Professional Development


Our professional development courses and training have been designed to meet your learning requirements in SMSF and estate planning. All of our courses are built, designed and delivered in conjunction with practising, industry-leading professionals, at the very top of their profession. Our online learning, local and national events, are conducted by our highly respected associate law firm, Townsends Lawyers, as well as other industry leaders, covering key technical and topical issues.


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

Our online, scenario-based course was 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 estate planning process.

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

To find out more, or to register please click here.


EPAdvantage Estate Planning Accreditation Program – 7.5 CPD hours/points

Specifically designed for CBA, Count Wealth Accountants and Financial Wisdom Advisers 

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, or to register, please click here.


Bacon, Super and Eggs Breakfast Seminars (BSES)

Our long standing BSES seminars have attracted over 6000 attendees to date. Contributing to its popularity is the deep dive into emerging issues and strategic solutions provided by industry experts. Enjoy great networking, and our famous hot buffet breakfast.

Not in Sydney, or cannot make the date?   Join us/participate through our webinar program.

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

To find out more, or to register, please click here.



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.