Policy Platform Update
Policy Platform Update
Venue: Webinar - Online Website: https://faaa.au/events/Consumer Finance Awards Consumer Finance Awards
Venue: SydneyNavigating the Tax Tide: A 3 Part ATO Insight Series - Part 1 Navigating the Tax Tide: A 3 Part ATO Insight Series - Part 1 Join us for the first installment of our illuminating three-part series, "Navigating the Tax Tide", designed to enhance your understanding of the Australian Taxation Office's (ATO) current priorities and your interactions with them. In this session, we'll dive into the essentials of tax governance, the management of tax affairs, and offer insights into ATO engagement strategies. Learn the nuances of managing rental properties, understand the foundational elements of tax governance, and gain a clearer picture of how the ATO communicates with taxpayers. This webinar is a must for professionals seeking to stay ahead in their tax management practices. Venue: Navigating the Tax Tide: A 3 Part ATO Insight Series - Part 1 Website: https://ifpa.com.au/event/2024-ato-series-part-1/Online Tax Discussion Group-Tuesday Session (2024) Jul Online Tax Discussion Group-Tuesday Session (2024) Jul Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes supplemented with tables, charts and diagrams. The discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. Venue: Webinar - Online Website: https://ifpa.com.au/event/online-tax-discussion-group-tuesday-session-2024-jul/Future of payments - what you need to know in the Australian Financial Markets Future of payments - what you need to know in the Australian Financial Markets Join this expert panel as they delve into the landscape of payments in stockbroking and advisory. They will discuss recent shifts and future trends, alongside the regulatory impact from Treasury, RBA, ASIC, ACCC, and APRA. Discover strategies for enhancing payment adoption, including case studies like Superhero's RTP onboarding. The discussion will cover updates on cheques, BECS, BPAY, and AP+, as well as gaining insights into RTP, NPPA, PayTo, and the role of data in payments. Explore the trends in digital currencies and digital identity and their potential impact on stockbroking. Venue: Webinar - Online Website: https://www.stockbrokers.org.au/education/upcoming-eventsNavigating the Tax Tide: A 3 Part ATO Insight Series - Part 2 Navigating the Tax Tide: A 3 Part ATO Insight Series - Part 2 The second session of our "Navigating the Tax Tide" series focuses on empowering taxpayers with the knowledge to robustly defend their tax positions. Discover effective strategies for interacting with the ATO, preparing your documentation in anticipation of audits, and utilising ATO rulings to your advantage. This webinar will provide practical advice on ensuring your tax affairs are in impeccable order and how to achieve certainty in your dealings with the ATO. Whether you're seeking to bolster your compliance strategies or streamline your interactions with tax authorities, this session will equip you with the necessary tools and confidence. Venue: Webinar - Online Website: https://ifpa.com.au/event/2024-ato-series-part-2/Advisers Big Day Out - Cairns Advisers Big Day Out - Cairns The Advisers Big Day Out (ABDO) has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia. ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities. Venue: Crystalbrook Riley | 131/141 Esplanade, Cairns City QLD Website: https://www.financialstandard.com.au/abdo-regional?utm_source=Event+calendar&utm_medium=Financial+Standard+website&utm_campaign=ABDO+Regional+CitiesAdvisers Big Day Out - Sunshine Coast Advisers Big Day Out - Sunshine Coast The Advisers Big Day Out (ABDO) has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia. ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities. Venue: Sofitel Noosa Pacific Resort | Hotel Entrance Via, 14 16 Hastings Street, Noosa Parade, Noosa Heads QLD Website: https://www.financialstandard.com.au/abdo-regional?utm_source=Event+calendar&utm_medium=Financial+Standard+website&utm_campaign=ABDO+Regional+CitiesAdvisers Big Day Out - Gold Coast Advisers Big Day Out - Gold Coast The Advisers Big Day Out (ABDO) has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia. ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities. Venue: The Langham Gold Coast | 38 Old Burleigh Rd, Surfers Paradise QLD Website: https://www.financialstandard.com.au/abdo-regional?utm_source=Event+calendar&utm_medium=Financial+Standard+website&utm_campaign=ABDO+Regional+CitiesAdvisers Big Day Out - Hobart Advisers Big Day Out - Hobart The Advisers Big Day Out (ABDO) has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia. ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities. Venue: Henry Jones Art Hotel | 25 Hunter St, Hobart Website: https://www.financialstandard.com.au/abdo-regional?utm_source=Event+calendar&utm_medium=Financial+Standard+website&utm_campaign=ABDO+Regional+CitiesCryptoasset Insights: Navigating opportunities and risks Cryptoasset Insights: Navigating opportunities and risks Ian Love, Founder of Blockchain Assets, will delve into Bitcoin and cryptoassets, offering a high-level overview of cryptomarkets, highlighting both risks and opportunities of these emerging assets. Ian will then address practical considerations, focusing on incorporating these assets into a traditional portfolio safely, securely, and in compliance with regulations. Venue: Webinar - Online Website: https://www.stockbrokers.org.au/education/upcoming-eventsAdvisers Big Day Out - Ballarat Advisers Big Day Out - Ballarat The Advisers Big Day Out (ABDO) has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia. ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities. Venue: Mercure Ballarat - Hotel & Convention Centre | 613 Main Rd, Golden Point VIC Website: https://www.financialstandard.com.au/abdo-regional?utm_source=Event+calendar&utm_medium=Financial+Standard+website&utm_campaign=ABDO+Regional+CitiesAdvisers Big Day Out - Geelong Advisers Big Day Out - Geelong The Advisers Big Day Out (ABDO) has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia. ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities. Venue: Rydges Geelong | Myers St &, Gheringhap St, Geelong VIC Website: https://www.financialstandard.com.au/abdo-regional?utm_source=Event+calendar&utm_medium=Financial+Standard+website&utm_campaign=ABDO+Regional+CitiesAdvisers Big Day Out - Newcastle Advisers Big Day Out - Newcastle The Advisers Big Day Out (ABDO) has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia. ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities. Venue: Rydges Newcastle | Wharf Rd &, Merewether St, Newcastle Website: https://www.financialstandard.com.au/abdo-regional?utm_source=Event+calendar&utm_medium=Financial+Standard+website&utm_campaign=ABDO+Regional+CitiesAdvisers Big Day Out - Central Coast Advisers Big Day Out - Central Coast The Advisers Big Day Out (ABDO) has been designed to give advisers an insight into the latest topics from a select group of fund managers in a time effective manner. The ABDO program is delivered to regional & capital city locations across Australia. ABDO gives you the chance to network with your peers and hear from Australia's leading fund managers in a time effective manner. Gain insight into some of the latest topical issues and be kept up-to-date with the diverse range of investment opportunities. Venue: Crowne Plaza Terrigal Pacific | Pine Tree Ln, Terrigal NSW Website: https://www.financialstandard.com.au/abdo-regional?utm_source=Event+calendar&utm_medium=Financial+Standard+website&utm_campaign=ABDO+Regional+CitiesFinancial dependency and interdependency relationships Financial dependency and interdependency relationships The ability to receive a tax-free death benefit in relation to a parent-child relationship typically depends on being able to evidence financial dependency or the relevant criteria to establish an interdependency relationship. However, this topic is not well understood by many advisers and generally speaking, a parent-child or a grandparent-grandchild relationship does not satisfy the criteria. There are however circumstances that may satisfy these rules. Venue: Webinar - Online Website: https://ifpa.com.au/event/financial-dependency-and-interdependency-relationships/Online Tax Discussion Group- Lunch Session (2024) Jul Online Tax Discussion Group- Lunch Session (2024) Jul Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes supplemented with tables, charts and diagrams. The discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. Venue: Webinar - Online Website: https://ifpa.com.au/event/online-tax-discussion-group-lunch-session-2024-jul/Online Tax Discussion Group Evening (2024) Jul Online Tax Discussion Group Evening (2024) Jul Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes supplemented with tables, charts and diagrams. The discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. Venue: Webinar - Online Website: https://ifpa.com.au/event/online-tax-discussion-group-evening-2024-jul/Valuations in SMSFs and the ATO's focus Valuations in SMSFs and the ATO's focus Have you or your clients been contacted by the ATO regarding the asset valuations within their SMSF? This essential webinar will guide you through the necessary actions to mitigate the risk of attracting further attention from the ATO. During this session, we will explore the immediate steps you should consider to ensure compliance. Additionally, we will delve into what the ATO expects to find in your SMSF audit files concerning asset valuations. Our discussion will include detailed guidance on documenting valuation evidence properly and how to effectively communicate these requirements to your SMSF trustee clients. Join us to gain valuable insights into maintaining robust valuation records that meet ATO standards, thereby safeguarding your clients' interests and ensuring that their funds are well-positioned to withstand ATO scrutiny in the years to come. Venue: Webinar - Online Website: https://ifpa.com.au/event/valuations-in-smsfs-and-the-atos-focus/Online Tax Discussion Group - Breakfast Session (2024) Jul Online Tax Discussion Group - Breakfast Session (2024) Jul Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes supplemented with tables, charts and diagrams. The discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. Venue: Webinar - Online Website: https://ifpa.com.au/event/online-tax-discussion-group-breakfast-session-2024-jul/Online Tax Discussion Group - Evening Session (2024) Jul Online Tax Discussion Group - Evening Session (2024) Jul Our online Tax Discussion Groups give you the chance to discuss the latest tax developments and issues with experts in your field regardless of where you are located. As part of our commitment to provide you with the