AAP UPDATES | 01 MAY 2017

/AAP UPDATES | 01 MAY 2017
AAP UPDATES | 01 MAY 2017 2017-05-01T16:36:40+00:00

OUR 2017 RISK ROADSHOW!

In this Risk Roadshow David Spiteri will provide you with a business update relating to risk insurance.

Our guest speakers include Chris Unwin (proudly sponsored by CommInsure), who will provide you with new strategies to apply when delivering insurance solutions to your clients –  both now and in the future.

We will also be joined by MLC who will guide us through their claims process and provide everyone with valuable information that will assist you in getting your claim paid earlier.

You can view the full agenda for the May Risk Roadshow event series here. Don’t miss out on this exciting opportunity – sign up today to avoid disappointment!

IMPORTANT REMINDER: SUPERANNUATION CHANGES

Access a range of user-friendly and educational information about the upcoming changes to superannuation, including:

  • Email/Letter content
  • Brochures
  • Presentation Slides

All of these materials are available here.

DESIGN YOUR LEARNING PATH! THE MAY VIRTUAL MASTERCLASS 2017

Our May Virtual Masterclass is on again – a series of one-hour webinars running over two separate days: Tuesday 9 May and Thursday 11 May 2017.

Hosted by leading industry experts – it’s the same program each day, but provides you the freedom to attend sessions at times that suits you. This virtual masterclass gives you the option to deepen your knowledge in specialised areas from the comfort of your home or office and earn up five CPD points in the process!

View the program:

 TUESDAY, 9 MAY  THURSDAY, 11 MAY WEBINAR SESSION
 9.00 am – 9.50 am

Register now

 11.00 am – 11.50 am

Register now

Small business restructure and making super contributions

Presenter: Ken Mansell, Tax Rambling

Knowledge areas: Super and TASA

 10.05 am – 10.55 am

Register now

12.05 pm – 12.50 pm

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Super proceeds trust, insurance proceeds trust, testamentary trust, and death benefit pensions: when, which one? and why? Save

Presenter: Ben Martin, AIA

Knowledge areas: Super, Life Insurance, Estate Planning and TASA

 11.10 am – 12.00 pm

Register now

 1.10 pm – 2.00 pm

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Unwrapping the pension transfer balance cap – CGT relief

Presenter: Peter Kelly, Centrepoint Alliance

Knowledge areas: SMSF, Super and TASA

 12.45 pm – 1.35 pm

Register now

 2.40 pm – 3.10 pm
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Claims Management

Presenter: Elizabeth Haddow-Allen and Katie Hartley, CommInsure

Knowledge areas: Life Insurance

 1.50 pm – 2.40 pm
Register now
 4.30 pm – 5.20 pm
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 Trumponomics, turbulence and the markets

Presenter: James Holt, Perpetual

Knowledge Areas: Generic Knowledge

 2.55 pm – 3.45 pm
Register now
 3.25 pm – 4.15 pm
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 The super vs. insurance balancing act

Presenter: Chris Kirby, AMP

Knowledge areas: Life Insurance and Super

UPCOMING EVENTS: MAY 2017

How will superannuation death benefits be treated under the transfer balance cap regime?

To supplement the March Masterclass presentations, Peter Kelly will be hosting a series of webinars designed to delve further into the mysteries of the transfer balance cap.

Presenter:  Peter Kelly, Superannuation, SMSF and Retirement Planning Specialist, Centrepoint Alliance

Suitable for:  Financial Advisers, Tax (financial) advisers, Accountants, Paraplanners and support staff

Knowledge Area: Superannuation and SMSF

 HOW WILL SUPERANNUATION DEATH BENEFITS BE TREATED UNDER THE TRANSFER BALANCE CAP REGIME?
 Tuesday 2 May 2017  10.30 am – 11.30 am (AEST) Click here to register.

Selling Who You Are – Making Content Personal

In the last round of this four-part series of exclusive webinars Steve Holmes will take you through selling who you are and how to make your content personal.

If you want to hear from an expert, and gain CPD points at the same time, then you will want to register for this final session.

Presenter:  Steve Holmes, Co-Founder/Director of SH Marketing & Design and Feedsy

Suitable for:  Financial Advisers, Tax (Financial) Advisers, Accountants, Paraplanners, and support staff

Knowledge Area: Practice management

 SELLING WHO YOU ARE – MAKING CONTENT PERSONAL
Wednesday 3 May 2017 2.30 pm – 3.30 pm (AEST) Click here to register.

Quarterly Economic and Market Update:  Research

Please join the Centrepoint Alliance Research team as they run through the economic and market highlights of the recent quarter including a up to date central bank policy and market performance.

This update will include the discussion of potential portfolio headwinds, regular reviews, and will allow time for a Q&A at the end of the webinar.

Presenter: Theodore Hatsis, Head of Research, Centrepoint Alliance

Suitable for:  Financial Advisers, Tax (Financial) Advisers, Accountants, Paraplanners, and support staff

Knowledge Area: Generic Knowledge

SELLING WHO YOU ARE – MAKING CONTENT PERSONAL
Wednesday 17 May 2017 10.30 am – 11.30 am (AEST) Click here to register.

CLIENT RESOURCES

Realise Your Dream Blog

Should we be able to access our super to buy a home?

Are we entitled to use our super to help us buy a home? Should this be restricted to first time buyers only? Peter Kelly explores this tricky situation in this week’s Realise Your Dream blog.

You can read his post here.