Financial Advisory & Superannuation

17 Products

Accounting and Finance for Non-Accountants

Workshop

This Activity is presented by Bentleys. 

The workshop provides a practical, hands-on application of accounting processes, systems and theory for those seeking a broader understanding of their role in the finance team. 

The course is not computer-based, but is instead designed to give participants an understanding of what happens in accounting behind the computer screen.

Being a Professional Workshop

Workshop 2 CPD hours

This Activity is presented by Bentleys. 

The workshop provides a practical demonstration of how to be a professional person when working in a professional environment.

Special SMSF Topics 2019 - BDBN's & Reversionary Pensions, Theory & Case Study

Recorded Webinar 3 CPD hours

Presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

Accounting and Finance for Non-Accountants

Recorded Webinar

This webinar will provide a practical demonstration of accounting processes, systems and theory for those seeking a broader understanding of their role in the finance team. The webinar is designed to give participants an understanding of what happens in accounting behind the computer screen.

Financial Modelling - eLearning

Self-paced 16 CPD hours

This activity is presented by SumProduct. It will enable you to build efficient and effective models for business decision making, focusing on the construction of the Income Statement, Balance Sheet and Cash Flow Statement.  The module comprises best practice guidelines as well as practical advice on common challenges involved in building financial models.
*The course provider, SumProduct, will email you login details within 48 hours of receiving your registration. Please contact us if you have not received your login details after this time.
*Your login is valid for a 12 month period.

Audit of SMSFs: Complex Audit Issues Workshop

Workshop 6 CPD hours

Delve into topical complex areas of SMSF Audits and stay informed on what the ATO’s focus is and the legislative changes. Keeping up to date with changes are vital to ensure that you are prepared to address complex issues.

Strategic Tax Planning Day 2019

Conference 7 CPD hours

The fundamental aim of this event is to arm our members with the tools they need to guide their clients by developing cutting edge tax strategies for end of year tax planning - especially in consideration of the policies of the newly elected government.

Our Strategic Tax Planning Day is specially designed to provide you detailed tax planning strategies to maximise your clients’ taxation outcomes at the end of the financial year. Join us in Sydney to hear from the ATO’s Deputy Commissioner for Small Business, Deborah Jenkins on the key tax issues the department will be focusing on in 2019.

National SMSF Conference 2019

Conference 13.5 CPD hours

The 2019 National SMSF Conference will be held over two days at the Sydney Sofitel Wentworth.


Essential SMSF Update 2019 / 2020 Series

Webinar 6 CPD hours

The Essential SMSF Update Series will provide you with all the latest legislative, regulatory and other developments in the industry, everything you need to give your clients the best advice based on the most current, high quality information available.

Essential SMSF Update 2018 / 2019 Series

Recorded Webinar 6 CPD hours

The Essential SMSF Update 2018 / 2019 Series will provide you with all the latest legislative, regulatory and other developments in the industry, everything you need to give your clients the best advice based on the most current, high quality information available.

Foundations of SMSFs 2019 Series

Recorded Webinar 6 CPD hours

This 4 part recorded webinar series will provide you with a fundamental understanding; whether you’re starting your career in superannuation or an experienced professional looking for a refresher, this series will look at several areas in superannuation that are crucial for any solid foundation.

Special SMSF Topics 2019 Series

Recorded Webinar 9 CPD hours

This 6 part recorded webinar series will provide you with a fundamental understanding of the these informative and highly practical sessions that explore current Australian SMSF issues and essential developments.

WA Sharing Knowledge: SMSF Update August 2019

Seminar 1 CPD hours

Join Chartered Accountant's Superannuation Leader, Tony Negline as we explore the Government's superannuation policies. 
Sessions in Perth and Bunbury are now available. 

Foundations of SMSFs 2019 / 2020 Series

Webinar 4 CPD hours

Navigating our superannuation system can be complex. As such, it’s important to know and understand the rules so that you can be equipped to find the opportunities and develop the right solutions for your clients.

Special SMSF Topics 2019 / 2020 Series

Webinar 9 CPD hours

This 6-part live webinar series is presented by our expert superannuation trainers, these informative and highly practical sessions explore current Australian SMSF issues and essential developments.

QLD Building Knowledge Series: Members in Business

Seminar 1 CPD hours

Tuesday, 10th September 2019

Townsville Building Knowledge: QBCC Changes to the MFR Regulation

Blended Program 2 CPD hours

Tuesday 17 September 2019