We’ll begin with an introduction to estate planning, what forms part of an estate, what doesn’t, and how wills and intestacy work.
From there, we’ll explore asset ownership structures, powers of attorney and guardianship, family law and insolvency risks, as well as philanthropy, insurance and business succession planning.
We’ll then cover superannuation death benefits and taxation, ensuring wealth is passed on effectively and with minimal tax impact, before finishing with the accountant’s role in managing an estate after death.
You’ll also have access to two live Q&A sessions to workshop your own client scenarios.
This program includes 7 online modules plus 2 Q&A sessions, giving you 7 hours of CPD (9 hours of training in total) with 6 months’ portal access. All sessions include full recording access.

Industry leader is an apt title for Peter Johnson. A chartered accountant with significant tenure as both practitioner and practice owner; a highly respected instructor; a Tax & SMSF specialist and sought-after Tax & SMSF keynote presenter.
Peter is dually gifted as a technician and presenter.
From this combination of technical knowledge and expertise, Peter has formed Advisers Digest, where he provides high-level technical support and training in all matters of taxation and superannuation.

Yes, if you decide within the first 7 days of purchase that the subscription is not right for you, please email us at info@advisersdigest.com.au before 5 pm on the 7th day.

We will refund you within 3 working days. That means your access will be cancelled, and no CPD certificate will be issued.

If Module 2 has already been unlocked, or if more than 7 days have passed since your purchase, no refund is available. Access to the remaining modules will continue for the duration of your subscription.

Processing a refund incurs additional fees. This is because, in the initial transaction, we incur a card processing fee. When the refund occurs, this fee will not be returned to us.

For example, for a $697 purchase, the processing fee would be $25.

Exclusive For Practising Accountants

Details|Modules|Presenter|Testimonials| FAQs|Order Now

Got Questions? P: 02- 9159 3969 E: info@advisersdigest.com.au

Advising on Estate Planning: A 7-Week Program for Accountants 2026A Series By Peter Johnson

7 modules, 7 hours of CPD, zero hassle.

About This Program

Advising on Estate Planning: A 7-Week Program for Accountants A Series By Peter Johnson

This series will help you gain a detailed understanding of estate planning so that you can confidently provide the right advice to your clients and beyond.

Who is this for?

Practising Accountants

This training is essential for any practising accountant who wants to sharpen their knowledge of estate planning and step confidently into the adviser role clients expect.

How much?

One Time Payment

$697

This is one payment only, and you will receive: - 7 live sessions containing a recording and quiz- Plus 2 hours of Q&A sessions. - A certificate for 7 hours of CPD total- Presentation slides included

When?

Module 1:Estate Planning & Your Estate, Wills & Intestacy

Instant Access To Module 1

For your first week, you will gain instant access to the digital recording of module 1 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 2:Asset Ownership

Module 2 Will Be Released In Your Second Week

In your second week, you will gain access to the digital recording of module 2 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 3:Attorneys & Guardianship, Family Law, Insolvency

In your third week, you will gain access to the digital recording of module 3 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 3 Will Be Released In Your Third Week

Module 6: Taxation

Module 6 Will Be Released In Your Sixth Week

For your sixth module, you will gain access to the digital recording of module 6 and any slides/notes.You will receive 1 hour of CPD for this module.

Module 4:Philanthropy, Insurance, Business Succession

For your fourth module, you will gain access to the digital recording of module 4 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 4 Will Be Released In Your Fourth Week

Module 5:Superannuation

For your fifth module, you will gain access to the digital recording of module 5 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 5 Will Be Released In Your Fifth Week

BONUS Module 1: 1-hour Live Q&A

Bonus Module 1 Will Be Released In Your Seventh Week

For your first bonus module, you will gain access to the digital recording of the module and any slides/notes.

BONUS Session 2: 1-hour Live Q&A

Bonus Module 2 Will Be Released In Your Seventh Week

For your second bonus module, you will gain access to the digital recording of the module and any slides/notes.

Module 7:Managing the Estate after death

Module 7 Will Be Released In Your Seventh Week

For your seventh module, you will gain access to the digital recording of module 7 and any slides/notes.You will receive 1 hour of CPD for this module.

