Live Online Masterclass - Presented By Jo-anne Hotston
Deceased Estates
12 & 19 July 2023 (3 hours of CPD)

Everyone will eventually pass away. Most of them will leave assets. Most individuals dealing with a deceased estate will have little or no experience doing it.

Primarily they will seek advice from a solicitor but in many instances they also need the input of an accountant. Most of us will rarely deal with deceased estates but we could all expect to have them as clients occasionally.

Book in this date:
 12:30 PM, Wednesday, 12th July 2023 (AEST)

12:30 PM, Wednesday, 19th July 2023 (AEST)

This masterclass will examine the taxation of deceased estates, including recent legislative changes, rulings and court judgements.

Find out more by clicking on the button below...

Live Online Webinar - Presented By Allyson Pannier
Advising Clients On Structures
21 July 2023 (1 hour of CPD)

Each structure has its own benefits and opportunities. They also have their own pros and cons as well. 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 attend our Advising On Client Structures Webinar. Presented by senior accountant Allyson Pannier, understand how to advise clients on structuring by determining which structures might help achieve their goals.

Book in this date:
 12:00 PM, Friday, 21st July 2023 (AEST)

The webinar will look at when the structures are useful and why you might choose to use them in certain situations. It will help attendees understand how to advise clients on structuring and which structures might help their client achieve their goals and much more...

Find out more by clicking on the button below...

Live Online Webinar - Presented By Peter Adams
Tax Update Webinar
25 July 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, Tuesday, 25th July 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...

Online Webinar - Presented By Allyson Pannier & Peter Johnson
Partnership, Company & Trust Returns Webinar Bundle
25 August, 15 September & 13 October 2023 (3 hours of CPD)

Navigate partnership, company and trust returns with our exclusive webinar bundle. This webinar bundle will go through the different tax return forms and explain the more common items and schedules specific to each return.

It will also cover the tips and tricks for efficient completion of returns and checking your work.

So make sure you take advantage of our exclusive Partnership, Company & Trust Returns Webinar Bundle presented by Senior Accountant Allyson Pannier .

Remember these dates:

 12:00 PM Friday, 25 August 2023 (AEST) - Partnership Tax Returns – Getting it Right Webinar

12:00 PM Friday, 13 October 2023 (AEDT) - Completing A Tax Return - Trusts 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 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
(Adelaide & Perth)
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, 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
(Adelaide & Perth)
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, 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...

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)

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...