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 #230

(Free to watch until 4th December 2022)

In this video:

[Contributing At Age 75]

Tax Act vs SIS Act, it’s confusing when it comes to super contributions.

What’s the best plan of action for a 74 year old client, can he make a $27k contribution to super a month before their 75th birthday? What about non-mandated contributions?

Let’s talk about it in this week's video.

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live training events in 2022

Live Training Event Presented By Peter Johnson
Property & SMSFs (Sydney & Brisbane)
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, 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...

Upcoming online Training opportunities in 2022

Live Online Webinar - Presented By Peter Johnson
Bi-Annual SMSF Update
23 November 2022 (1 hour of CPD)

There's been a lot of changes to the SMSF sector over the past 6 months that you, as a practising accountant, must have current information about.

My Bi-Annual SMSF Update is your one-stop-shop for all the information you need to equip yourself with and the technical know-how you need to better serve your clientele.

📅 11 am, Wednesday, 23rd November 2022 (AEDT)

Learn all about the legislative changes within the SMSF space that have occurred that could impact you as a practising accountant, particularly with regard to the latest from the Federal Budget.
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...

Live Online Webinar - Presented By Allyson Pannier
Value-Add Workpapers
25 November 2022 (1 hour of CPD)

Workpapers. As accountants we are constantly preparing them, looking at them, reviewing them and talking about them. But what makes a really good workpaper? 

Join senior accountant - Allyson Pannier in November for Value Add Workpapers, as she looks at what is necessary to include on a workpaper, as well as what it needs to add value to the process.

📅Friday, 12pm, 25 November 2022

This online, informative webinar is all about efficiently producing workpapers that are effective and add value to the process.

It's 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 who want to improve their workpapers or learn how to get their staff to provide better workpapers for their review.

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

Live Online Webinar - Presented By Peter Johnson
Getting Your Trust Documents Right
7 December 2022 (1.5 hours of CPD)

What has become a concern recently is the high number of trusts where the deeds are not effectively executed, requiring rectification work. Deeds come from a wide range of sources, many different law firms and a large number of accounting firms as well.

Nowadays, documents are produced online. While they can streamline the process, they might not be correctly executed.

Join me for my upcoming December SMSF masterclass, Getting Your Trust Documents Right and be provided with a thorough understanding of all of the details surrounding death benefits.

📅 Wednesday, 12 PM, 7 December 2022 (AEDT)

This 90 minute webinar is designed to better equip yourself on executing trust deeds and having the ability to conduct a review of your current documentation knowing the common errors to look for.

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