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 #214

(Free to watch until 14th August 2022)

In this video:

[Contributing A $6 Million Form To Super]

CGT events, LRBA's, fund contributions and exemptions on capital gain, this week I look into a farm trying to be put into super.

With a farm valued at over $6 Million, is there any way to get the farm into super? Can you get the 15 year exemption?

I will guide you through CGT events and their triggers, buying through funds, small business contributions and deconstruct my solution for easy understanding.

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

Starting Soon 

Live Online Masterclass - Presented By Peter Johnson
Property & SMSFs

2 & 9 August 2022 (7.5 hours of CPD)

Property and SMSFs, they go hand in hand. If your clients are into SMSFs then they must also be into property. That is what they are all about. But the rules are complex. Really complex. 

From ATO bulletins about common mistakes being made in property dealings, NALI, investments & more, our Property & SMSFs masterclass has been designed to provide you with the information you need to handle the complicated rules compliantly.

Session Dates (AEST/90 Minute Sessions)

📅 Session 1: Instant Access To Recording

📅 Session 2: Instant Access To Recording

📅 Session 3: Instant Access To Recording

📅 Session 4: Tuesday, 11 am, 2 August 2022

📅 Session 5: Tuesday, 11 am, 9 August 2022

This masterclass is ideal if you deal with direct property investing, or are looking to sharpen your skills when it comes to SMSFs and property
Find out more about this technical SMSF masterclass and what will be covered by clicking on the button below.

Live Online Webinar - Presented By Peter Adams
Tax Residency - Requirements & Effect

4 & 11 August 2022 (3 hours of CPD)

A person’s tax residency status has wide ranging implications under Australian taxation law.

It is imperative to be aware of the determinants of tax residency and resultant consequences thereof so as to facilitate effective planning for your clients.  

Join us in August for our Tax Masterclass, Tax Residency - Requirements & Effect as presented by Senior Tax Counsel Peter Adams.

Session Dates (AEST/90 Minute Sessions)

📅 Session 1: Thursday, 12.30 pm, 4 August 2022  

📅 Session 2: Thursday, 12.30 pm, 11 August 2022

This masterclass focuses on the key drivers and implications of tax residency including specifically aspects pertaining to income tax and capital gains tax for Australian and foreign residents. In addition, it also canvasses the principles in Australia’s tax treaties that govern the determination of tax residency.

Find out more about this technical tax masterclass and what will be covered by clicking on the button below.

Live Online Webinar - Presented By Allyson Pannier
Partnership Tax Returns
26 August 2022 (1 hour of CPD)

The tax return for a partnership includes certain disclosures and items that are specific to this structure. Additionally, certain income and deduction are treated differently in a Partnership than in other entities.  

In our webinar, Partnership Tax Returns - Getting It Right  presented by Allyson Pannier, you will be looking at the best practice in completing partnership tax returns & disclosures to assist in completing these returns efficiently & correctly. 

📅Friday, 12 pm, 26 August 2022 (AEST)

It's the perfect webinar for early career professionals including undergraduates, graduates and junior accountants, mid-level and experienced accountants looking for a refresh to prepare for 2022 returns.

This online, informative webinar is structured to assist your learning in an easy-to-understand 1-hour session.

Find out more by clicking on the button below...

Brand New 

Available In PDF or Hard Copy Form
Tax Return Guides 2022 (Bundle)
7 Manuals/Guides (1700+ pages)

What if there was a way for you to have all of the information that you needed for specific tax returns in one handy place?

Here at Advisers Digest, we've created seven guides & manuals to help you cope with the updated rulings, information and compliance concerns for 2022.

Our range includes:
✅ Individual Returns Instructions 2021(300+ pages)
✅ Partnership Tax Return Guide ( 190+ pages)
✅ Company Tax Return Guide (320+ pages)
✅ Trust Tax Return Instructions(340+ pages)
✅ Superfund Annual Return Instructions 2021 (200+ pages)
✅ Small Business Concessions Manual 2022 (130+ pages)
✅ CGT Manual (290+ pages)

Each is available for individual purchase (in PDF or hard copy form) or as a part of our 7 guide bundle offer (PDF only).

Want to find out more? Order yours today by clicking on the button below. 

live training events in 2022

Live Training Event - Presented by Peter Adams
Company & Trusts Tax Return Preparation Day

19 September 2022 (7 Hours of CPD)

Could you or your staff benefit from a comprehensive rundown of company & trust tax return preparation and lodgement to better serve your clients this year?

Join Senior Tax Counsel Peter Adams for our live, full-day workshop, Company & Trusts Tax Return Preparation Day, where you'll develop/refresh your technical skills and gain a more thorough understanding of the effective management of company & trusts tax return disclosures. 

📅 9AM - 5PM, Monday, 19 September 2022

Rydges Hotel, World Square (Sydney CBD)

Plus, you'll receive 7 CPD hours from this interactive live training event, presented by an industry expert.

Joining this event will also net you a copy of our Company & our Trust Tax Return Instructions 2022 (when available). 

Find out more information by clicking on the button below.

Live Training EventPresented By Industry Experts
CPD In Paradise 2022
29 & 30 September (14 hours of CPD)

A working holiday that combines CPD training, the warm tropics, and expert-lead presentations on an array of topics. Sounds pretty good, right? CPD development and training may not always correlate with relaxation and enjoyment, but our CPD In Paradise this year will prove it's possible for them to be linked.

