar Recording)
“The Commissioner never uses the General Anti-Avoidance Rule in Part IVA on small businesses…” or does he? Recent cases suggest
Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 3 (recording)
Navigating Penalties and Past Precedents: Lessons from the Legal Front Concluding our series, Navigating the Tax Tide, this webinar addresses
When the ATO audits an SMSF auditor – what to expect and how to prepare (webinar recording)
Bryce Figot of DBA Lawyers has advised and represented numerous approved SMSF auditors who are being audited and investigated by
Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 2 (recording)
Fortifying Your Tax Defences: Strategies for Certainty and Compliance The second session of our “Navigating the Tax Tide” series focuses
Market Mastery 2024 – Episode 1 (recording)
We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar
Navigating the Tax Tide: A 3-Part ATO Insight Series
Navigating the Tax Tide – PART 1 The ATO’s hottest topics and background to ATO interactions Governance – I.e., the
Navigating the Tax Tide: A 3 Part ATO Insight Series – Part 1 (recording)
Guiding Principles: The Essentials of ATO Interaction Join us for the first installment of our illuminating three-part series, “Navigating the
Valuations in SMSFs and the ATO’s focus (recording)
Have you or your clients been contacted by the ATO regarding the asset valuations within their SMSF? This essential webinar
Financial dependency and interdependency relationships
The ability to receive a tax-free death benefit in relation to a parent-child relationship typically depends on being able to
Paying super death benefits – direct to beneficiary or via the estate?
When it comes to paying superannuation death benefits, many clients will generally nominate their spouse as beneficiary. However, for those
2024 Ethics Series Part 2: Biases and ethics – awareness and mitigation
Our biases have significant impacts on decisions we make and face daily. They are particularly relevant in formulating our views
2024 Super Quarterly Update- Session 2 (Mar to May)
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the
2024 Ethics Series Part 1: Introductions to ethics – foundation principles
Moral awareness and ethical thinking are critical components of ethical decision making. In this webinar, we will go over some
Make Sure You Don’t Short Change Yourself: Minimum Payments for Super Pensions
SMSFs in pension mode can attract generous tax concessions for the fund and the member. However, these concessions do come
Exploring the Benefits of Subdivision 328-G for Small Business Restructures (recording)
Join us for an insightful webinar hosted by the Institute of Financial Professionals Australia (IFPA). This session will delve into
Winding up an SMSF (webinar recording)
Winding up an SMSF is never as straightforward as it seems. Once the decision has been made, there are other
Federal Budget 2024 (Webinar Recording)
We welcome you to our webinar intensive that will deliver a comprehensive analysis of the upcoming Federal Budget, set to
2024 Trust Series – Part 1 (webinar recording)
For individuals and small businesses, the use of trusts is widespread for a range of reasons. They can be exceptionally
2024 Trust Series – Part 4 (webinar recording)
For individuals and small businesses, the use of trusts is widespread for a range of reasons. They can be exceptionally
Webinar Recording – 2024 Trust Series All 4 Parts
For individuals and small businesses, the use of trusts is widespread for a range of reasons. They can be exceptionally
2024 Trust Series – Part 3 (webinar recording)
For individuals and small businesses, the use of trusts is widespread for a range of reasons. They can be exceptionally
2024 Trust Series – Part 2 (webinar recording)
For individuals and small businesses, the use of trusts is widespread for a range of reasons. They can be exceptionally
2024 Super Quarterly Update- Session 1 (Dec to Feb)
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the
FBT Year End Essentials: Insights and Strategies for 2024
Join us for an insightful webinar hosted by the Institute of Financial Professional Australia featuring Paul Mather, a renowned FBT
Payroll Tax Masterclass Part 1 Non-Member
Payroll tax generally applies to businesses whose total Australian group wages exceeds the tax-free threshold of a particular state/territory where
Webinar Recording – Payroll: Allowances & Single Touch Payroll Phase 2 (Non Member)
Unlock Expertise in Payroll: Join our Webinar on Allowances & Single Touch Payroll Phase 2 Allowances often present challenges in
Webinar Recording – Payroll: Allowances & Single Touch Payroll Phase 2 (Member)
Unlock Expertise in Payroll: Join our Webinar on Allowances & Single Touch Payroll Phase 2 Allowances often present challenges in
Salary Packaging – The Basics (Webinar Recording)
