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Exclusive Online Webinar for Practising Accountants

→ Session Time: 11AM, Friday, 17 September 2021 (AEST)

Advising Clients On Structures Webinar

You may understand the basics of client structures, but do you understand how to manage structures in a practical setting? I.e. when different structures are useful and why you might choose to use them in certain situations. 
This webinar is designed to help you understand how to advise clients on structuring and which structures might help their client achieve their goals.

Presented by Senior Accountant, Allyson Pannier, this webinar will cover:◼ ​Higher-level concepts with structuring and asset protection   ◼ Why asset protection is a key consideration in structuring  ◼ What is the role of directors and shareholders when considering asset protection   ◼ How asset protection applies in trusts   ◼ When structures can't assist with protecting a client's wealth and assets

Join Our Live Webinar

with Allyson Pannier

Limited time only

Get 1 Hour of CPD

Advising Clients On Structures Webinar

Who Is This For

Practising Accountants

This webinar is for Mid-level and experienced accountants wanting to understand or refresh themselves on the key considerations of advising clients on structures. It will review the common structures, consider the relative Pros and Cons, and discuss the key considerations to take into consideration when advising.

How much?

One Time Payment $159or 

This is one payment only, and you will receive: - A certificate for 1 hour of CPD  - Digital recording & presentation slides of the live session if you cannot attend live 

Same firm (up to 6 people) $477

When?

11AM, Friday, 17 September 2021

 Sydney Time/AEST

This is live session and delivered via webinar, you can join us from anywhere.

Here's what you get from this webinar

1 Hours of Training and a CPD certificate.

Specifically we will cover:

Higher level concepts with structuring and asset protection

Higher level concepts with structuring and asset protection

What is the role of directors and shareholders when considering asset protection


How asset protection applies in trusts 

When structures can't assist with protecting a client's wealth and assets 

Live technical responses to any questions that you may have during the Q&A session.

Engaging 1-hour webinar intensive - Ask questions & interact with the presenter Allyson Pannier.

Understanding Client Structures Webinar Presented By Allyson Pannier1AM, Thursday, 26 August 2021 (AEST)

Bundle Offer →

Apart from September's topic - Advising Client On Structures, Allyson will be covering a new topic:Understanding Client Structures (1AM, Thursday, 26 August 2021 (AEST) - 1 hour of CPD.
Both webinars are related & build upon one another. Therefore, we are offering you a bundle package containing both Understanding Client Structures & Advising Client Structures.


What will be covered in September's webinar?- Common structures - Their key elements and roles - Concept of control - Governing documents and legislation - Pros and Cons of each structure
This topic is a prequel to Allyson's Advising Clients On Structures Webinar. 

How We Issue Our CPD Certificates

As of July 1st 2021

Recently, the professional bodies have changed their Continuing Professional Development requirements (CAANZ CR7 and IPA Pronouncement 7).
Both CAANZ and the IPA are now requiring that you have "verifiable" CPD for at least 90 hours in a triennium.
If you watch a recording then this may not be considered formal training. Because of this we are now issuing different CPD certificates to ensure that those that attend live training can guarantee that this is verifiable CPD.


How do we issue our CPD certificates? ➜ Whilst you will still get the full hours on the certificate we will divide those hours into hours attended and hours watched online➜We have systems in place to allow us to monitor who attends and who actually views our online content and we need to show the professional bodies that we are ensuring that our subscribers are actually completing the training.
What counts as 'formal' and 'informal' training? If you attend a live webinar you will receive a certificate to say you attended (verified). Otherwise, you will receive a certificate to say you watched the recording. ➜ Whilst we would advise that you keep the slides etc we cannot guarantee that CAANZ or the IPA will consider watching a recording as being verified hours
But wait... You can gain 'verified' hours for pre-recorded sessions, you will just need to complete a short quiz at the end of the session within 14 days and if you pass then you will get the full hour as verified training. ➜ Within 14 days, if you opt-out of the test it will simply be an hour of training. This time frame will give you sufficient time to do your online training as well as give us a deadline to issue you a CPD certificate based on whether the quiz has been completed or not.
There is also now a push to mandate different types of training
IPA➜ The IPA has a totally new requirement from 1 July 2021 and this will require their members to complete 20 hours of Professional & Ethical Standards and another 20 hours of Management and Professional Skills. ➜ Don't worry, we will be offering alternate CPD pathways where you can choose to do 20 hours of the alternate topics along with 20 hours of tax training in a given year so you can gain your 120 hours. (Read about IPA changes here)
CA➜CAANZ now require you to complete 2 hours of ethics as part of your 120 hours over a triennium. We will provide one hour of ethics each year as part of our CPD program. To read more information about the CPD requirement changes from Chartered Accountants website, click here➜ To download Chartered Accountants' PDF/flyers containing the Key Changes To CPD Requirements, CR7 Continuing Professional Development and a FAQ, click here.

