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Mastering Death Benefits and Family Provision Claims - Part 1

This webinar will offer insight into family provision claims under the relevant State legislation as well as the payment of death benefits to help you identify possible solutions for your clients.

Thu, 28 July 2022
12:30 PM - 1:30 PM AEST
Exclusive
Presenter: Graeme

Upcoming webinars

Mastering Death Benefits and Family Provision Claims - Part 1

This webinar will offer insight into family provision claims under the relevant State legislation as well as the payment of death benefits to help you identify possible solutions for your clients.

Thu, 28 July 2022
12:30 PM - 1:30 PM AEST
Exclusive
Presenter: Graeme
Mastering Death Benefits and Family Provision Claims - Part 2

This webinar will offer insight into family provision claims under the relevant State legislation as well as the payment of death benefits to help you identify possible solutions for your clients.

Thu, 25 August 2022
12:30 PM - 1:30 PM AEST
Exclusive
Presenter: Graeme
Insights into the Future of SMSFs - What's Next?

This webinar will provide a detailed look at the SMSF industry and include stats, opinions, and data from within the SMSF sector. It also talks about some key issues and opportunities that will be facing advisers, clients and funds in 2022.

Thu, 29 September 2022
12:30 PM - 1:30 PM AEST
Exclusive
Presenter: Philip La Greca

Recorded webinars

SMSF pitfalls to avoid this new financial year

Starting a new financial year is an exciting time, but it's also full of pesky potential pitfalls that could have a negative impact on your practice. To ensure you stay compliant, you need to be aware of all the changes in industry and legislation.

Thu, 16 June 2022
12:30 PM - 1:30 PM AEST
Exclusive
Presenter: Graeme Colley
7 key checks to make your SMSF audit run smoother

Are you a financial adviser who wants to ensure your clients face fewer audit-related issues this year? In this webinar, our SMSF expert, Philip La Greca will provide you with insight on what steps you should take to meet your end-of-year audit commitments.

Thu, 26 May 2022
1:00 PM - 2:00 PM AEST
Exclusive
Presenter: Philip La Greca
Minimum pension payment requirements - The importance and the implications

Pension law is complex and, as an adviser, it is important to be well-versed to protect your clients. This webinar is designed for advisers like you looking for a clear understanding of pensions, you can provide the best possible advice to clients.

Thu, 28 April 2022
1:00 PM - 2:00 PM AEST
Exclusive
Presenter: Philip La Greca
2022 Federal Budget update, key insights and more

The Federal Budget was released last night and was met with surprise by many. The Budget's primary focus was on short-term and targeted tax concessions and payments to subsidise those impacted by the increase in the cost of living.

Wed, 30 March 2022
1:00 PM - 2:00 PM AEST
Free
Presenter: Graeme Colley
Total Super Balance: What it means and strategies for managing it?

Optimising your clients' total super balances not only ensures they receive concessions they are entitled to but also helps their retirement savings grow faster. Our SMSF experts will share key strategies for maximising the contributions to super.

Thu, 24 March 2022
12:30 PM - 1:30 PM AEST
Exclusive
Presenter: Graeme Colley
Who controls an SMSF when a trustee can't?

Do you know what to do when your clients' SMSF becomes incapacitated? Philip La Greca, will look at the issues associated with the incapacity of trustees, the death of members and trustees, and the appropriate structures that work in various situations.

Thu, 24 February 2022
1:00 PM - 2:00 PM AEST
Exclusive
Presenter: Philip La Greca
SMSF Strategies for advisers 2022

With 2022 being an election year and so much uncertainty on the horizon, it has never been more critical for advisers like you to ensure your clients know they're being protected by professional and strategic advice.

Tue, 22 February 2022
12:30 PM - 1:30 PM AEST
Free
Presenter: Nicholas Ali