Weekly SMSF Video Series for Accountants and Financial Advisers
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Our weekly technical videos are created for accountants to assist their clients with self-managed super matters.
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Advisers Digest #310
This video will expire on 16 November 2026
Pre-99 Unit Trust Sells Property & Doesn't Distribute The Gain
This video examines a common but high-risk scenario involving a pre-99 unit trust that sells property, uses the proceeds to retire bank debt, and is left with a large unpaid beneficiary entitlement (UPE).
Peter Johnson explains how these arrangements interact with the in-house asset rules, including when a UPE is treated as a loan, when it becomes an in-house asset, and why timing matters.
Let’s talk about it…
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AML in Practice: More Questions. More Grey Areas. Clearer Answers Webinar - December 2026
1 CPD Hour Live Online with Peter Johnson
12:00 PM, Wednesday, 9 December 2026 (AEDT)
This follow-up AML session is designed for accountants who have now had several months to apply the regime in practice and are finding that the real difficulty lies in the grey areas.
Rather than revisiting the basics, Peter Johnson will work through the questions firms are still asking about designated services, CDD, ASIC-related work, restructures, trusts, existing clients, screening results and documentation.
The focus will be on practical application to real client files, including where the answer is clear, where it is genuinely arguable, and what should be recorded on file when there is no simple black-and-white position.
What we’ll discuss
- Which accounting activities are actually designated services, and where the grey areas still sit
- When customer due diligence is required, and when it isn’t
- How AML applies to existing clients versus new clients
- ASIC agent work, including company changes, registered office services and other common lodgements
- Company, trust and SMSF establishments, and who the “customer” actually is
- Restructuring work and how far an accountant can go before AML obligations are triggered
- Trust deed variations, trustee changes and other entity changes that may or may not fall within the regime
- What to do when screening produces an apparent false positive
- The AML questions accounting firms have submitted since our previous session
- Practical examples of how Peter would approach real client files
- What firms should be reviewing now to make sure their AML processes are actually working in practice
- Your questions answered live — send us the AML issue your firm is currently dealing with and we’ll work as many as possible into the session
Submit your question by 3:00 PM, Monday 30 November 2026 (AEDT) and we’ll cover it in the webinar!
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