Financial Advisory & Superannuation

41 Products

BDBN's & Reversionary Pensions, Theory & Case Study

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

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

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

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.

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.

REGISTER YOUR INTEREST

Cram 4 Exam – FASEA exam preparation with industry experts



Virtual Classroom Upto 8.5 hours

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 avail the member price, apply discount code C4E and 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

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

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

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

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



Live 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.


If you are looking for the Breakfast Seminar Series please click here 

Essential SMSF Update Series 2020-21



Live 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



Live 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



Live 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

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

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.

Special SMSF Topics 2019 / 2020 Series

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

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

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

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.

SMSF Foundations On-Demand Series 2020-21



Recorded Webinar Upto 5 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

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

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.

Summer Tax and Super School Workshop 2021



Workshop Upto 11.5 hours

Our Winter Tax & Super School has evolved to bring you our brand-new Summer School. Combining two of our most popular sessions, to offer you high quality, relevant tax and superannuation training, face to face. 

Accounting and Finance for Non-Accountants- Virtual Classroom



Virtual Classroom Upto 7.5 hours

This Activity is presented by Bentleys and will be presented over Zoom.

The course will be split into 3 separate 2.5 hour virtual workshops, which provide a practical, hands-on application of accounting processes, systems and theory for those seeking a broader understanding of their role in the finance team, and a better understanding of financial reports.

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

Essential SMSF Update - August 2020



Recorded 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.

SMSF Day 2020 OnDemand



Recorded Webinar 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.

Special Tax Topic 2020: Capital gains tax (CGT): Main residence exemption, Theory and Case Study



Recorded Webinar Upto 3 hours

The capital gains tax (CGT) main resident exemption is one of the most common exemptions applied by Australian taxpayers. However, it can also be one of the most complex exemptions, in particular where a taxpayer uses their family home for income producing purposes.

This informative and highly practical special topic session will ensure that you understand the applicable rules.

Special Tax Topic 2020: Tax issues in recessionary times: Bad debts, Integrated Session

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

Recorded Webinar Upto 1.5 hours

For at least the last 10 years the Australian economy has allowed SMEs and SBEs to trade profitably. However, because of recent drought, bushfires and, now, the COVID-19 pandemic it is likely that the Australian economy may fall into recession.

It is expected that many SME and SBE business may incur substantial losses to the year ending 30 June 2021. In fact, some businesses may take a number of years before they return to profitable trading. This session, our first in a series of Tax issues in recessionary times, considers two case studies that look at transactions that may give rise to bad debt deductions.

Special Tax Topic 2020: Trusts: Understanding testamentary trusts, Theory and Case Study



Recorded Webinar Upto 3 hours

Testamentary trusts are commonly used when assets pass to a minor beneficiary under a deceased estate. This informative and highly practical special topic session will ensure that you understand the applicable rules.

Special tax topic 2020: Tax issues in recessionary times: Trusts, Integrated

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

Recorded Webinar Upto 1.5 hours

For at least the last 10 years the Australian economy has allowed SMEs and SBEs to trade profitably. However, because of recent drought, bushfires and, now, the COVID-19 pandemic it is likely that the Australian economy will fall into recession despite the massive fiscal stimulus response from Federal, State and Territory Governments.

This session, our second in a series of Tax issues in recessionary times, looks at issues relating to trusts that practitioners will likely encounter in the short and medium term.

Foundations of SMSF's Series 2020-21: Superannuation Essentials

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

Recorded Webinar Upto 1.5 hours

This session provides an introduction to the Australian superannuation system and is the first module in a series that focuses on the compliance and taxation of self managed superannuation funds (SMSFs).

Special SMSF Topics: Limited recourse borrowing arrangements - Theory & Case Study

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

Recorded Webinar Upto 3 hours

Ordinarily super funds cannot enter into creditor/borrower type arrangements. However, one way in which a super fund can effectively borrow money that at law does not involve this type of relationship is a limited recourse borrowing arrangement (LRBA).

The LRBA rules in the SIS Act were amended with effect from 6 July 2010 for transactions put in place after that date. This session predominantly provides an outline of the rules applicable for LRBAs entered into after 6 July 2010.

Tax Foundations: Assessable Income

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

Recorded Webinar Upto 1 hours

This tax foundations series covers everything from income tax, GST, PAYG, CGT and other Australian tax system essentials. A firm understanding of these essentials will give you a great head-start as a tax professional.

Tax Foundations: Allowable deductions - general

Receive 20% off this product as part of our summer CPD sale, discount automatically applied at checkout. Offer ends 29 January 11.59am

Recorded Webinar Upto 1 hours

This tax foundations series covers everything from income tax, GST, PAYG, CGT and other Australian tax system essentials. A firm understanding of these essentials will give you a great head-start as a tax professional.

Special Tax Topics 2020: Tax issues in recessionary times: JobKeeper 2.0 and other issues (October 2020, Integrated)



Recorded Webinar Upto 1.5 hours

For at least the last 10 years the Australian economy has allowed SMEs and SBEs to trade profitably. However, because of recent drought, bushfires and, now, the COVID-19 pandemic it is likely that the Australian economy will fall into recession despite the massive fiscal stimulus response from Federal, State and Territory Governments.

This session, our third in a series of Tax Issues in Recessionary Times, looks at issues relating to the extended JobKeeper scheme and cashflow boost receipts by PSI companies.

Financial Advice Day eConference 2021



eConference Upto 6 hours

Register your interest for CA ANZ's inaugural Financial Advice Day eConference, addressing the issues that matter to you as an accountant practicing in financial advice.

REGISTER YOUR INTEREST

National SMSF Conference Online 2020



Recorded Webinar Upto 27 hours

The National SMSF Conference is available for on demand purchase now. Get equipped with valuable strategies and key takeaways which will empower you with the tools necessary to advise your clients with confidence and accuracy, in a rapidly changing SMSF industry.

Whether you are a practitioner, advisor or an accountant, SMSF Conference will position you at the centre of the ever-changing SMSF landscape and will empower you with the latest key industry developments to keep you ahead of the game!

Our National SMSF Conference Online 2020 has now been accredited by the SMSF Association and FASEA for the below number of CPD hours:

  • SMSF Association: Up to 25.5 CPD hours
  • FASEA: Up to 25.5 CPD hours
  • CA ANZ: Up to 27 CPD hours