Weekly SMSF Video Series for Accountants and Financial Advisers

Learn how to tackle tricky enquiries and help your clients.

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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 #59


In this video:

[Structuring A Professional Practice In A Unit Trust] 


In this week's episode, Peter goes through structuring a unit trust, which may also be a company for a professional practice and what is required for the company to legally use the CPA logo. 



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2nd video: [Accounting for Written-Off UPE’s] 

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  • Access to 140+ videos that tackle tricky SMSF cases, AND 
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Upcoming Event - Tax Training Day 2019




Our June event is selling fast, less than 10 tickets remaining...
Next event is on 7th June (Friday).

It's a fun event that you get to learn the tax updates from the past quarter and special topics from the leading experts in the industry...

Plus you can earn up to 14 hours of CPD.

Come and join us. Book now before the tickets sell out...

Max. 50 attendees


Franking Credits Webinar - 13th of May 2019
Invite Your Clients!


Do your clients receive tax refunds from their self managed super funds? Be careful or they might lose it!

If Bill shorten wins the election he has announced that he will change the franking credit refund system from 1 July this year. That is less than 8 weeks away.

This could mean that your clients lose their excess franking credits, that is if action is not taken now!

Refer them to my upcoming Franking Credits webinar where I will show them how to preserve their excess franking credits saving them thousands of dollars!

You can sign up today and start inviting your clients to this webinar (and get paid)! 




Upcoming Event in May - Live Webinar

SMSF Updates
On the 16th of May, I will be hosting an online webinar where I will be discussing all of Bill Shorten's major announcements regarding SMSFs that he intends to implement if elected.

With the recent announcement of 2019 Budget, and with Superannuation and Tax being hot topics of parliament this year, you won't want to miss this Webinar!

Refresh your knowledge on recent SMSF updates to better serve your clients! 

Here's what you will get: 

  • 1 Accredited Hour of towards your CPD Training. A CPD certificate will be provided to you! 
  • Coverage of all the legislative changes that have occurred in the SMSF sector over the past twelve months as well as what is still in front of parliament.
  • Specific insight into all the changes Bill Shorten has announced he will make if elected.
  • Of most importance, coverage on what your SMSF clients, that receive excess franking credits, need to do in order to preserve those credits.
You don't want to miss it!