Master the Fundamentals: Join Us for the Salary Packaging – The Basics Webinar Salary packaging is an instrumental approach to
One-stop-shop to the Australian tax system (recording)
Although we have a complicated tax system, there are just some principles that underpin it. The purpose of this session
Structuring property as an investment of an SMSF
Property continues to be a growth investment for SMSFs over recent years, however, there are still some SMSF trustees that
Federal Budget 2023-24 Non-Member
We are excited to invite you to our upcoming complimentary webinar, where we will provide an authoritative analysis of the
Employee Share Schemes Member
Employee share schemes gives employees shares or rights (and options) to own shares in the company they work for. They
Employee Share Schemes Non-Member
Employee share schemes gives employees shares or rights (and options) to own shares in the company they work for. They
2023 Superannuation Quarterly Update – Session 1
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the
The Investment Strategy- It’s more than a wish list
While an integral part of an SMSF’s governance, a common approach to the investment strategy can be more about picking
Payroll Tax Masterclass – 3 Part Series Non-Member
Payroll tax generally applies to businesses whose total Australian group wages exceeds the tax-free threshold of a particular state/territory where
How to Increase Practice Profits
Presented by: Deena Janes With rising interest rates and increasing cost to serve, it’s time to be more selective with
Future Proof Your Business Member
As the landscape of advisory services continues to evolve with the introduction of “holistic solutions,” it is crucial for tax
The Quality of Advice Review
The Quality of Advice Review Report has been released to the public. This report outlined recommendations for the broadening of
Future Proof Your Business Non-Member
As the landscape of advisory services continues to evolve with the introduction of “holistic solutions,” it is crucial for tax
Interest Indeductibility Non-Member
Join our upcoming webinar as industry experts Ken Mansell delves into the complexities of interest deductibility, dissecting its implications, challenges,
Allocation of Professional Firm Profits
Since the Commissioner withdrew his guidance on how to ensure he will not apply the general anti-avoidance rule in Part
Employee Terminations Part 3 – Processing Terminations (Recording)
Final Call to Complete the Trilogy: Employee Terminations Part 3 – Processing Terminations in Xero We are excited to announce
Inherited Dwellings – Part 1 (recording)
Join us for an enlightening webinar featuring Kirk Wilson, an expert in the field of taxation. Dive deep into the
Tax for landlords – 2 part series
Approximately one in six Australian individual tax returns include net rental income. A vast majority of the one in six
Tax for landlords – 2 part series Non-Member
Approximately one in six Australian individual tax returns include net rental income. A vast majority of the one in six
Carrying on a business Member
It is a question that astute tax minds could debate endlessly, but in practice, advisors need to make informed decisions
Carrying on a business Non-Member
It is a question that astute tax minds could debate endlessly, but in practice, advisors need to make informed decisions
AuditSave- The Future of Tax Audit Protection Member
Understand why the AuditSave tax audit group policy is taking the industry by storm and being adopted by 90%+ of
AuditSave- The Future of Tax Audit Protection Non-Member
Understand why the AuditSave tax audit group policy is taking the industry by storm and being adopted by 90%+ of
FBT Mastery for Accountants
Turning Compliance into Opportunity In an evolving financial landscape, accountants in practice can no longer afford to shy away from
PSI Rules
The personal services income provisions were first introduced in 2001, and the scope of its application has been a source
Business Insurance Part 2 – A deep dive into business succession planning
Delve further into the world of business succession planning for a more advanced session on the business succession process. We
Business Insurance Part 1 and Part 2
Part 1: The basics of business insurance This one-hour webinar provides practitioners with an introduction into the world of business
Aged Care Masterclass – 5 Part Series
You are invited to a special masterclass series on aged care, tailored specifically for those who understand the complexities of
Business Insurance Part 1- The basics of business insurance
This one-hour webinar provides practitioners with an introduction into the world of business insurance. We look at how your clients
Aged Care Masterclass 5 – Aged care conversations with clients
