Financial Advisory & Superannuation

32 Products

BDBN's & Reversionary Pensions, Theory & Case Study



Recorded Webinar Upto 3 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



eLearning Upto 16 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 Upto 6 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.

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Strategic Tax Planning Day 2020 - Online



Conference Upto 6.5 hours

Have you got the right strategies in place to maximise taxation outcomes? Join us online to gain an insight into the latest cutting-edge strategies and collaborate, plan and connect with fellow leaders in practice.


With the postponement of the 2020 Federal Budget announcement, this event will run as an online event in October 2020.

Cram 4 Exam – FASEA exam preparation with industry experts



Workshop Upto 8.5 hours

New dates for Sydney, Melbourne and Brisbane coming shortly.



The purpose of the program is to help those who are facing potentially 40-50 hours of preparatory study for the exam to fast-track their revision. 

Jam-packed for those who want a concise and intensive way in which to study, it is delivered by some of the best in the industry with extensive expertise and experience covering all of FASEA’s exam curriculum and 33 learning outcomes.

To obtain the member discount, apply the CRAM01 discount code and then select CAANZ when you enter attendee details. Once enrolled, you will receive an e-mail from Cram 4 Exam with further details.

Tax Training Communities - Register Your Interest



Seminar Upto 20 hours

Are you interested in setting up a new tax training community?

Enquire now via the register your interest button and we will be in touch with you soon to discuss the training needs that suit you!


Superannuation Essentials - Understanding SMSFs



Recorded Webinar Upto 1 hours

This session provides an introduction to the Australian superannuation system with a focus on the taxation of superannuation entities and the taxation of payments made from superannuation entities.

CA Catalyst presents Demystifying Advisory for Public Practice



Recorded Webinar Upto 1 hours

To gain clarity on what Advisory is and what it isn’t. To ascertain the personal skills needed and how to adopt them. To understand the organisational capabilities needed to transition to and gain further revenue from advisory work. What client expectations are now and in the future.

Essential SMSF Update - March 2020



Recorded Webinar Upto 1.5 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.

Foundations of SMSFs 2019 / 2020 Series



Recorded Webinar Upto 4 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 Topic: Superannuation Guarantee Amnesty



Recorded Webinar Upto 1 hours

This recorded webinar discusses the Super Guarantee (SG) Amnesty which is an important measure – it provides a brief window in which an employer can fix any unpaid compulsory superannuation contributions without incurring the usual substantial penalties.

Essential Tax & Superannuation Update Online Series 2020-2021



Webinar Upto 16.5 hours

As an expert tax or accounting professional, people look to you for the most effective tax advice. These critical tax and superannuation updates will give you all the relevant insights you need to ensure you’re providing the best advice to your clients.


Essential SMSF Update Series 2020-21



Webinar Upto 6 hours

The Essential Superannuation 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 - June 2021



Webinar Upto 1.5 hours

The Essential Superannuation 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 - November 2020



Webinar Upto 1.5 hours

The Essential Superannuation 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 - March 2021



Webinar Upto 1.5 hours

The Essential Superannuation 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 - August 2020



Webinar Upto 1.5 hours

The Essential Superannuation 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.

Foundations of SMSFs - Superannuation investment rules – Complying with SIS



Recorded Webinar Upto 1 hours

SMSFs have the ability to invest in a wide range of assets, including collectibles, in-house assets and business real property. As such, it is important to understand how the SIS Act and SIS Regulations work to guide and manage the investment activities of SMSF trustees and ensure the fund is maintained for retirement purposes.

Accessing super – SIS provisions, Pensions and lump sums



Recorded Webinar Upto 1 hours

Moving from accumulation to pension phase is an important process. As such, having a thorough understanding of how the SIS provisions govern pension and lump sum activities is vital leading up to and during your client’s retirement.

Foundations of SMSFs - Getting money into superannuation - contributions



Recorded Webinar Upto 1 hours

Contributions of cash and other assets into superannuation has always been an important part of accumulating retirement wealth. With changes to contributions around the amount you can contribute as well as the penalties for contributing too much, it is vital that you keep up to date with these developments.

Special SMSF Topics - Structuring property investments with SMSFs, Theory & Case Study



Recorded Webinar Upto 3 hours

These 2 part recorded webinars (Theory and Case Study) will provide you with a fundamental understanding of the these informative and highly practical sessions that explore current Australian SMSF issues and essential developments.

Special SMSF Topics - Multiple members and multiple structures: planning for exit, Theory & Case Study



Recorded Webinar Upto 3 hours

These 2 part recorded webinars (Theory and Case Study) will provide you with a fundamental understanding of the these informative and highly practical sessions that explore current Australian SMSF issues and essential developments.

Special SMSF Topics: Managing the transfer balance account on death, Theory & Case Study



Recorded Webinar Upto 3 hours

These 2 part recorded webinars (Theory and Case Study) will provide you with a fundamental understanding of the these informative and highly practical sessions that explore current Australian SMSF issues and essential developments.

SMSF Day 2020 - On Demand



Recorded Event Upto 9 hours

Now available on demand. Designed for SMSF professionals, this dedicated event is set up around the discussion and problem-solving of important trending SMSF concerns — with a group of Australia’s best SMSF technical experts.

This event will be assessed for FASEA CPD.

Special SMSF Topics 2019 / 2020 Series



Recorded Webinar Upto 14 hours

This 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.

Special SMSF Topic - SMSFs and COVID-19



Recorded Webinar Upto 1 hours

The COVID-19 pandemic is having a profound impact on the Australian economy. In response, the Federal Government of Australia has introduced stimulus and safety net measures to help businesses and individuals. In this special information session, we will explore the practical application of key Federal Government measures impacting SMSFs.

Foundations of Superannuation On-Demand Series 2020-21



Recorded Webinar Upto 4 hours

This SMSF foundations series recognises that navigating Australia’s superannuation system can be complex. It is important to know and understand the SMSF rules so that you can be equipped to find the opportunities and develop the right solutions for your clients.

Special SMSF Topics On-Demand Series 2020-21



Recorded Webinar Upto 9 hours

This 6-part special SMSF topic series is presented by our team of tax and superannuation trainers. Each informative and highly practical session will explore a different topical Australian SMSF issue and will ensure that you keep up-to-date with this ever-changing and complex area.

Special SMSF Topic: Property Developments, Theory and Case Study Sessions



Recorded Webinar Upto 3 hours

Owning real estate in SMSFs has always been popular. Property development can also be a legitimate investment for SMSFs. However, there are a number of complex and intertwined regulatory matters that need to be assessed to ensure they are not breached.

Spring Tax & Super School



Workshop Upto 13 hours

Join us around the country to refine your expertise in tax and superannuation through this two-day interactive workshop, facilitated by our highly experienced CA ANZ Senior Tax and Superannuation Trainers.

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