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 #174

(Free to watch until 10th October 2021)


In this video:

[Writing off a Related Party Loan]

This video is about a case where someone exceeded the 5% of fund assets.  The query relates to the possibility of the loan then being written off. What would be the consequences for the trustees if this loan was to be written off?




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October's Online Tax Masterclass (Starting Next Thursday)

Effective Salary Packaging

By Senior Tax Counsel - Peter Adams (3 Hours of CPD)




Effective Salary Packaging
100% Online & Interactive (3 hours of CPD)


This intensive masterclass outlines the key concepts, requirements and opportunities relating to salary packaging and how it impacts income tax and FBT outcomes for both employees and employers. 

It provides accountants, payroll specialists and practitioners with an intensive update on the prevailing income and FBT regimes and explains the requirements for effective salary packaging and salary packaging options. 

The topics covered in this masterclass will include:

  • Overview of fringe benefits and FBT exemptions that can be utilised for salary packaging purposes
  • Maximising the risks and benefits of salary packaging
  • How to use effective salary packaging to obtain exempt and concessional taxed fringe benefits
  • Analysis of the required documentation and substantiation for effective salary packaging
Upcoming sessions:

Session 1: Thursday, 1pm, 7 October 2021 (AEDT)

Session 2: Thursday, 1pm, 14 October 2021 (AEDT)

Session 3: Thursday, 1pm, 21 October 2021 (AEDT)


Click the button below to join us.
Book Now


October's Online Tax Webinars

Partnership, Company and Trust Tax Return Webinars

By Senior Accountant - Allyson Pannier 









Partnership, Company and Trust Tax Return Bundle  
(3 Hours of CPD)

From client structures to tax returns and more, navigating the pitfalls and traps of our field can be a complicated process for even a senior accountant, but to those without the technical experience and skills, it can become even more complex.

Update your technical knowledge on tax returns, including requirements, legislations with Senior Accountant Allyson Pannier’s Tax Returns Webinar Package throughout October & November. 

In our first webinar of this series - Partnership Tax Return webinar, we'll cover: 

  • How to deal with changes to the partnership status in a tax return
  • Identifying where superannuation deductions should be reported
  • How to report capital gains in a partnership tax return
  • What tax deductions - including blackhole expenses - to disclose, and where to do so
  • Various methods of entering distributions
  • And much more...

Get 3 hours of CPD with this bundle offer.

Session Dates:

Partnership Tax Returns – Getting it Right: 12PM, 13 October 2021 (AEDT)

Company Tax Returns – Getting it Right: 12PM, 29 October 2021 (AEDT)

Completing A Tax Return – Trusts: 12PM, 12 November 2021 (AEDT)

Register Now

October's Online Webinar

Special Disability Trusts 

By Our Founder - Peter Johnson (2 Hours of CPD)







Special Disability Trust Webinar by Peter Johnson



Special Disability Trusts
(2 Hours of CPD)

For clients with loved ones with a disability, their situation will never be exactly the same as another client. That's why you need to be sure to give them the right advice to suit their specific needs.

When planning for the future, a special disability trust can bear those considerations in mind. 

Date

📅 12 PM Friday 22 October 2021 (AEDT)

There isn't a lot of specialised training for special disability trusts. But when planning out how a family member who is disabled will be looked after, a special disability trust could be the most appropriate solution. That's why you need to be able to get it right.

It will cover:

✅ What is a Special Disability Trust?

✅ When can you use a Special Disability Trust?

✅ What are the alternatives to a Special Disability Trust? (e.g. Superannuation Pension, Special Needs Trust)

✅ How do you establish a Special Disability Trust?

✅ Centrelink and taxation consequences of a Special Disability Trust

✅ And much, much more

This LIVE webinar is 100% online, with recording and slides available so that you can learn from anywhere at any time.

Join the live session and get your questions answered by me with a technical response for your specific query.

PLUS you'll get 2 hours of CPD.
Register Now