Managing and Expanding your Service

Access extensive resources, podcasts, webinars and playbooks designed to help you deliver quality services and expand the services you offer.

Small Firm, Big Impact Podcast Series

This series of podcasts designed explicitly for SMPs, is full of factual and practical content from experts. All episodes are available for listening at your convenience.

Listen nowAbout Small Firm, Big Impact Podcast Series

Small Firm, Big Impact Express Podcast

This 5-minute podcast series is your express source for the latest regulatory, compliance, and industry trend changes. Tune in to SFBI Express and keep your practice ahead of the curve.

Listen nowAbout Small Firm, Big Impact Express Podcast

Sharing Knowledge

These complimentary sessions are designed for you to hear from experts to deepen your understanding of latest changes and updates relevant to you and your practice. All sessions are recorded for you to watch at your convenience.

Watch nowAbout Sharing Knowledge

Smaller Practices Resources

A range of resources and opportunities designed explicitly to help members in small and medium sized practices to modernise their business operations and expand their services.

About Smaller Practices Resources

New insights give small businesses practical sustainability tools

An insights guide on how small and medium enterprises can embed sustainable practice in their businesses to support your work with clients, and your own practice.

Measuring social impact for better reporting: For-Purpose sector

This guide supports members working with for-purpose organisations who are seeking to measure the report outcomes and impact. An opportunity for SMPs to extend their measurement and reporting skills to help their clients.

Australian small business profitability and risk benchmarks report 2024

This benchmark insight report looks into small business profitability and risk. This knowledge will benefit you in assessing profitability, budgeting, forecasting, and informing policy.

An interesting option can be to alert clients to philanthropy and structured giving, in particular as a solution to a tax issue. This can open up values-based conversations that may resonate with clients, so creating value, deepening client relationships, and creating intergenerational relationships. Community Foundations in Australia and New Zealand can work in partnership with professional advisers to boost their philanthropic expertise and helping clients discover their giving objectives.

Australia

Philanthropy Australia: Guidance and tools for professional advisors to support clients on their giving journey.
Community Foundations Australia: Supporting community foundations with policy and research.

New Zealand

Community Foundations NZ: Articles and a free guide for professional advisors to support clients on their giving journey.
Philanthropy NZ: Guidance and materials for effective giving in Aortearoa.

Search