Why you need to prepared to manage Conflicts of Interest

16 Sep 2020 Accountants

New Client Engagement Tool

Through the new myGov accounts, you now have access to view all your clients superannuation. Partners Wealth Group have developed a calculator which will allow you to project out the capital value required for the client's desired income at retirement. 

28 Aug 2019 Events

Breakfast Bootcamp | A technical work-out for Accountants

Over 90 minutes, you will be put through your paces as our team of specialists challenge you to get technically fit!

08 Feb 2019 Accountants

Super Day 2019 | Perth Agenda

A premier SMSF technical conference for accountants.

18 Dec 2018 Clients

End of year portfolio update

As we stand today (December 20th), the Australian share-market looks set to record its first NEGATIVE year since 2011.

26 Oct 2018 Accountants

CPD requirements and training register

As per the Partners SMSF Advice Authorised Representatives Manual, you are required to meet an annual total of 15 CPD points within the calendar year on subject matter relating to Superannuation and Self-Managed Super Funds (SMSF).