Breakdown of the Training Modules

This is a 7-module program, which enables self-paced learning according to your schedule.Additionally, we have also included two bonus sessions where Peter will go through your questions on estate planning.Here's what will be covered in each module:

1

Estate Planning & Your Estate, Wills & Intestacy

2

Asset Ownership

This module examines how assets can be held and the estate planning implications of each structure.✓ Ownership through companies, trusts and partnerships ✓ Joint tenancy vs tenants in common ✓ Control and succession of assets after death ✓ Practical considerations for estate planning advice

3

Attorneys, Guardianship, Family Law & Insolvency

4

Philanthropy, Insurance & Business Succession

5

Superannuation

Superannuation often holds the largest portion of client wealth — and planning is critical.✓ Superannuation death benefits explained ✓ Binding vs non-binding nominations ✓ Taxation of superannuation death benefits ✓ Strategies to minimise death benefit taxes

6

Taxation

This module focuses on the tax consequences that arise on death and how to plan for them.✓ Key taxes to consider in an estate plan ✓ Income tax issues on death ✓ Capital gains tax implications ✓ Practical strategies for minimising tax impact

1

Bonus 1:1 Hour Q&A Session

✓ 1 x 60 minutes of questions answered by Peter Johnson

7

Managing the Estate After Death

2

Bonus 2:1 Hour Q&A Session

✓ 1 x 60 minutes of questions answered by Peter Johnson

Module 1 Snippet

What Peter Covers In Module 1:

Module 2 Snippet

What Peter Covers In Module 2:

Module 3 Snippet

What Peter Covers In Module 3:

Module 4 Snippet

What Peter Covers In Module 4:

Bonus Q&A 1 Snippet

What Peter Covers In Bonus Q&A 1:

Module 5 Snippet

What Peter Covers In Module 5:

Details|Modules|Presenter|Testimonials| FAQs |Order Now

This is one payment only, and you will receive: - 7 live sessions containing a recording and quiz
- Plus 2 hours of Q&A sessions. - A certificate for 7 hours of CPD total- Presentation slides included

For your first week, you will gain instant access to the digital recording of module 1 and any slides/notes.
You will receive 1 hour of CPD for this module.

In your second week, you will gain access to the digital recording of module 2 and any slides/notes.
You will receive 1 hour of CPD for this module.

In your third week, you will gain access to the digital recording of module 3 and any slides/notes.
You will receive 1 hour of CPD for this module.

For your sixth module, you will gain access to the digital recording of module 6 and any slides/notes.
You will receive 1 hour of CPD for this module.

For your fourth module, you will gain access to the digital recording of module 4 and any slides/notes.
You will receive 1 hour of CPD for this module.

For your fifth module, you will gain access to the digital recording of module 5 and any slides/notes.
You will receive 1 hour of CPD for this module.

For your seventh module, you will gain access to the digital recording of module 7 and any slides/notes.
You will receive 1 hour of CPD for this module.

This is a 7-module program, which enables self-paced learning according to your schedule.
Additionally, we have also included two bonus sessions where Peter will go through your questions on estate planning.
Here's what will be covered in each module:

Superannuation often holds the largest portion of client wealth — and planning is critical.
✓ Superannuation death benefits explained ✓ Binding vs non-binding nominations ✓ Taxation of superannuation death benefits ✓ Strategies to minimise death benefit taxes

This module focuses on the tax consequences that arise on death and how to plan for them.
✓ Key taxes to consider in an estate plan ✓ Income tax issues on death ✓ Capital gains tax implications ✓ Practical strategies for minimising tax impact

Seven modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert - Peter Johnson
Get 2 x 1 Hour Live Q&A sessions

Learn from your home/office
Quality, easy-to-digest content
100% online
6 Months of online portal access

Learn from your home/office
Quality, easy-to-digest content
100% online
6 Months of online portal access

Seven modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert - Peter Johnson
Get 2 x 1 Hour Live Q&A sessions

- Founder of Advisers Digest - SMSF Specialist & Accredited Educator SMSF Association- CPA SMSF Specialist
- Chartered Accountant
- Chartered Secretary
- Chartered Tax Adviser