best training materials in the market, each session you will receive a comprehensive set of Tax Notes supplemented with tables, charts and diagrams. The discussion group also provides an opportunity for you to meet with your professional peers and develop a community and support network that you can engage with. Venue: Webinar - Online Website: https://ifpa.com.au/event/online-tax-discussion-group-evening-session-2024-jul/Market Mastery- Episode 1 Market Mastery- Episode 1 We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar Series, designed to provide you with insightful analysis and practical guidance in the ever-evolving world of finance and investment. Venue: Webinar - Online Website: https://ifpa.com.au/event/introducing-our-new-webinar-series-market-mastery/Leadership: are you above or below the line? Leadership: are you above or below the line? Leadership - a topic many dedicate their entire lives to. But what is the number one investment you can make as a leader? Join FINSIA for a webinar with Leading Teams' Gavin Mahony and Care Recruitment's Chris Goulas. They will challenge the thoughts of aspiring, emerging and established leaders on their perception of leadership and the impact it has on their 'followers'. Walk away from this interactive webinar with tools on how to self-assess your leadership skills and understand how these skills will impact the performance of your team. Venue: Webinar - Online Website: https://www.finsia.com/events/leadership-are-you-above-or-below-the-lineWhen the ATO audits an SMSF auditor - what to expect and how to prepare When the ATO audits an SMSF auditor - what to expect and how to prepare Bryce Figot of DBA Lawyers has advised and represented numerous approved SMSF auditors who are being audited and investigated by the ATO and ASIC. Bryce will present what to expect from ATO audits and how to best prepare for them. If all goes well in an ATO audit of an SMSF auditor, the ATO may close their file. However, if the ATO is not satisfied, the ATO might refer the SMSF auditor to ASIC. ASIC then has the power to impose various different outcomes, including public disqualification, suspension or imposing conditions on the auditor's registration. Accordingly, there is tremendous importance in satisfying the ATO's inquiries thoroughly and properly in a timely manner. Bryce has picked up various practical 'tips' and 'traps' while working for SMSF auditors being audited by the ATO over the years. These practical tips and traps are invaluable for ALL professionals working with SMSFs. With this knowledge, an SMSF auditor will be far better placed to promptly deal with an ATO review or audit. Venue: Webinar - Onine Website: https://ifpa.com.au/event/when-the-ato-audits-an-smsf-auditor-what-to-expect-and-how-to-prepare/2024: Interest rates, evolving trends and investor behaviour 2024: Interest rates, evolving trends and investor behaviour The increase in interest rates has impacted owner occupier and investor activity and behaviour in 2024. Additionally these higher rates are also contributing to some evolving market trends. Join us for a webinar with Anthony Landahl, Managing Director of Equilibria Finance for a deep dive into all things property. Venue: Webinar - Online Website: https://www.finsia.com/events/2024-interest-rates-evolving-trends-and-investor-behaviourEnter the Conversation: Investment Governance in Action (NSW) Enter the Conversation: Investment Governance in Action (NSW) Enter The Conversation is a series of exclusive round table events that provides talented and ambitious professionals the opportunity to engage in discussions with some of Australia's leading senior executives. As the buzz around sustainable investing continues to amplify within the industry, investors are taking note of the importance of the often-overlooked 'G' in ESG - Governance - and its role in safeguarding shareholder value. Join Jeff Jackson, Dimensional Investment Stewardship APAC, to discover how active engagement, strategic proxy voting and effective advocacy are driving sustainable corporate governance practices and ensuring long-term profitability and resilience at portfolio companies. Venue: L43/1 Macquarie Place (Gateway), Sydney NSW 2000 NSW Website: https://www.finsia.com/events/enter-the-conversation-investment-governance-in-action-nswSpotlight On Retirement Spotlight On Retirement ASFA's Spotlight on Retirement event on 31 July is an information-packed day for the superannuation industry to gather and explore retirement, and how to design solutions that best meet member needs and supports the retirement system's core objectives. How will retirement evolve in years to come and how will the central components of advice, product and system operations need to interact to deliver the promise of dignity in retirement? A host of speakers and experts will discuss the challenges faced by superannuation funds in the retirement income sector as well as proposed solutions and examples of best practice. Additionally, it will explore the opportunities arising from recent changes in the regulation of financial advice and guidance, aiming to improve retirement outcomes for all Australians. Venue: Mayfair Ballroom, Grand Hyatt Melbourne 123 Collins Street Melbourne, VIC 3000 Australia Website: https://www.superannuation.asn.au/event/spotlight-on-retirement-2024/
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