Advisers Digest
Live Webinar

AML for the Files on Your Desk Right Now

Answers Your Compliance Program Doesn't Give You Common Accounting Activities — In, Out or It Depends?

Tranche 2 commenced on 1 July. Enrolment closed on 29 July. Most firms have done something. But the questions haven't stopped — because firms have moved from reading about the regime to actually applying it to the jobs on their desks. So we are running a session that does nothing but answer the questions we are actually being asked.

Tuesday, 15 September 2026
12 PM (AEST)
1 Hour CPD
Peter Johnson
Peter Johnson
Founder of Advisers Digest

Peter is the founder of Advisers Digest and has spent three decades advising Australian accounting practices on compliance, risk and practice management. He's spent the past several months immersed in the AML/CTF reforms from the practitioner's side of the desk, working through what Tranche 2 actually means for the jobs landing in front of accountants.

  • Chartered Accountant
  • Chartered Tax Adviser
  • Chartered Secretary
  • Founder, Advisers Digest
Reserve My Seat ▶
From $149 (incl. GST) — Special Offer ends 15 September at 10:00 AM AEDT
About this session

The guidance tells you what. It doesn't tell you whether.

This is a one-hour session built entirely around real files, not a recap of the regime. Reach for the Form 484 you lodged last Tuesday on the strength of the guidance, and you still won't know if it was a designated service. Restructure a client's affairs without knowing where the obligation attaches, and the gap sits on your file, not the regulator's.

!

In this session Peter goes straight from the guidance to the file: a position on every question, the provision or guidance it rests on, and exactly what to document when the answer is genuinely arguable — with a technical paper and a one-page decision table to keep on hand.

What you'll walk away with

One hour. Ten real answers, ready to use.

1

What's actually a designated service

Form 484s, annual reviews, deregistrations, share transfers, trust minutes — sorted into in, out, or it depends.

2

Who has to register, and what's already overdue

The three-year transition period, who it actually covers, and what happens if 29 July has already come and gone.

3

Real positions on real files

Office moves, restructuring conversations, screening hits — each with the provision or guidance it rests on.

Who it's for

Built for accountants applying AML in practice

Already enrolled and now working out what's actually in scope.
Practice owners deciding who needs to register.
Accountants wanting practical answers, not theory.
What Peter will cover

What we'll cover

Peter gives a direct position on each question below, with the provision or guidance it rests on. Where it's genuinely arguable, he'll say so and tell you what to document instead.

The 10 questions we're answering:
01We moved office and now have to change the registered office address on several hundred client companies. Does that trigger customer due diligence on all of them?
02Which ASIC agent activities are designated services — and which aren't? Form 484s, annual reviews, deregistrations, share transfers.
03Who actually has to register? And what happens if you should have enrolled by 29 July and didn't?
04A client wants to talk about restructuring. How much can I discuss before the obligation attaches?
05Are trust distribution minutes a designated service? Is varying a deed? Is replacing a constitution?
06When I set up a company and a family trust, who exactly is my customer?
07Do I have to risk rate my whole client base, or only the clients receiving designated services?
08A screening check returned a hit that clearly isn't my client. What do I put on the file?
09My client only wants a tax return. Why is my software asking me to run AML checks on them?
10Is there really a three-year transition period for customer due diligence?
What clients say

What Attendees Have Enjoyed About Our Live Webinars

Hear from accountants who have attended our live webinars.

★★★★★

"Simple and practical solution. Peter focuses on a simple practical solution without trying to sell any over the top software for small practitioners."

Lee E. — AML/CTF
★★★★★

"The slides were very clear and informative and easy to follow. Will be a great resource to refer back to in the future."

Brayden K. — AML Staff
★★★★★

"Pete is easy to listen to and delivers in a way that doesn't overwhelm or panic you."

Alysha H.
Included With Your Purchase

Everything You Walk Away With

Everyone who attends receives the technical paper, a one-page decision table covering thirty activities marked in or out, a designated service register template, and an annual review checklist.

📄 Technical Paper
Bonus 1

The Technical Paper

The full written analysis backing every position covered in the session, to keep on file.

✓ Included with your purchase
📊 Decision Table
Bonus 2

One-Page Decision Table

Thirty common accounting activities, each marked in, out, or it depends.

✓ Included with your purchase
📋 Register Template
Bonus 3

Designated Service Register Template

Ready to drop straight into your firm's compliance program.

✓ Included with your purchase
✅ Checklist
Bonus 4

Annual Review Checklist

What to review, and when, once your program is up and running.

✓ Included with your purchase
Pricing

Choose the Option That Suits You

All options include the technical paper, decision table, register template, checklist and your CPD certificate.

