The Small Business CGT threshold has just jumped from $2m to $10m. Only one of the four Division 152 concessions actually moved, and it’s worth precisely nothing once your client sells out of a company. Reach for the wrong one on the strength of the headline and your client pays for it on exit.
A chartered accountant with extensive experience as both practitioner and practice owner. Peter is a highly respected tax and super educator, a CPA Australia instructor, and a Chartered Tax Adviser with deep expertise in super, tax, property, and small business CGT — helping accountants across Australia stay compliant and advise their clients with confidence.
Reach for the 15-year exemption on the strength of the headline and you’ll be wrong. Restructure a trust into a company at the wrong moment and you can hand your client a seven-figure tax bill on exit — with a hard 1 July 2027 deadline quietly ticking behind it.
In this session Peter goes straight from the announcement to the statute: what genuinely changed, the traps waiting for the unwary, and exactly how to advise the clients asking you about this right now — with live client files and a take-home Excel model you can run against any client’s numbers.
Which of the four Division 152 concessions actually changed — and the three that didn’t, so you stop quoting the wrong threshold to clients.
The reset date that decides whether an exit costs your client $705k or $2.1m — and what needs to happen before it arrives.
Real cases from the inbox, worked through structure by structure, plus a downloadable model to run your own client scenarios on the spot.
✓Accountants advising small business clients in the $2m–$10m turnover range.
✓Advisers weighing up restructuring or exit planning after the budget.
✓Practitioners who need this hour of CPD and want it to be genuinely useful.
Peter is the founder of Advisers Digest and one of Australia’s most sought-after educators on SMSF and tax for practising accountants. He has spent his career translating dense technical change into advice accountants can actually act on with clients.
In this session he takes the Small Business Concessions change head-on — walking through the impact on each structure and what it means for restructuring decisions, in the direct, practical style Advisers Digest members have come to rely on.
Peter goes straight from the announcement to the statute — with live client files and a take-home Excel model you can run against any client’s numbers.
This session is built around live client files. Peter takes it structure by structure and shows you exactly how it plays out in practice — so you leave with something you can apply the moment a client asks. Every attendee gets the take-home Excel model to run their own scenarios.
The clients this affects most — those in the $2m to $10m turnover range — are the ones who ask you before they sell, before they restructure, before they commit. They assume you already know.
One hour now makes sure you do.
Hear from accountants who have attended our live webinars.
“Simple and practical solution. Peter focuses on a simple practical solution without trying to sell any over the top software for small practitioners.”
“The slides were very clear and informative and easy to follow. Will be a great resource to refer back to in the future.”
“Pete is easy to listen to and delivers in a way that doesn’t overwhelm or panic you.”
Every recording purchase includes two take-home documents you can use with clients immediately.
Includes presentation slides, 90-day recording access, and a CPD certificate.
Still unsure? Reach our team any time at info@advisersdigest.com.au.
The webinar is held live online at 12:00 PM AEST on Wednesday, 5 August 2026. Once you enrol, you’ll receive a confirmation email with the joining link and a calendar invitation.
This session counts as 1 hour of CPD. A certificate will be issued to you after the webinar for your records.
Choose the Live + Recording option when you enrol and you’ll receive access to the recording for 90 days after the event, so you can watch at a time that suits you and still claim your CPD.
This webinar is designed for practising accountants and advisers who work with small business clients — particularly those in the $2m to $10m turnover range where the Active Asset discount changes have the greatest impact on structuring and restructuring decisions.
Definitely. If you advise clients in the small business space — particularly those in the $2m to $10m turnover range — this session is built for you. You’ll walk away with a clear understanding of what changed, how it affects each structure, and what it means for restructuring decisions.
The Webinar Recording Access option ($199) gives you 90-day access to the full recording of the session, presentation slides, 1 hour of CPD, and a CPD certificate. The recording will be available from 6 August 2026.
Yes, if you attended the webinar and didn’t find it useful, please email us info@advisersdigest.com.au on the same day before 5 pm on the day of the first session. We will refund you within 3 working days. That means, no CPD certificate will be issued to you.
Processing a refund incurs additional fees. This is because, in the initial transaction, we incur a card-processing fee. When the refund occurs, this fee is not returned to us.
For example, for a $99 purchase, the processing fee would be $15.
One focused hour with Peter Johnson. Practical, structure-by-structure, and ready to apply.
Get the Recording Now ►
