Events

May Virtual Masterclass

CPD Points: 5.00

Back by popular demand! Our May Virtual Masterclass is on again - a series of one-hour webinars running over two separate days: Tuesday 9 May and Thursday 11 May 2017.
Hosted by leading industry experts - it’s the same program for each day, but provides the freedom to attend sessions at a time that suits you. This virtual masterclass gives you the option to deepen your knowledge in specialised areas from the comfort of your home or office.

Design your learning path
Tailor your educational journey in a way that suits you best. Register and attend only the sessions that are most relevant to you - this allows you the flexibility to focus your continued professional development on the areas where you need extra support. Check your training plans for knowledge area gaps, and give your CPD points an extra boost.

Who should attend
This event series is perfect for Financial Advisers, Paraplanners, Accountants and support staff.

How it works
Book yourself into any of the webinars on either of the days. You will receive a confirmation email for each webinar you've registered for - which will contain the dial-in details for that webinar. Follow the prompts and save the sessions in your calendar - set and forget!

The program
For more information on these sessions please check the Tuesday and Thursday agendas below.

Tuesday 9 May (AEST) Thursday 11 May (AEST) Webinar Session
9.00 am - 9.50 am
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11.00 am - 11.50 am
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Small business restructure and making Super contributions
Ken Mansell, Tax Rambling
Knowledge areas: Super and TASA.
10.05 am - 10.55 am
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12.05 pm - 12.50 pm
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Super proceeds trust, insurance proceeds trust, testamentary trust, and death benefit pensions: when, which one? and why?
Ben Martin, AIA
Knowledge areas: Super, Life Insurance, Estate Planning and TASA.
11.10 am - 12.00 pm
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1.10 pm - 2.00 pm
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Unwrapping the pension transfer balance cap CGT relief
Peter Kelly, Centrepoint Alliance
Knowledge areas: SMSF, Super and TASA.
12.45 pm - 1.35 pm
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2.40 pm - 3.10 pm
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Claims management
Elizabeth Haddow-Allen
and Katie Hartley, CommInsure
Knowledge areas: Life Insurance.
1.50 pm - 2.40 pm
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4.30 pm - 5.20 pm
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Trumponomics, turbulence, and the markets
James Holt, Perpetual
Knowledge areas: Generic Knowledge.
2.55 pm - 3.45 pm
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3.25 pm - 4.15 pm

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The super vs. insurance balancing act
Chris Kirby, AMP
Knowledge areas: Life Insurance and Super.
  • 9:00 am - 3:45 pm
    5.00 CPD Points
  • 11:00 am - 5:20 pm
    5.00 CPD Points