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Agenda & On Demand
8:30 am - 8:55 am - 21 April 2023
Registration Opens
9:00 am - 9:55 am - 21 April 2023
Session 1
Michael Pope is the ultimate Master of Ceremonies and facilitator having spent over 30 years in the television and corporate worlds. A thorough professional, Michael has made hundreds of public appearances as an MC at events around Australia.
9:10 am
Legislation and Regulations Update - Tax, Super and Financial Services
Natasha Panagis - Head of Superannuation and Financial Services - The Institute of Financial Professionals Australia, Phil Osborne - Financial services technical - The Institute of Financial Professionals Australia, Neville Birthisel - Tax Manager - The Institute of Financial Professionals Australia
The world of tax, superannuation and financial services is constantly changing. In this session presented by our technical team, join our experts as they take you through the most recent legislative and regulatory developments impacting the tax, superannuation and financial services sector. You’ll gain practical insights to help you understand what the changes mean for your practice and your clients.
10:00 am - 10:20 am - 21 April 2023
Morning Tea
10:25 am - 12:00 pm - 21 April 2023
Session 2
10:25 am
The IGTO will provide an update on the important work of the Inspector-General and Taxation Ombudsman including the latest review investigations (Objections, the Commissioner’s Remedial Power and the Commissioner’s General Powers of Administration), as well as some case studies to illustrate how the Taxation Ombudsman can help to resolve taxation disputes.
11:15 am
- Tips and tricks for business succession
- Business Valuation for succession
- Employee Share Ownership Plan (ESOP) for your staff ( and as a succession tool)
- The client opportunity
- Advisory services
- Tools - valuation tool, Business Insights Report, exit readiness assessment
12:05 pm - 1:00 pm - 21 April 2023
Lunch
1:05 pm - 2:40 pm - 21 April 2023
Session 3
1:05 pm
Are you worried about the security of your financial data and transactions? Join us for this informative cybersecurity presentation tailored to the financial sector, delivered by an expert from the Australian Cyber Security Centre (ACSC).
This presentation will cover the latest cyber security threats and vulnerabilities facing Australia and the financial sector, including phishing scams, social engineering attacks and ransomware. This presentation is a must attend for financial professionals, including traders, brokers and financial advisors. Don’t let cyber criminals compromise your financial security.
1:50 pm
Looking to invest in the world of crypto but feeling lost amidst all the buzzwords and noise? Fear not, this talk presentation is designed to provide you with a balanced insight into the exciting and rapidly evolving world of cryptocurrency, blockchain, web3, and NFT's.
In this session, you will gain a foundational understanding of what cryptocurrency is, how it works, and most importantly, how it could integrate with your existing investing portfolio. We will explore the different types of cryptocurrencies, discuss the risks and benefits of investing in them, the different sectors inside crypto, and upcoming trends to provide you with a clear picture of where the space is heading.
2:45 pm - 3:10 pm - 21 April 2023
Afternoon Tea
3:10 pm - 5:30 pm - 21 April 2023
Session 4
In this session, Belinda will examine the following topical issues for SMSF audits:
- Asset valuation issues and risks to manage
- Investment strategy issues – what to consider before finalising your strategy
- NALI risks, and
- Covid impact and audit considerations.
4:00 pm
Many believe insurance of a key person is a simple thing – just pick an amount and arrange for the cover. However, with the range of considerations to be made – from how the purpose of the cover determines the taxation treatment of premiums and benefits which in turn could affect the required cover amount, to whether traditional ownership structures are appropriate – the application of key person arrangements is far from simple. This session will highlight the areas that need to be addressed to make sure that intent is matched by implementation to protect the insured, their business and your practice.
4:50 pm
The presentation, which will be led by Philippa, will focus on identifying and managing stressors and pressures during times of crisis. As we all know, stress and anxiety can have a significant impact on our overall well-being and can hinder our ability to cope effectively. Therefore, it's important that we equip ourselves with the necessary processes, skills, and strategies to manage these challenges both for ourselves and for our clients.
Philippa is a seasoned expert in this field and has helped many individuals and organisations overcome challenging situations. Her insights will undoubtedly provide valuable knowledge that can be applied in both personal and professional settings.
5:30 pm - 5:35 pm - 21 April 2023
Closing Address
5:30 pm
5:30 pm - 7:30 pm - 21 April 2023