Financial Advisory & Superannuation

15 Products

Finance for Non-Accountants

Recorded Webinar 6 CPD hours

WINTER CPD SALE This four part webinar series that will give you confidence in working with financial concepts and language as well as providing you with the tools you need to enhance your effectiveness as a business professional.

Special SMSF Topics 2018: Pensions And Lump Sums In The New Super Landscape, Technical Session

Recorded Webinar 1.5 CPD hours

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

Special SMSF Topics 2018: Pensions And Lump Sums In The New Super Landscape, Case Study

Recorded Webinar 1.5 CPD hours

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

Foundations of SMSFs 2019 Series

Webinar 6 CPD hours

WINTER CPD SALE This 4 part live 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

Webinar 9 CPD hours

WINTER CPD SALE This 6 part live 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.

Accounting and Finance for Non-Accountants

Workshop 6.5 CPD hours

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.

Introduction to Accounting for New Recruits

Workshop 19.5 CPD hours

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 accounting and bookkeeping. 

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

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

Recorded Webinar 3 CPD hours

WINTER CPD SALE 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 2 CPD hours

WINTER CPD SALE 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.

QLD Advisory Board Essentials Workshop

Workshop 6 CPD hours

Join us for day two of our Advisory Board Essentials Workshop. A practical guide for professionals in understanding the broader advisory market, how and why businesses access different levels of service and techniques to understand business needs, as well as a guide for working with startups, incubators, accelerators and new entrepreneurs.

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 15 CPD hours

REGISTRATIONS OPENING SOON!

21-22 October 2019 | Sofitel Wentworth | Sydney


With the election looming it's going to be a critical time to get on top of potential changes and future reforms impacting SMSF’s.