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Exclusive Online Tax Training for Practising Accountants
Trained by Senior Accountant - Allyson Pannier

Value-Add Workpapers – Getting it Right

Workpapers are a vital part of what accountants do and how we do it. But what makes a good workpaper? And how can it add value?

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


This training will run as one online webinar session beginning on:12pm, Friday, 25 November 2022 (AEDT)

Join Our Live Webinar

with Allyson Pannier

Senior Accountant

Limited time only

Get 1 Hour of CPD

Value-Add Workpapers – Getting it Right

This webinar will look at what is necessary to include on a workpaper as well as what a workpaper needs to have to add value for you your clients and your team.

Who is this for?

Early Career Professionals, Mid-Level, and Experienced Accountants

• Early career professionals including undergraduates, graduates and junior accountants, mid-level and experienced accountants wanting to improve their workpapers or learn how to get their staff to provide better workpapers for their review.

How much?

$159 Per Individual or$477 Same Firm Package(Up to 6 Colleagues)

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

When?

Who is this for?

12PM, Friday, 25 November 2022 (AEDT)

This is a live & online webinar that will be hosted on 12PM, Friday, 25 November 2022 (AEDT).If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 1 hour of CPD.

Here's What You Get From This Webinar

1 Hour of Training and a CPD certificate.

Specifically we will cover:

What are workpapers?

Why workpapers are required?

The key elements needed on EVERY workpaper

When workpapers are required and why?

Examples of value add workpapers

What is referencing and why it matters

And much, much more....

Reserve Your Spot To Our Webinar

This tax fundamental topic webinar is one of ten topics we have scheduled for 2022. It will provide you with comprehensive coverage on the topic: Value-Add Workpapers – Getting it Right.

If you would like to sign up for multiple special topic webinars throughout the year, we are offering special packages at attractive prices. 
Reserve your spot to our Value-Add Workpapers – Getting it Right webinar training, or check out our special webinar packages below.
Upon registration, your spot will be reserved for our 1-hour live webinar session. 

12PM, Friday, 25November 2022 (AEDT)

Value-Add Workpapers – Getting it Right

$159

Get 1 Hour of CPD

Value-Add Workpapers – Getting it Right


Same Firm Package (Up to 6 colleagues)

$477/Firm (Save $477)Buy 3, Get 3 More For FREE

Get 1 Hour of CPD

How We Issue Our CPD Certificates

As of 1st  July 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.



About Your Web PresenterAllyson Pannier

Allyson PannierSenior Accountant

• 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.

Gain a thorough understanding on a myriad of tax-related topics...

What Clients Have Said About Advisers Digest

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 could'nt 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?

The 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. If you have any more questions regarding this special topic, simply send an email to us and Peter will address it in the next live session.

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

Definitely! This webinar will help you prepare workpapers that provides relevant information to supports your clients, your team and the process. In addition this webinar will cover the necessary components a workpaper requires, enabling you to save time, money and a lot of future pain.


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

We don't run these webinar sessions on a regular basis, so we'd encourage you to book this session. We will record the session, that means you will be provided with a digital recording of the webinar within 48 - 72 hours after the session finishes. The recordings will be available for 90 days.

Q: Do you have money back guarantee?

Yes, if you attended the the session and didn't find it useful, please email us info@advisersdigest.com.au on the same day before 5pm. 

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. 

If you didn't show up on the session, and there's NO refund available, recordings will be made available to you after the session. 

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

Yes, we will issue a certificate providing you with 2 hours 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. 

Gain a thorough understanding on a myriad of tax-related topics...

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