Professional Development

 

We offer a range of professional development solutions to meet your training requirements in the SMSF and estate planning space. Our online learning, local and national events are conducted by our highly respected associate law firm, Townsends Lawyers, and other industry leaders covering key technical and topical issues.



EPAdvantage ‘Real Life Estate Plans’ Course – 18 CPD hours/points


NEXT SESSION: 15 February 2018

Our online ‘scenario - based’ course is designed in response to the many advisers who have asked us for a practical training course in estate planning, and address the most common estate plans, covering the needs of the majority of clients. Strengthen your working knowledge to position yourself as a vital partner in the process.

Duration: 1 – 2 hour weekly sessions x 10  |  Location: Online

To find out more and / or to register please click here.


EPAdvantage Estate Planning Accreditation Program – 7.5 CPD hours/points

NEXT SESSION: 15 February 2018

This training program has been specifically developed to meet the needs of Accountant and AFS Licensee standards. The program aims to equip you with the working knowledge and tools needed to better support your clients and confidently engage with them throughout their estate planning process.

Duration: 1 – 2 hour weekly sessions x 4 | Location: Online

To find out more and / or to register please click here.


Bacon, Super and Eggs Breakfast Seminars (BSES)

NEXT SESSION: 2 March 2018

Our long standing BSES seminars have attracted over 6000 attendees over the years.   Contributing to its popularity is the deep dive into strategic topics by industry experts, as well as the famous hot buffet breakfast that allows you to feed your belly along with your mind.

Duration: 2 hour sessions delivered quarterly  |  Location: Hilton Hotel, Sydney / Online webinar for regional NSW and other states.

To find out more and / or to register please click here.


Webinars

Our webinar program is a great way to access our high quality learning from the comfort of your office or home.

To find out more please click here.


Technical Guides

Access the latest white papers and technical guides, including our

complete guide to SMSF Borrowing, volumes 1 and 2.

To find out more please click here.