Weekly SMSF Video Series for Accountants and Financial Advisers
Learn how to tackle tricky enquiries and help your clients.
Subscribe to get access to 1 video for FREE Every Fortnight.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.
If you wish to receive our bi-weekly video updates, click here to subscribe.
Advisers Digest #190
(Free to watch until 27th February 2022)
In this video:
[Can An SMSF Buy Units In An Unrelated Trust Off A Member?]
This episode looks at the scenario of whether an SMSF can purchase units in an unrelated unit trust. |
Want to continue to receive more technical SMSF videos?
Option 1
1 FREE video emailed to you every fortnight
When you subscribe, you will receive
- ONE new SMSF technical video fortnightly
- Updates from our Tax/SMSF workshops and webinars
- Special offer for our mailing lists
If you wish to watch the FULL video series every week, please choose option 2.
Option 2
2-3 videos emailed to you every WEEK
Weekly FULL video series to your inbox
- Get Instant access to 200+ videos that tackle tricky SMSF cases, AND
- You will receive 1 New Video Every Week to your email inbox.
- 24/7 access to our whole video collection, covering 40+ categories, easily searchable with keywords
- Exclusive invites for members only
Upcoming Online Training Opportunities In 2022
Live Online Webinar - Presented by Peter Adams
February Tax Update Webinar
25 February 2022 (1 hour of CPD)
With a dynamic and ever-changing field, accountants need to be sure that their knowledge is up to date and ready to act.
On a regular basis, the ATO introduces new changes to the taxation industry in the form of rulings, legislation and court cases that can affect how you deal with issues for your clients.
Don't miss out on critical updates by joining us for our Monthly Tax Update Webinars. Every month, Senior Tax Counsel Peter Adams presents a 1-hour 100% live session via an online webinar.
1PM Friday, 25 February 2022
We'll be covering the key legislative changes that may have been introduced within the tax industry from December through to February, to ensure that your technical knowledge is current with this online webinar.
Find out more information about these workshops by clicking on the button below.
Live Online Webinar - Presented by Peter Johnson
Small Business Concessions For Accounting Practices
23 February 2022 (1.5 hours of CPD)
Small business CGT concessions can be a tricky business for accountants, with plenty of misunderstandings coming about.
Eligibility and conditions surrounding CGT events, particularly for accountants and their own firms can raise a lot of questions - particularly when applying for small business concessions doesn't work out the way you hoped for.
Join us for my Small Business Concessions For Accounting Practices Webinar ( 23 February), and clear up the misunderstandings that surround the area.
We'll be discussing:
- How can you access the Small Business Concessions?
- What are the rules to access the concessions?
- What are the conditions for accessing the Small Business Concessions?
- What are the concessions that are available?
- Case studies of actual accounting firms
- And much, much more...
Find out more information about these workshops by clicking on the button below.
Live Online Webinar - Presented By Allyson Pannier
Company Tax Rates & Franking Accounts
24 February 2022 (1 hour of CPD)
What is your client's company's tax rate? What is the franking rate for companies? These used to be simple questions to answer for accountants. With the introduction of the lower company tax rate and the concept of a Base Rate Entity for tax purposes, things have gotten a lot more complicated.
Join Allyson Pannier in February for the first webinar in our Tax Fundamental Package, Company Tax Rates & Franking Accounts. Learn & understand how to navigate the Base Rate Entity rules for tax and franking, and understand their application to common client scenarios.
12PM, Thursday, 24 February 2022 (AEDT)
This training is suited to early career professionals looking to learn about corporate tax rates and franking, professionals at any level who want to better understand dual corporate tax rates, franking rates & implications for clients OR anyone who deals with business/corporate clients.
Find out more by clicking on the button below...
Live Online Webinar - Presented By Allyson Pannier
Fringe Benefit Tax Basics
23 March 2022 (1 hour of CPD)
Do you want to streamline your FBT processes and improve your overall efficiency before the FBT season?
Whether you’re a junior accountant or a career professional, join Allyson Pannier for Fringe Benefit Tax Basics in order to improve your fundamental understanding and deepen your practical skills in FBT.
12PM, Wednesday, 23 March 2022 (AEDT)
This webinar is perfect for junior accountants and/or career professionals. Whether you need to learn the basics or refresh your skills, this webinar will dive into the FBT processes, tricks, traps, and help you to improve both your FBT practicality and understanding.
We'll be discussing
- Identifying when your client provides a benefit (what accounts to check, what to look for and what are the red flags - this would cover the most common benefits)
- Information you need for different calculations methods for common benefits
- Strategies to reduce and manage FBT
- Complete FBT return
- Common queries and/or issues
- And much, much more
Find out more by clicking on the button below...
Live Online Webinar - Presented By Peter Adams
FBT Planning Strategies For Small Businesses
10, 17 & 24 March 2022 (3 hours of CPD)
FBT is in the ATO's focus on compliance, with the ATO conducting significant FBT auditing and reviews of businesses over the last 12 months. Failing to comply could result in heavy penalties for you and your clients.
In March, make sure you're prepared to handle your clients FBT concerns by understanding the complexities of the area with FBT Planning Strategies For Small Businesses as presented by Senior Tax Counsel Peter Adams.
With this intensive masterclass, update your technical knowledge and equip yourself with the tools to navigate an area the ATO deems a compliance concern
Session Dates (AEDT)
Session 1: Thursday, 1pm, 10 March 2022
Session 2: Thursday, 1pm, 17 March 2022
Session 3: Thursday, 1pm, 24 March 2022
This masterclass has been designed to provide practising accountants with the technical knowledge and tools to ensure that their clients are complying with their business's FBT concerns.
Find out more about this technical tax masterclass and what will be covered by clicking on the button below.
Live Training Events In 2022
Live Training Event - Presented By Joanne Hotston & Peter Johnson
Tax Training Day 2022
11 March,15 July, 21 October (21 hours of CPD)
Tired of doing online learning or prefer to do face to face training? We’ve got you covered.
Join expert presenters Jo-anne Hotston and our founder, Peter Johnson, for informative sessions designed to educate and engage you during our Tax Training Days in 2022.
Our next live event is coming up in Sydney CBD. Learn from industry leading trainers in Tax and SMSF and gain up to 21 hours of CPD, as they cover topics essential for practising accountants.
Join us for our first event in March 2022, and update your technical knowledge through training on topics such as:
- Getting Your Money Out Of Super (By Peter Johnson) - 1 hour
- Company Losses (By Jo-anne Hotston) - 3 Hours)
- Quarterly Tax Update (December to March) (By Jo-anne Hotston) - 3 hours)
Find out more information about this upcoming live training by clicking on the button below.
Live Workshop - Presented by Peter Johnson
Small Business CGT Concessions Workshops
18 March, 8 April, 11 April, 22 April 2022 (7 Hours of CPD)
Small business CGT concessions can be a tricky business for accountants, with a lot of pitfalls and traps that can be fallen into.
You might have encountered a few instances where CGT events that you thought could have these concessions applied to them but didn't work out.
Join us for my Small Business CGT Concessions Workshops across the country and work through technical, real-life scenarios alongside other practising accountants, while updating your technical knowledge.
Learn how the concessions actually work with regard to CGT events, and understand how small business concessions operate through the complicated, ever-changing legislation.
These workshops will be in Brisbane, Adelaide, Melbourne & Sydney in early 2022.
Find out more information about these workshops by clicking on the button below.