At the Institute of Financial Professionals Australia, we recognise the vital role our members play in building trusted relationships with
Aged Care Masterclass 4- Residential aged care
At the Institute of Financial Professionals Australia, we recognise the vital role our members play in building trusted relationships with
SMSFs and property development (webinar recording)
Join us for an engaging and informative webinar with Bryce Figot as he dives into the latest updates from the
Aged Care Masterclass 3 – Aged accommodation choices
At the Institute of Financial Professionals Australia, we recognise the vital role our members play in building trusted relationships with
Aged Care Masterclass 2 – How to get aged care business ready
At the Institute of Financial Professionals Australia, we recognise the vital role our members play in building trusted relationships with
Property Masterclass – 3 Part Series
Property Masterclass Part 1: The capital/revenue issue for property developers in a falling property market In an economic environment of
Aged Care Masterclass 1 – The need for good aged care advice
This module will address the factors driving the growing demand for aged care advice and challenge advisers to consider the
Inherited Dwellings – Part 2
Delve further into the nuanced world of CGT (Capital Gains Tax) exemptions for inherited dwellings with Part 2 of our
Interest Indeductibility Member
Join our upcoming webinar as industry experts Ken Mansell delves into the complexities of interest deductibility, dissecting its implications, challenges,
Payroll Tax Masterclass – 3 Part Series Member
Payroll tax generally applies to businesses whose total Australian group wages exceeds the tax-free threshold of a particular state/territory where
Taking Advantage of Home Equity Beyond Retirement
Do you have older clients not quite ready to downsize and liquidate assets in the current market? With almost 50%
The Inconvenience of Death in SMSF
One of the biggest challenges in an SMSF is what happens after death. Carrying out the deceased member’s wishes can
SMSFs and pensions – what to be aware of
In this webinar, Rohan will discuss what trustees and auditors must consider when it comes to SMSF pensions, including: Minimum
2023 Superannuation Quarterly Update – Session 2
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the
Year-end tax planning (Webinar Recording)
Another year end approaches and there are a series of opportunities ending, from the instant asset write off to the
Unravelling complex transfer balance cap and TSB cases
Do you find it challenging to manage your clients’ transfer balance and total super balance caps effectively? We understand that
Simple tax topics, that aren’t – 2 Part Series
In this two part webinar series, Joshua Goldsmith with cover tax topics that are seemingly fundamental, often relevant, but are inherently complicated.
Best in Show Member
With the ATO’s release of draft ruling TR 2022/D3 and draft PCG 2022/D5, this webinar will look at the traditional
Best in Show Non-Member
With the ATO’s release of draft ruling TR 2022/D3 and draft PCG 2022/D5, this webinar will look at the traditional
Employee v Contractor
With the ATO’s release of draft ruling TR 2022/D3 and draft PCG 2022/D5, this webinar will look at the traditional
Federal Budget 2023-24 Member
We are excited to invite you to our upcoming complimentary webinar, where we will provide an authoritative analysis of the
Federal Budget 2023-24
We are excited to invite you to our upcoming complimentary webinar, where we will provide an authoritative analysis of the
Effective efficient and compliant ATO document processing Member
Register to join Stan Corner the Founder and CEO from ATOmate in a webinar on The key to effective, efficient
Effective efficient and compliant ATO document processing Non-Member
Register to join Stan Corner the Founder and CEO from ATOmate in a webinar on The key to effective, efficient
What your clients want
While we mindlessly work at doing the same thing with our clients each year, we are actually NOT helping them
Building my business from nothing – you can do it too
Hear from two-time award winner of the Superannuation Specialist Accountant of the Year about how she started her niche accounting
Self-Education Expenses
Join Ken Mansell for an informative and insightful session explore the important issues and concepts surrounding self-education expenses. Recorded
Top Rulings of 2022 Member
2022 was a fascinating year for ATO public guidance, with a number of key issues firmly in the spotlight of
Top Rulings of 2022 Non-Member
2022 was a fascinating year for ATO public guidance, with a number of key issues firmly in the spotlight of
Common SMSF holdups and how to avoid them
In this webinar, Deanne will cover the most common SMSF setbacks, including: SMSF market valuations, including what the ATO is