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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.
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.
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.
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.
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.
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.
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.
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.