SIAA accredited CPD webinars are offered free to Principal, Practitioner and Affiliate members. Content will be delivered via panels, interactive discussion, presentations and quizzes and to be eligible for CPD you will need to participate in the webinar live.
Estate planning under the new super rules
Wednesday 25 March from 1.00 to 2.00pm AEDT
Recent changes to the taxation of member benefits in superannuation have implications for estate planning strategies. This webinar will examine how the Division 296 rules affect death benefit nominations, reversionary pension nominations, taxation outcomes associated with the payment of death benefits and the overall structuring of member balances. Kym will highlight practical considerations for advisers, including common pitfalls and areas requiring proactive client engagement. Attendees will leave with a clearer understanding of the risks, opportunities and key conversations to initiate with clients.
Kym Bailey, Technical Services Manager, JBWere
Kym assists advisers to maintain their strategic technical advice knowledge, enabling them to provide high quality client advice. With over 25 years’ experience in Tax and Superannuation Consulting, as well as ten years as a HNW client Adviser, Kym is able to identify opportunities and translate technical substance into a form that is relatable for others. Kym holds the Chartered Tax Advisor (CTA) and Fellow CPA designations as well as the GAICD. Kym is the Chair of the Tax Institute of Australia’s Superannuation Committee as well as the Author of the SMSF Solutions publication (Thompson Reuters).
Professional standards CPD: 1.0 Client care and practice
ASIC RG146: 1.0 Generic knowledge
Webinar – Estate planning under the new super rules
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
The gold standard of advice pricing: Strategy, ethics and profit
Wednesday 8 April from 1.00 to 2.00pm AEST
This webinar explores the foundations of strategic pricing for advice businesses, moving beyond cost-plus models that undervalue intellectual property and leave profit gaps. Through real adviser case studies, Julie Matheson will examine ethical pricing aligned with the Code of Ethics and Taxation Ruling 2025/5, identify invisible revenue leaks, and address “discount guilt” in fee negotiations. Attendees will gain practical strategies to confidently reprice services, strengthen profitability and exit value, and build teams equipped with clarity, compliance and commercial confidence.
Julie Matheson, Founder, Finwise Leadership
Julie is a globally recognised Certified Financial Planner CFP® and recipient of the prestigious FPA Distinguished Service Award. A former AFSL business owner and Director of the FPA/FAAA, she brings practical insight into the challenges facing modern advice practices. Julie specialises in mentoring Professional Year supervisors, strategic pricing and applying the Code of Ethics in real-world settings, helping advisers confidently articulate and capture the true value of their services.
Professional standards CPD: 1.0 Professionalism and ethics
ASIC RG146: 1.0 Generic Knowledge
Webinar – The gold standard of advice pricing: Strategy, ethics and profit
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
Introduction to Stockbroking Workshop
Wednesday 15 April from 11.00-1.15pm AEST
Australia’s financial markets are among the most sophisticated and well-regulated markets in the world. Central to the operation of efficient markets is the role of stockbrokers. This workshop provides an overview of Australia’s financial markets and the critical role that stockbrokers play both in retail and institutional markets. A high-level view of stockbroking and financial advisory operations including order taking, transaction and settlement will provide insight into the different systems involved and allow for a discussion of the different business models in stockbroking today.
Russell McKimm MSIAA
During his 40+ year career in stockbroking Russell has held a number of senior management positions in leading broking firms as well as providing advice to a wide range of clients. He has also been involved in numerous industry bodies including President of the Financial Planning Association of Australia (now FAAA) and board member of Stockbrokers Association (now SIAA). He has always had a passion for educating clients which he has fulfilled by being a lecturer in many industry courses and through his commitments including his talkback radio program on 2GB.
Professional standards CPD: 1.0 Regulatory compliance and consumer protection | 0.5 Technical competence | 0.5 Professionalism and ethics
ASIC RG146: 2.0 Generic knowledge
Register four or more (Organisation Member or Non-member) by Wednesday 8 April 2026 and receive a $50pp discount. Email [email protected] to register four or more.
Introduction to Stockbroking Workshop
Student Affiliate Member: $55.00
Organisation Member: $150.00
Non-Member: $200.00
Member-Practitioner: $100.00
Market Manipulation and Other Prohibited Conduct Workshop
Tuesday 28 April from 11.00-1.30pm AEST
This workshop focuses on the prohibition on creating or maintaining an artificial price for trading in various financial products, including shares and futures. This workshop will benefit all who wish to gain an understanding of markets and the consequences of breaching obligations. Designed to suit the needs of financial market professionals from the front and back office, this is a great opportunity to brush up on your obligations, learn how to protect yourself and understand the difference between manipulation and ordinary market forces.
Professor Michael Adams
Professor Michael Adams is a specialist in Australian corporate law and international corporate governance. Michael has expertise in financial services regulation, information governance, consumer protection and the broader area of legal technology and education. Professor Adams was Dean of Law at Western Sydney Law School from 2007 to 2017 and from 2019 the Head of the University of New England Law School.
Professional Standards CPD Area: 1.25 Regulatory compliance and consumer protection | 1.0 Professionalism and ethics
ASIC RG146: 2.0 Generic knowledge
Register four or more (Organisation Member or Non-member) by Tuesday 21 April 2026 and receive a $50pp discount. Email [email protected] to register four or more.
Market Manipulation & Other Prohibited Conduct Workshop
Student Affiliate Member: $55.00
Organisation Member: $150.00
Non-Member: $200.00
Member-Practitioner: $100.00
SIAA 2026 Conference | Investing in growth and resilience
Tuesday 19 and Wednesday 20 May 2026
Park Hyatt Melbourne, 1 Parliament Place
Over two engaging days in Melbourne, delegates will exchange ideas, hear from influential voices, and explore the forces shaping the future of our industry. The conference offers practical insights into professionalism, ethics, continuing education, policy developments, regulatory change, and market trends. It also provides valuable networking opportunities, bringing together individuals and organisations from across the sector to spark collaboration. The conference celebrates the vital role advisers and brokers play in Australia’s capital markets.
The Park Hyatt Melbourne is located at 1 Parliament Street, overlooking St Patrick’s Cathedral and Fitzroy Gardens. Each guest room blends art deco elegance with modern comfort and is 48 square metres in size, featuring one king bed and an en-suite bathroom with double vanity. Parliament Station is a three-minute walk from the hotel, and delegates can access discounted parking and accommodation rates. At the close of day one, delegates are invited to unwind and connect at the SecuritEase Networking Drinks, held in the Trilogy Room and Garden at the Park Hyatt.
Register four or more (Organisation Member or Non-member) and receive a $200pp discount. Email [email protected] to register four or more.
Conference Delegate
Student Affiliate Member: $375.00
Organisation Member: $950.00
Non-Member: $1,250.00
Member-Practitioner: $750.00
If you experience any difficulty with your online registration, please call our office on (02) 8080 3200.
Supporters
Thanks to the following organisations who are supporting SIAA’s webinar program during 2025.