Events

When a client passes away, the practical and administrative tasks left behind can overwhelm families – and leave advisers unsure of what they can (and should) do to help. This session demystifies the after-death administration process, giving advisers a clear framework to understand the role of executors and beneficiaries through the maze of estate tasks

This session will explore the evolving landscape of financial advice in the digital age, focusing on the ethical and regulatory implications of social media use by financial advisers and finfluencers. Led by experienced professionals, this webinar will provide practical insights into ASIC’s expectations, common compliance pitfalls, and strategies for building a professional online presence. Attendees

JBWere’s Kym Bailey unpacks the Federal Government’s revised proposal to tax super balances above $3 million, outlining current details or legislated provisions. Advisers will learn how the tax is calculated, who is affected, timing, and practical strategies ahead of the expected 1 July 2026 start. Register for the event. ($75 for non-members)

The new AML/CTF regime will commence from 31 March 2026 and will mean significant changes for AFS licensees and financial advisers. This webinar provides a deep dive on the steps to take to prepare for the new mandatory obligations relating to AML/CTF programs, risk assessments, and reform implementation plans. Preparing for the reforms now will

Philanthropy is often deeply personal. When advisers understand how clients connect their giving to their values and families, they strengthen trust and deepen long-term relationships. Demonstrating expertise in this space sets advisers apart and positions them as true partners in their clients’ broader life goals, not just their financial ones. Join Kate Stone, Head of Philanthropic

The tax deductibility of financial advice fees will have a significant impact on the cost of advice for your clients. Hear industry experts Conrad Travers and the FAAA’s David Barrett use practical fee methodology examples to explain how the ATO’s TD 2024/7 and the FAAA’s Tax Deductibility Guide can help your clients claim tax deductions

Investments differ, particularly listed income funds, where underlying assets and income delivery vary. This webinar features three listed income funds using LIC or LIT structures, explaining how they deliver consistent long-term income and why their chosen structure suits their income strategy. Register for the event. ($75 for non-members)

Join us for an elegant High Tea as we celebrate International Women’s Day with the FAAA Tasmania Chapter on Thursday 26 February. Enjoy a delicious selection of sweet and savoury delights, refreshing beverages, and the opportunity to connect and network with fellow professionals in a relaxed and uplifting setting at Hadley’s Orient Hotel. We are