Upcoming Webinars

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Date	Title	Presenter
26/11/2025	Estate Planning Part 2 - Testamentary Trusts, Superannuation & Taxation	Greg Russo
10/12/2025	Setting up a Charity	Lester Ong

Webinars On Demand

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• CPD Obligation Field 1: Practice Management and Business Skills
• CPD Obligation Field 2: Professional Skills
• CPD Obligation Field 3: Ethics and Professional Responsibility
• CPD Obligation Field 4: Substantive Law

CPD Obligation Field 1: Practice Management and Business Skills

Date Recorded	Title	Presenter
30/09/2025	AML/CTF Compliance - A Sea Change Moment for Professional Advisers?	Katherine Shamai
24/09/2025	Tax Agent Obligations and Issues	Arthur Athanasiou
30/07/2025	Unlocking Microsoft 365 Copilot	David Shine
27/11/2024	AI in Professional Practices - Risks and Benefits	Mark Halsey & Fiona Halsey

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CPD Obligation Field 2: Professional Skills

Date Recorded	Title	Presenter
13/08/2025	When the ATO Come Knocking	Martin McCoy

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CPD Obligation Field 3: Ethics and Professional Responsibility

Date Recorded	Title	Presenter
8/04/2025	Drafting Estate Planning Documents to meet Litigation Risks	Greg Russo
18/09/2024	Professional Advisers as Appointor of their Client’s Family Trust	John Wojtowicz

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CPD Obligation Field 4: Substantive Law

Date Recorded	Title	Presenter
17/09/2025	Proving De Facto Relationships: Shifting Thresholds and Complex Family Dynamics	John Spender
10/09/2025	Personal Insolvency Agreements and Section 73 Compositions in Bankruptcy	Phil Davie & Shannon O’Connor
27/08/2025	The Nuts and Bolts of Modern Estate Planning	Greg Russo
11/06/2025	Tax and Cryptocurrency – A Square Peg in a Round Hole	Adam Ahmed
10/06/2025	UPEs and Div 7A – Implications of the Recent Bendel Decision	Daniel Taborsky & Mary Hu
28/05/2025	End Of Financial Year Tax Rollup 2025	Sammy Syed & Kristy Binns
27/05/2025	End Of Financial Year SMSF Planning 2025	Lindzee-Kate Tagliaferri
20/05/2025	Small Business Restructures and Director Penalty Notices	Jerome Mohen
7/05/2025	When Directors are Personally Liable	Dino Travaglini
19/03/2025	Foreign Trust Taxation Issues	Dr Philip Bender
11/03/2025	How Binding are Financial Agreements	Jemma Mackenzie
25/02/2025	Where Death Benefit Nominations Go Wrong	Rachael Hocking
26/11/2024	Advising on Family Trusts in the 21st Century	Greg Russo
19/11/2024	Family Law and Trusts	Jemma Mackenzie
31/07/2024	Sexual Harassment Laws in Australia	Ian Latham
30/07/2024	Testamentary Trusts 101	John Wojtowicz

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