Weekly SMSF Video Series for Accountants and Financial Advisers
Learn how to tackle tricky enquiries and help your clients.
Subscribe to get access to 1 video for FREE Every Fortnight.Our weekly technical videos are created for accountants to assist their clients with self-managed super matters.
The information we share here is NOT available to the general public.
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Advisers Digest #254
(Free to watch until 18 June 2023)
In this video:
[How To Deal With Reversionary Pensions When The Recipient Goes Over Their TBC] |
Two reversionary pensions in an SMSF.
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Training Coming Up Soon
Live Online Masterclass - Presented By Peter Adams
Income Tax Returns for Individuals - Disclosure & Compliance
6 & 13 June 2023 (3 hours of CPD)
This Masterclass guides you through the key elements and aspects of Australian taxation law, as it relates to disclosure and compliance pertaining to income tax returns for individuals.
It also outlines the administrative requirements including returns, tax collection and withholding mechanisms, assessments, obligations, rulings, penalties and audits.
Book in this date: 12:30 PM, Tuesday, 06th June 2023 (AEST)
12:30 PM, Tuesday, 13th June 2023 (AEST)
That is why you should join us for our Income Tax Returns for Individuals - Disclosure & Compliance Masterclass presented by Senior Tax Counsel Peter Adams where you can refresh your knowledge on individual income returns.
Find out more by clicking on the button below...
Live Online Masterclass - Presented By Peter Johnson
Pensions & Pension Strategies
20 & 27 June 2023 (3 hours of CPD)
Pensions inside super have become a lot more complicated since 2017. It used to be very simple. All your money was in a pension but now can't all be in a pension. There are transfer balance accounts, T-bar reporting, etc.
This why you should come along to our Pensions & Pension Strategies Masterclass presented by our founder Peter Johnson where you can gain a comprehensive understanding on pensions.
Book in this date: 11:00 AM, Tuesday, 20th June 2023 (AEST)
11:00 AM, Tuesday, 27th June 2023 (AEST)
This masterclass series will focus on the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc. Eg, what is the impact on a child's transfer balance account when a parent leaves them a death benefit pension? And more...
Find out more by clicking on the button below...
Online Webinar - Presented By Allyson Pannier & Peter Johnson
Understanding & Advising On Client Structures Bundle
16 June & 21 July 2023 (2 hours of CPD)
Client structures can seem complicated. Each structure has its own benefits and opportunities as well as their own pros and cons. Fully comprehending the key aspects of each structure is a crucial step to determining which one is most viable for each client.
That is why you should take advantage of our exclusive Understanding Client Structures and Advising On Client Structures Webinar Package presented by Senior Accountant Allyson Pannier and our Founder Peter Johnson.
Remember these dates:
12:00 PM Friday, 16 June 2023 (AEST) - Understanding Client Structures Webinar
This webinar is designed to help you dive deep into the fundamentals of understanding and advising on client structures.
Find out more by clicking on the button below...
Live Online Webinar - Presented By Peter Adams
Tax Update Webinar
29 June 2023 (1 hour of CPD)
Our Monthly Tax Update Webinars are designed to ensure that accountants are able to remain up-to-date on changes within the taxation industry.
So why not join Senior Tax Counsel Peter Adams this month for our Tax Update Webinar and learn more about the latest decisions made by the ATO?
Tax Update with Peter Adams (1 hour CPD) 1:00 PM, Thursday, 29th June 2023 (AEST)
This webinar is 100% online and will help you remain on top of all the major legislative and taxation changes each month.
Find out more by clicking on the button below...
live training events in 2023
Live Training Events - Presented By Peter Adams
Individual Tax Return Preparation Day 2023
Sydney (7 hours of CPD)
As registered Tax Agents, it is imperative to remain knowledgeable on changes that can impact the way you complete your clientβs individual income tax returns.
That's why you should join us for our Individual Tax Return Preparation Day 2023 presented by Senior Tax Counsel Peter Adams.
Join Us (From 9am to 5.30pm)
Sydney - Rydges Hotel, World Square, Sydney
Wednesday, 28 June 2023
This informative live workshop will guide you through all the key elements and aspects of Australian taxation law related to the preparation of 2023 tax returns and disclosures for individual income.
Find out more by clicking on the button below...
Live Training Events - Presented By Jo-Anne Hotston & Peter Johnson
Tax Training Days 2023
Sydney & Melbourne (14 hours of CPD)
For over five years, our Tax Training Day have been a smash hit with Sydney accountants, bringing fun into technical tax training for our attendees. Plus, in 2023, we're also bringing Tax Training Day to Melbourne for the first time ever!
With relevant special topics, industry expert presenters (leading tax trainer Jo-anne Hotston & myself) and great company for you to enjoy, why not join us?
