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 #41 (Revisited)

(Free to watch before 4 October 2020)

In this video:

[LRBA With a Strange Structure]

A client has decided to refinance their own mortgage to make a non-concessional contribution to their SMSF to purchase the second half of their business premises. The adviser wanted them to borrow.  Can this be unwound?

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Complete Tax CPD
40 Hours CPD/Year

Monthly Tax Updates & Special Topic Training
Completely Online (40 Hours CPD/Year)

As practicising accountants, you are required to complete a total of 120 hours of CPD per triennium (CA & CPA), with at least 20 hours undertaken each year. This equates to 40 hours of CPD per year.

As well as this, you are required to stay on top abreast of tax developments so as to provide the best service you can to your clients.

The Complete Tax CPD will provide you with 40 hours of CPD per year to meet your yearly requirement, whilst providing you with high-quality training that helps you stay up to date with changes within the taxation industry, as well as specialist training on important special topics.

Upcoming Training In October

Taxation Aspects of Companies & Distributions Masterclass by Peter Adams with Advisers Digest

Taxation Aspects of Companies & Distributions Masterclass
2nd, 9th, 14th October 2020 (3 Hours of CPD)

This intensive three-part masterclass will give you practical hands-on understanding of company taxation and tax return disclosure.

As well, it looks at the fundamentals of income and deductions relevant to companies and then advances on through the more complex areas of income categories such as trading stock, capital gains, small business CGT concessions and taxation of company structures.

As well, you will develop a strong understanding of the scope and framework of the SBE and BRE company taxation regime and requirements for tax return disclosure

Tax Training Day with Peter Johnson from Advisers Digest and Jo-anne Hotston from TaxBytes

Tax Training Day
16 October 2020, Friday (7 hours of CPD)

Our final session for 2020 begins on 16th of October in Sydney CBD.

Keep up to date with all the major tax & legislative changes within the last quarter while learning important special superannuation & tax topics.

At our October event, we'll be looking at: SMSF's & Related/Unrelated Trusts, and Property - The Capital Revenue Distinction.

Tax Training Day with Peter Johnson from Advisers Digest and Jo-anne Hotston from TaxBytes

Individual Tax Return Disclosure 2020 Live Workshop
28 October 2020, Wednesday (7 hours of CPD)

Every year new changes are introduced to taxation law, by way of new legislation, court judgements and ATO Rulings that may impact the way you complete your client’s individual income tax returns.

Particularly for the preparation of 2020 income tax returns for individuals, these disclosures need to be correctly analysed and prepared so as to effectively manage tax compliance risks and to provide an optimum tax return preparation and lodgement service for your clients.

This informative live workshop guides you through all the key elements and aspects of Australian taxation law, as it relates to the preparation of 2020 income tax returns for individuals.