Episode 132 | Real life ethics
The best ideas often come from sharing and learning from each other. Based on feedback and submissions from advisers, this ethics focused session is based on ethical scenarios put forward by financial advisers. What was the issue? What happened? What would you have done?
This session will be CPD accredited.
Episode 133 | Division 296 - The five W's of the new superannuation tax
This case study based session outlines the proposed new tax on superannuation from 1 July 2025 for those with a superannuation balance of more than $3,000,000.
The session will cover who will be impacted, the process and formulas required to calculate a Division 296 liability, client impacts and potential strategies.
This session will be CPD accredited.
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| Date | Topic |
|---|---|
| 29 Jan 2025 | Episode 118 - Margin Lending : Watch now |
| 12 Feb 2025 | Episode 119 - To be, or not to be? With ethics, it's never a question : Watch now |
| 26 Feb 2025 | Episode 120 - I've got another concession to make : Watch now |
| 12 Mar 2025 | Episode 121 - Investing outside of superannuation : Watch now |
| 26 Mar 2025 | Episode 122 - 2025 Federal Budget : Watch now |
| Date | Topic |
|---|---|
| 2 Jul 2025 | Episode 129 – SMSF investments and 13.22C unit trusts : Watch now |
| 16 Jul 2025 | Episode 130 - Support at Home program : Watch now |
| 30 Jul 2025 | Episode 131 - Small Business CGT - Tax efficiency meets super advice: Watch now |
| 13 Aug 2025 | Episode 132 - Ethics : Register now |
| 27 Aug 2025 | Episode 133 - Social Security : Register now |
| 10 Sep 2025 | Episode 134 - TBA : Coming soon |
| 24 Sep 2025 | Episode 135 - Regulatory update : Coming soon |
| Date | Topic |
|---|---|
| 08 Oct 2025 | Episode 136 - Superannuation : Coming soon |
| 22 Oct 2025 | Episode 137 - TBA : Coming soon |
| 05 Nov 2025 | Episode 138 - Ethics : Coming soon |
| 19 Nov 2025 | Episode 139 - FAQs and most interesting tech hotline questions : Coming soon |
| 03 Dec 2025 | Episode 140 - Westpac economics update : Coming soon |
| 17 Dec 2025 | Episode 141 - Regulatory update : Coming soon |