Upcoming  Webinars for Accountants

 

 

 

There are currently no upcoming webinars. Please check again later.
 

 

 
 

 

 

Webinars for Accountants: Now Available

 

Unlock SMSF Excellence: Join Our Exclusive Webinar 

 

In today's competitive landscape, delivering timely, compliant SMSF advice can set your firm apart and drive new revenue. Join our SMSF expert, Jason Roccasalvo, and our partners from moneyGPS SMSF as they share how you can transform client service without an AFSL or extra headcount. 

 

Watch time: 50 mins

Recorded: September 2025

 

 


 

  

Stay compliant in an evolving superannuation ladnscape. Join our SMSF specialists and industry experts for a focused, accountant-only webinar covering essential EOFY strategies and the latest government policy updates that matter most to your clients.


Watch time: 50 mins

Recorded: May 2025
 


 


 


From Wills to Superannuation: Essential Estate Planning Strategies for Accountants

  

Join our experts for an in-depth webinar tailored to accountants who want to enhance their knowledge in estate planning and superannuation. Leveraging real-life case studies, this session will empower you with the tools to better support complex estate planning cases and superannuation matters for your clients.


Watch time: 45 mins

Recorded: April 2025
 


 


 

 
Exit and Transition Planning: Tax Implications for your Business Clients

  

In this insightful webinar, where we’ll explore key tax considerations in exit and transition planning. Learn strategies to help your business clients minimise tax liabilities, maximise value, and navigate the complexities of ownership changes.


Watch time: 50 mins

Recorded: March 2025

 


 

 
Tax Planning and Pensions: Supporting Clients in their Strategies Amidst Legacy Pension Changes

  

Are you looking to better understand and navigate the recent changes to legacy pensions to better support your clients? Join our SMSF experts, Emma Partenza and Jason Roccasalvo, as they break down the latest legislative updates and provide practical insights into how these changes will impact your clients.


Watch time: 35 mins

Recorded: March 2025