Are you ready for the EOFY? Get up to speed with the 30 June tax and super strategies and optimise your clients’ ability to accumulate and protect their wealth.
In this annual webinar, Deepali Joshi and Gladys Elias from TapIn will provide you with a timely refresher for end of year financial strategies covering superannuation planning, tax planning and social security.
After attending this webinar, you should be able to:
- Describe a range of tax and super factors, particularly relevant when undertaking client reviews leading up to the end of the financial year period; and
- Identify clients who may require an update to their financial planning arrangements.
2024 EOFY strategies webinar
Australian earnings growth set to return
It now seems likely that FY25 will see a return to Australian earnings growth, after a growth hiatus over the last 12 months. Globally, earnings growth is already accelerating across Europe, Japan, and the US. Register to hear from our expert panel as they discuss factors driving this earnings growth resurgence.
Duration: 60 min | CPD: 1.0 | Expiry: 20 March 2025
Find out moreEthics 3: Navigating financial advice ethics: client couples and conflict of interest
The session will explore the nature of separation and divorce in the context of financial advice, in addition to other potential conflict of interest issues that can arise with client couples.
Duration: 60 min | CPD: 1.0 | Expiry: 16 November 2024
Find out moreRetire with confidence
Our new guide to retirement income, ‘Retire with confidence. A guide to the new world of retirement income’ looks back at the accumulation-led policies of the past and forward to the brave new world of income streams.
Watch our on-demand webinar and hear firsthand from the AMP experts who helped put it together.
Duration: 60 min | CPD: 1.0 | Expiry: 11 September 2024
Find out more
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