Reserve Your Spot To Our Webinar

Register for our Advising Clients On Structures Webinar by selecting the button below.
Session date (Based on Sydney Time/AEST)11AM, Friday, 17 September 2021 (AEST)
You will receive live access to the webinar session, as well as digital recordings and slides if you cannot attend live

Firm Purchase (Save $447)

(Register Up To 6 Colleagues)

$447/Firm

Buy 3, Get 3 More For FREE

Must be from the same firm

1 Hour of CPD + Certificates for 6 colleagues

Recording + Slides

Live Q&A Session

Bundle Offer2 Webinars, 2 Hours of CPD

Bundle Package

Only $299 (Save $19)

One-time payment

Advising Clients On Structures 11AM, Friday, 17 September 2021 (AEST)
+Understanding Client Structures 11AM, Thursday, 26 August 2021 (AEST)

Presented by Allyson Pannier

Live Q&A Session + Recording + Slides

Individual Purchase

Only $159

One-time payment

1 Hour of CPD

Recording + Slides

Live Q&A Session

Exclusive Webinar Bundle Package

Get Access To All Our Tax Fundamentals Webinars in 2021

Bundle Package

Only $897 (Save $57)

Presented by Senior Accountant, Allyson Pannier

Get 6 Hours of CPD

Recording of each live webinar will be available after the session

About Your Webinar Presenter

Learn with Allyson Pannier

• Over 20 years of experience Provides online training to boost efficiency and drive resultsHelps others deliver better, more advisory based services to clients

With over 20 years’ experience in business advisory and a passion for training and practice process improvement, Allyson has started up her own advisory service to help accounting practices progress and grow using the methods that she has developed throughout her career.

Allyson PannierSenior Accountant

Get a better understanding of how to advise clients on structuring and which structures might help their client achieve their goals.

What Clients Have Said About Advisers Digest

"In late February 2018, Peter and I discussed one of my clients and a possible Estate Planning Exercise for them. 

I presented a proposal to the client recently and today they have agreed to the proposal. We're going to look at their super as well (Mum and Dad are close to the $1.6m caps) and combined with the Estate Planning exercise, they're just signed off on a $26K + GST contract. 

The past 18 months have been a lot of "head down tail up" in this transition to my new business life. It is only with Peter's input that Tuesday afternoon that it dawned on me what we should be doing for this client. I wanted to thank them sincerely for being in the sounding board that afternoon and raising with me this idea. 

I appreciate it immensely. "

Dean Robinson, 

www.deanrobinson.com.au

"I couldn't speak more highly of the experience I have had with Peter to date... 

  • Excellent technical support as access to the owner of the business
  • Fantastic turnaround time
  • Managed to get me an SOA for a new set-up including LRBA in anticipation of an Auction within a couple of days
  • Great process of initial SOA's for existing SMSF's and then ROA thereafter
  • Training provided is very practical

I am very happy to recommend this service. "


David Cooke,

Accumen Accountants and Business Advisors

Frequently Asked Questions

Q: Is this webinar simply for viewing or will I be able to interact and ask questions?

Q: Will this webinar be relevant to me as an accountant?

 Absolutely! This webinar is for Mid-level and experienced accountants wanting to understand or refresh themselves on the key considerations of advising clients on structures. It will review the common structures, consider the relative Pros and Cons, and discuss the key considerations to take into consideration when advising. 

Each session will be structured as 50 minutes of explanation followed by 10 minutes of Q&A. You can have any questions/queries addressed during this time. 

Q: Do you have money back guarantee?

Q: What if I can't make it live to the webinar session?

Yes, if you attended the webinar and didn't find it useful, please email us info@advisersdigest.com.au on the same day before 5pm on the day of the first session. We will refund you within 3 working days. That means, no CPD certificate will be issued to you. There will be no recording sent to you after the session. 

This webinar is essential for practising accountants. We will record the session, that means you will be provided with a digital recording of the live webinar after the session finishes.

Q: Will I receive a certificate to document my CPD training?

Yes, we will issue a certificate providing you with 1 hour of CPD. You will receive the certificate based on whether you attend a live webinar (attendance certificate) or watch the replay (replay watching certificate). If you cannot attend the live webinar and wish to obtain a formal certificate (applicable for CA & IPA members), you will need to complete a quiz in the training portal within 14 days from the time the recording becomes available. This will allow us to issue a formal CPD certificate.

Q: Will there be a replay I can watch later?

Yes, we will send you a recording to all attendees with a personalised login. This will be available within 48-72 hours after the session. The recordings will be available to watch for 90 days.

Get a better understanding of how to advise clients on structuring and which structures might help their client achieve their goals.

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