Stay compliant, sharpen your tax knowledge, and fulfil your continuing professional development requirements with this 10 CPD hours Essential CPD Pack – a carefully curated learning suite for financial professionals in taxation across Australia.

Designed specifically for Tax (Financial) Advisers, this practical CPD package covers key tax-related topics relevant to both individual and business clients. From residential property investments and superannuation strategies to tax offsets, insurance, and estate planning, the Tax Advisers CPD bundle helps advisers deliver accurate, up-to-date, and compliant advice.

Whether you’re looking to meet your annual CPD targets or stay abreast of ever-evolving tax regulations, this CPD bundle ensures you’re covered.

Courses included in the package:

• Common Tax Offsets and Rebates – Understand the range of offsets and rebates available to Australian taxpayers, including eligibility criteria and strategic use.
• First Home Super Saver Scheme – Explore how clients can use voluntary super contributions to save for their first home, including tax implications and withdrawal rules.
• Insurance Bonds – Learn about the structure, taxation, and strategic advantages of insurance bonds for long-term savings and estate planning.
• Low Income Tax Offsets – Gain clarity on LITO and SLITO thresholds and how to factor these into advice for low-income earners.
• SMSF and Life Insurance – Understand how SMSFs can hold life insurance policies and the compliance and taxation considerations involved.
• Tax Considerations for Residential Rental Property Investors – Delve into rental income, deductions, negative gearing, CGT, and depreciation rules for property investors.
• Business Protection – Taxation Implications of Using Life Insurance – Examine how life insurance can support business succession planning and its taxation treatment.
• Taxation of Superannuation Death Benefits – Navigate the complex taxation rules surrounding superannuation death benefits and beneficiary classes.

Who is this course package for?

This CPD package is ideal for:

• Registered Tax (Financial) Advisers
• Financial Planners and Wealth Advisers
• Accountants working with individual and business clients
• Superannuation and SMSF Specialists
• Estate and Business Succession Planners
• Compliance and Technical Managers in Financial Services
• CPD Coordinators seeking structured CPD solutions for their teams

Why choose this CPD package?

• Fulfils ASIC’s CPD requirements
• Covers specialist and real-world tax scenarios
• Developed by subject matter experts in Australian taxation
• Self-paced and accessible online
• Suitable for individual advisers and corporate teams