Upcoming  Webinars for Accountants



Webinar - Estate Planning and Superannuation: strategies for wealth preservation


 Wednesday 17 April | 12-12.45pm (AEST)

With superannuation assets often being one of the largest assets individuals hold, it's imperative to plan effectively for their transfer to the next generation. 

Join us for our upcoming webinar where we delve into superannuation strategies for estate planning that maximise wealth preservation. This can be complex area and our clients can often ignore or be unwilling to consider their own mortality, but understanding the strategies and learning from real-life examples can make a real difference to your clients and the next generation.

We will take you through:

- Understanding the importance of Estate Planning superannuation.

- Proactive and reactive planning strategies.

- Real-life examples of managing complexity.


Secure your spot now to learn more about Estate Planning superannuation strategies.







Webinars for Accountants: Now Available


SMSF Audit Update for Accountants


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Watch time: 1 hour

Recorded: November 2023




Investor Update 2023


In this webinar, hear from Lonsec expert, Brook Sweeney who will provide an analysis of the market conditions and the potential impact. Leigh Jobling will discuss investment strategies options as well as the key Federal Budget announcements.

Watch time: 55 mins

Recorded May 2023





Property Investment Trends in 2023: Risks & Opportunities


We recently ran a Property Trends webinar for our clients with a guest presenter – Miriam Sandkuhler, CEO, Property Mavens. If you are interested in finding out the current property trends, rental supply trends and the implications, and the pros and cons of buying 2023, you should take the time to watch this webinar.

Watch time: 45 mins

Recorded February 2023





Latest SMSF Contribution Strategies


In this webinar, Jason Roccasalvo and Emma Partenza take you though the new legislative environment including the Federal Budget, practical strategies to get the best outcomes for your clients and more.

Watch time: 40 mins

Recorded December 2022





Super & Divorce: The Practical Implications of splitting superannuation on divorce


With 1 in 3 marriages ending in divorces in Australia, this webinar will
provide you with the practical tips and traps to avoid to help your clients
navigate this emotional time.

Watch time: 50 mins

Recorded March 2022