Upcoming  Webinars for Accountants

 

 

 



Webinar: EOFY Super Strategies for Accountants and their Clients & New Gov Policies

 

Monday 19 May | 1pm - 1.30pm (AEST)

 

As we approach the 2024-25 End of Financial Year, now is the time to help your clients get ahead and stay compliant in an evolving superannuation landscape.

 

Join our SMSF specialists and industry experts for a focused, accountant-only webinar covering essential EOFY strategies and the latest government policy updates that matter most to your clients.

 

In this session you will gain:
 

  • Up-to-date EOFY super strategies tailored for client outcomes

  • Guidance on contribution caps, pensions, and timing opportunities

  • Key 2025 legislative and policy changes affecting SMSFs

  • Tips for ensuring compliance and maximising client value

  • A chance to put questions to experienced SMSF professionals in a live Q&A
     

Stay informed, stay proactive - and help your clients finish the year strong!

 

 
 

 

 

 

Webinars for Accountants: Now Available

 

  

Join our experts for an in-depth webinar tailored to accountants who want to enhance their knowledge in estate planning and superannuation. Leveraging real-life case studies, this session will empower you with the tools to better support complex estate planning cases and superannuation matters for your clients.


Watch time: 45 mins

Recorded: April 2025


 


 


 

 
Exit and Transition Planning: Tax Implications for your Business Clients

  

In this insightful webinar, where we’ll explore key tax considerations in exit and transition planning. Learn strategies to help your business clients minimise tax liabilities, maximise value, and navigate the complexities of ownership changes.


Watch time: 50 mins

Recorded: March 2025


 

 


 

 
Tax Planning and Pensions: Supporting Clients in their Strategies Amidst Legacy Pension Changes

  

Are you looking to better understand and navigate the recent changes to legacy pensions to better support your clients? Join our SMSF experts, Emma Partenza and Jason Roccasalvo, as they break down the latest legislative updates and provide practical insights into how these changes will impact your clients.


Watch time: 35 mins

Recorded: March 2025