Financial Advisory & Superannuation

19 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 Upto 2 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.

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 Upto 2 hours

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.

Registrations have now closed for 2019. REGISTER YOUR INTEREST for 2020.

Strategic Tax Planning Day 2020



Conference Upto 6.5 hours

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

National SMSF Conference



Conference Upto 13.5 hours

The National SMSF Conference will be held over two days in Melbourne in 2020.


2020 pricing will be announced shortly.

REGISTER YOUR INTEREST



Essential SMSF Update 2019 / 2020 Series



Webinar Upto 6 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.

Special SMSF Topics 2019 / 2020 Series



Webinar Upto 9 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.

Cram 4 Exam – FASEA exam preparation with industry experts



Workshop Upto 8.5 hours

New dates in May 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!


National SMSF Conference 2019 - On Demand



Recorded Webinar Upto 13.5 hours

The 2019 National SMSF Conference recording will retain its focus on developing not only your technical knowledge but your practical skills and know-how.

You will be equipped with valuable strategies and takeaways which will empower you with the tools necessary to advise your clients with confidence and accuracy in a rapidly changing SMSF industry.

With a new and exciting real-life client story to be integrated into each and every concurrent session, the Conference promises to be an unforgettable practical experience for SMSF professionals, advisors and auditors around the country.

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.

Accessing super – SIS provisions, Pensions and lump sums



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.

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.

SMSF: 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.