Masterclasses

Popular tax concession laws have recently undergone substantial changes. To help you and your clients take advantage of these changes, Kaplan Professional has designed a series of new Masterclasses.

This page contains:

 Strictly limited places

Download Brochure

Who Should Attend

  • financial planners/advisers with at least 3 years experience
  • business financial advisers
  • paraplanners/senior paraplanners with at least 3 years experience
  • advice specialists/practice development managers
  • compliance managers
  • technical services consultants/analysts
  • tax advisers and lawyers who provide tax advice
  • people who facilitate or present financial planning training to their staff

Program Information

Prepared and presented by Kaplan Professional's Tax Professional team (formerly Webb Martin Training), the Masterclasses will provide you with in-depth knowledge about the recent changes to tax concession laws and how these changes will affect your clients.

The following Masterclasses are currently available:

  • Superannuation – complying with SMSF obligations
  • Super Strategies Masterclass

The Masterclasses break down complex legislation issues into a user-friendly format while identifying key client risks and opportunities present in the current environment.

Upcoming Masterclasses in 2009

Superannuation – complying with SMSF obligations
Time: 8.30am–12.00pm 

Registration option

Melbourne: Thursday 5 March                     
Sydney: Friday 6 March
Time: 1.00pm–4.30pm

Registration option

Perth: Monday 9 March
Adelaide: Tuesday 10 March
Brisbane: Monday 16 March

 

Super Strategies Masterclass  
Time: 8.30am–12.00pm 

Registration option

Melbourne: Thursday 4 June                      
Perth: Monday 15 June                  
Sydney:Thursday 4 June    
Time: 1.00pm–4.30pm

Registration option

Brisbane: Wednesday 3 June
Adelaide: Tuesday 9 June

Future Masterclass Topics

Future Masterclasses will cover the following topics:

  • Asset Ownership
  • Effective transfer of assets to the next generation, and other possible topics
  • Advanced Trust issues
  • Tax issues affecting professionals in the financial industry
  • Choosing a business structure.

If you are interested in any of the above topics or have a suggestion for another topic you would like covered, please email masterclass@kaplan.edu.au

Program Fees

$330.00 per workshop per person.

EARLY BIRD DISCOUNT – If you register and pay for both Masterclasses in 2009, you will receive a 10% discount* off the price of both workshops.

Further Information

Download Brochure  

For more information call 03 9626 4500 or email masterclass@kaplan.edu.au.

*You must register and pay for both workshops by 31 January 2009 to receive the discount.