Combining high-quality CPD training with a holiday destination, learn from industry experts amidst the warm tropical location and update your technical knowledge on a range of topics relevant to practising accountants.

📅 Thursday 29th & Friday 30th September 2022

📍Shangri-la Hotel, Cairns (Queensland)

Join our director - Peter Johnson, Jo-anne Hotston and other industry expert presenters in the warm tropical north of Cairns at Shangri-La Hotel. We’ll be discussing topics from superannuation, taxation, practice management and more. Don’t miss out on our acclaimed annual event, book your seat now (spots limited).

You’ll also get 14 hours of CPD in total (7 hours/day).

PLUS, we have an optional Sunset Cruise that you can enjoy along with the family. Take the chance to mingle with delegates, enjoy the ocean views and step away from the harsh reality of life….Interested?

Live Training Event Presented By Peter Johnson
Property & SMSFs (Sydney & Brisbane)
7 October & 25 November (7 hours of CPD)

If you prefer your SMSF training conducted live and face to face, join me for my Property & SMSFs event in September & November and update your knowledge to avoid running the risk of non-compliance for your clients matters.

Join Us (9am to 5.30pm)

📅 Friday, 7 October 2022, Rydges World Square (Sydney)    


📅  Friday, 25th November 2022, Sofitel Brisbane Central (Brisbane)

My live training event is designed to provide you with a full day of information to assist in sharpening your technical knowledge when it comes to SMSFs & property.

Find out more by clicking on the button below...

Live Training Event Presented By Joanne Hotston & Peter Johnson
Tax Training Day 2022
21 October (7 hours of CPD)

Tired of doing online learning or prefer to do face to face training? We’ve got you covered.
Join Jo-anne Hotston from Tax Bytes and our founder, Peter Johnson, for informative sessions designed to educate and engage you during our final Tax Training Day 2022.

Our next live event is coming up in Sydney CBD. Learn from industry leading trainers in Tax and SMSF and gain 7 hours of CPD, as they cover topics essential for practising accountants.
Join us for our next event in October 2022, and update your technical knowledge through training on topics such as:

  • Introduction to Estate Planning Focusing on NSW Law (By Peter Johnson) - 1 hour

  • GST From The Commencement Of An Enterprise To Its Closing (By Jo-anne Hotston - 3 Hours)

  • Quarterly Tax Update (August to October) (By Jo-anne Hotston - 3 hours)

Find out more by clicking on the button below.

Upcoming online Training opportunities in 2022

6 Webinars/Masterclasses in 2022 - Presented by Peter Johnson
SMSF Webinars & Masterclasses 2022
June-December 2022 (29 Hours of CPD with the Bundle)

Are you looking for an easier way to complete CPD on important SMSF topics? Want to broaden your technical expertise and hone your arsenal for accounting without having to leave the office?

Join us for our 2022 SMSF Webinars/Masterclasses series (19 hours of CPD), and expand your technical expertise as I discuss 6 important topics essential for you as a practising accountant.

Topics this year include:

  • Contributions & Contributions Strategies Masterclass (Instant Access To Recording)
  • Property & SMSFs Masterclass (July-August 2022)
  • Pensions & Pension Strategies Masterclass (September 2022)
  • Superannuation Death Benefits Masterclass (October 2022)
  • Bi-annual SMSF Update Webinar (November 2022)
  • Getting Your Trust Documents Right Webinar (December 2022)

Plus they're 100% online, live and presented by our founder - Peter Johnson (with years of technical superannuation & SMSF-related knowledge at my disposal). 

Our online webinars don't have a dress code, nor do they mean that you have to sacrifice valuable billable hours to travel.

Live Online Webinar - Presented By Allyson Pannier
Tax Return Series 2022
August to October 2022 (3 hours of CPD)

As accountants, we all complete tax returns, whether they're individual, company, trust, partnership or superannuation fund ones.

Join senior accountant - Allyson Pannier through August to October as she updates your technical knowledge on tax returns, including requirements, legislations and changes that have occurred over the last year. 

📅 Partnership Tax Returns - Getting It Right (12PM, Friday 26 August 2022, AEST)

📅 Company Tax Returns - Getting It Right (12PM, Friday 23 September 2022 AEST)

📅 Completing A Tax Return - Trusts (12PM, Wednesday 26 October 2022 AEDT)

These online, informative webinars are structured to assist your learning in 3x easy-to-understand 1-hour sessions in our bundle or as single webinars. 

They are perfect for early career professionals - including undergraduates, graduates and junior accountants who are looking to expand their knowledge, as well as mid-level and experienced accountants wanting a refresh of their knowledge.

Find out more by clicking on the button below...

Live Online Webinar - Presented By Peter Johnson
Pensions & Pension Strategies
7 & 14 September 2022 (3 hours of CPD)

Pensions inside super have become considerably more complex since 2017. It used to be simple, but like all good things, it changed.

Join me for my upcoming September SMSF masterclass, Pensions & Pension Strategies and be provided with a thorough understanding of all of the details surrounding pensions. 

📅 Wednesday, 11 am, 7 September 2022 (AEST)

📅Wednesday, 11 am, 14 September 2022 (AEST)

We will cover all the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc.

Then we'll look in detail at strategies around maximizing your after tax benefit from pensions, especially when people have more than $1.7 million in super.

This masterclass is 2 x 90 minute sessions, designed to provide you with all the latest information on Pensions & Pension Strategies to employ for your clients benefit.

Find out more by clicking on the button below...