Events

Hear candid tips from your colleagues about preparing for the FASEA exam to help you have more confidence as you approach your sitting date.  This session is open to all but will particularly focus on supporting older, more experienced financial planners who may not have studied for a while or who have not recently sat

Join our upcoming online Local Community to discuss the latest COVID-19 developments and announcements with fellow SMSF practitioners. Craig Phillips, Senior Financial Planner from Phillips Wealth Partners will also be providing a short update on Aged Care in the current climate. You’ll have the opportunity to engage in dynamic discussions on topics such as: •

David Yesford, Senior Vice-President, Wilson Learning, joins Mike Salter for a live session exploring the ‘four cornerstones’ that support a trusting and consultative relationship with clients.  David and Mike will explore and challenge self-defeating beliefs, help you understand how to work from a world of abundance, how to exercise the ABCs of personal power, apply

What is the future for the financial planning profession? Join FPA’s Head of Policy Ben Marshan CFP® and Government Relations Manager Nick Hannan to discuss the FPA’s new policy platform “Affordable Advice, Sustainable Profession”. The discussion will cover the major issues facing the profession, the recommendations the FPA is making and how they fit with the

Join KPMG’s Puneet Gulati, Bruce Sweeney and Sarah Caine to hear how, with financial services the second-largest source of data breaches in Australia (after healthcare), actively managing customer information and trust amidst constant and accelerating technological disruption presents leaders with fresh challenges and new revenue opportunities. Register for the event.

Peita Diamantidis, Managing Director, Caboodle Financial Services shares productivity hacks to help you amplify personal effectiveness and systemise your advice delivery process. Register for the event.

Regulators are increasingly including sustainability in their statements and guidance, and client demand for sustainable finance products is growing.  Our presenter, Alexandra Brown, Founder, Invest with Ethics, will discuss the idea that financial planners can play a role as stewards for a sustainable environment.  Alexandra will explore if seeking out the sustainability preferences of your clients

Join in the online discussion group with other Specialist Auditors proudly hosted by the SMSF Association for our specialist auditor members. ONLINE DISCUSSION OVERVIEW: The purpose of this online discussion provides a forum for the SMSF Specialist Auditors to discuss and ask questions relating to SMSF Auditor business practices and principles. Facilitated by industry experts,

Alex Pollak, Chief Investment Officer, Loftus Peak specialises in analysing companies impacted by change. Alex will discuss how the impact of COVID-19 is changing spending and investment behaviour and accelerating the impact of disruption on traditional industries.  He will discuss how sharemarket indices and formerly safe assets will not play the same role in investing in

Steven Keating, ATO’s Director, SMSF Client Experience joins Shane Nicholas CFP® to discuss the latest issues in the SMSF sector including legislative changes, recent trends in SMSFs, trustee issues and more. Register for the event.