Join Us (From 9am to 5.30pm)
Melbourne - Batman's Hill On Collins
Friday, 7 July 2023
The Latest On Superannuation Death Benefits, with Peter Johnson (1 hour of CPD)
Income Splitting & PSI, with Jo-anne Hotston (3 hours of CPD)
A quarterly tax update, with Jo-anne Hotson (3 hours of CPD)
Friday, 27 October 2023
Superannuation & Divorce, with Peter Johnson (1 hour of CPD)
Trust intensive, with Jo-anne Hotston (3 hours of CPD)
A quarterly tax update, with Jo-anne Hotson (3 hours of CPD)
Sydney - Rydges Hotel, World Square
Friday, 14 July 2023
The Latest On Superannuation Death Benefits, with Peter Johnson (1 hour of CPD)
Winding Up Entities (Incl. Trusts), with Jo-anne Hotston (3 hours of CPD)
A quarterly tax update, with Jo-anne Hotson (3 hours of CPD)
Wednesday, 25 October 2023
Superannuation and Divorce, with Peter Johnson (1 hour of CPD)
Compensation & Insurance Recoveries, with Jo-anne Hotston (3 hours of CPD)
A quarterly tax update, with Jo-anne Hotson (3 hours of CPD)
You'll also receive 14 CPD hours from our popular Tax Training Day if you purchase the 2 events or 7 hours for one event.
Find out more by clicking on the button below...
Live Training Event - Presented By Peter Johnson
Small Business Concessions Workshops 2023
(Brisbane, Adelaide & Perth)
22 June, 10 August & 24 August (7 Hours of CPD Per Event)
Increasing your understanding of the small business CGT concessions is a tool that can only benefit you and your clients. Increasing your knowledge should lead to better application of the small business concessions (and help to avoid costly mistakes for client and personal matters alike).
In 2022, I took my full-day Small Business Concessions Workshops around the country, and I'm doing it again in 2023 (to 5 capital cities).
Join Us (9am to 5.30pm)
Thursday, 22 June 2023 (Brisbane - Rydges Hotel, Fortitude Valley)
Thursday, 10 August 2023 (Adelaide - Hilton Adelaide)
Thursday, 24 August 2023 (Perth - QT Perth)
My live training event is a special in-person event specifically structured to update and upgrade your technical skills on this core subject for accountants.
Get hands-on with me (Peter Johnson) as we work through small business entity concessions, technical case studies, practical applications to real businesses and more in these extensive training days.
Find out more by clicking on the button below...
Live Training Event - Presented By Peter Johnson
Estate Planning Workshops 2023
(Melbourne, Sydney, Adelaide, Perth & Brisbane)
23 June, 11 August & 25 August (7 hours of CPD Per Event)
Estate planning sounds like it belongs in the legal domain. However, accountants like you and financial planners are in the best position to assist clients with their estate planning needs (if you have that skill set and ability).
Having estate planning as a skill set also allows accountants to add another service to their existing offerings - one that can grow their accounting firm.
Why not inform it with my Estate Planning Workshops in 2023, held in 5 cities across 5 days?
Join Us (9am to 5.30pm)
Friday, 23 June 2023 (Brisbane - Rydges Hotel, Fortitude Valley)
Friday, 11 August 2023 (Adelaide - Hilton Adelaide)
Friday, 25 August 2023 (Perth - QT Perth)
Our workshop is the perfect start to your estate planning offerings; through it, you can learn what an accountant needs to know to add estate planning to their services.
Find out more by clicking on the button below...
Online Training Opportunities
Live Online Webinars - Presented By Peter Adams, Jo-anne Hotston & Peter Johnson
Complete Tax CPD
February To November (40+ Hours Of CPD/Year)
CPD shouldn't be just about fulfilling an "hours" requirement. It should be making you a smarter accountant.
Through our 40-hour Complete Tax CPD Program (10 tax masterclasses and 10 tax update webinars from February to November), you get: Access During Informative Masterclasses To Expert Industry Presenters
Topical subjects relatable to your client's needs (as voted by accountants in the program)
Ethics & Practice Management Training (free training to meet your IPA and CA CPD requirements)
Free Access to our Accountants Video Vault (70+ tax technical videos at your fingertips) (valued at $444)
Free Holiday Bonus* for yearly subscribers to the program. (valued at $800+) - limited time only
Whether you're an IPA, CAANZ, or CPA member, our yearly package provides you with access to 40+ hours of topical tax training by industry expert presenters (including senior tax counsel Peter Adams, leading tax trainer Joanne Hotston & myself in 2023)
If your 2023 training wishlist includes coverage on Division 7A, FBT, estate planning, small business CGT concessions, year-end tax planning, and more, why not check out our Complete Tax CPD Program?
Find out more by clicking on the button below...