Live Attendance Only
Special Offer ends 15 September at 10:00 AM AEDT
$149
Enrol before the webinar starts
Tuesday, 15 September 2026 – 12:00 PM AEST
Live presentation with Peter Johnson
Gain 1 hour of CPD
*If you show up live
Live Q&A Session
Recording Not Included
Plus these bonuses, included free
  • The Technical Paper
  • One-Page Decision Table
  • Designated Service Register Template
  • Annual Review Checklist
Recording sold separately. If you change your mind after the purchase, recording access can be added for a $99 flat fee — available within 3 days of the webinar.
Special Offer — Get Access To Both
The Live Webinar AND Recording
$179
Tuesday, 15 September 2026 – 12:00 PM AEST
Live presentation with Peter Johnson AND Recording
Gain 1 hour of CPD
90 days recording access
Recording will be available on 16 September 2026 with an email notification
Plus these bonuses, included free
  • The Technical Paper
  • One-Page Decision Table
  • Designated Service Register Template
  • Annual Review Checklist
Best
Value
Special Offer Firm Package — Buy 3, Get 2 Free
Live Webinar AND Recording for 5 Seats
$537
5 seats for the price of 3 — save $358
Tuesday, 15 September 2026 – 12:00 PM AEST
5 seats: Live webinar AND Recording for each attendee
Gain 1 hour of CPD per attendee
90 days recording access per seat
Recording available 16 September 2026 with email notification
Plus these bonuses, included free
  • The Technical Paper
  • One-Page Decision Table
  • Designated Service Register Template
  • Annual Review Checklist
Firm
Deal
Money-back guarantee if you attend and let us know before 5 PM on session day.
Already a member, or thinking about it?

This webinar is included in The Accountant Advantage.

The AML Answers webinar is one of the ad-hoc 1-hour webinars included with your subscription. Members receive live access and the recording, alongside every future webinar, program and technical resource released during their membership.

60+CPD hours each year across tax, SMSF and leadership
Everynew ad-hoc 1-hour webinar, live and recorded
400+technical videos across the Accountants and SMSF vaults
4expert presenters bringing practical guidance
  • AML Answers is included for current members — no separate webinar purchase required.
  • Every new standalone webinar released during your subscription is included.
  • Training papers, tax updates, webinars, recordings and more in one subscription.
See The Accountant Advantage  ▶

Individual and firm packages available. All prices are GST inclusive. 12-month minimum commitment.

The Accountant Advantage — CPD training, guides, newsletters, recordings and more
Questions

Everything you need to know

Still unsure? Reach our team any time at info@advisersdigest.com.au.

When and where is the webinar held?

Online, on Tuesday 15 September 2026 at 12:00 PM AEST. Login details are emailed to you after you reserve your spot.

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

If you purchased our Live Webinar option, you must attend live to receive the CPD. Because this webinar is offered at a special price, you will need to purchase the recording separately if you miss the live session. If you do not wish to purchase the recording then you will need to attend the webinar live to get your 1 hour of CPD.

Will I receive a certificate to document my CPD training?

Yes, we will issue a certificate providing 1 hour of CPD only if you attend LIVE. For those who attended live, you will receive a verified hour of CPD. Alternatively, if you missed the live webinar and you purchased the recording you will be able to complete the quiz for verified CPD. If you do not complete the quiz then you will receive an unverified hour of CPD on your certificate.

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

The session will be structured as 45 minutes of explanation followed by 15 minutes of Q&A. You can have any questions or queries addressed during this time.

Will there be a replay I can watch later?

Access to the webinar recording is only included for attendees who purchase the Live + Recording Access bundle. If you purchased the Live Webinar option only, the recording is not included, so please ensure you attend the session live. The recording is no longer available for separate purchase after the webinar.

Who should attend?

Practising accountants who've enrolled under the AML/CTF regime and are now working out how it applies to the jobs landing on their desk.

Will this webinar be relevant to me as an accountant?

Yes. Every question covered comes from what practising accountants are actually asking right now — this isn't a general recap of the regime.

What's the difference between the two options?

Live Attendance gets you the live session and live Q&A only. The Bundle adds 90 days of on-demand recording access, and is the only way to secure recording access — it cannot be added afterwards.

Do you have a money back guarantee?

Yes, if you attended the webinar and didn't find it useful, please email us at info@advisersdigest.com.au on the same day, before 5 PM. We will refund you within 3 working days. That means no CPD certificate will be issued to you. Processing a refund incurs additional fees, because in the initial transaction we incur a card-processing fee that is not returned to us when the refund occurs. For example, for a $99 purchase, the processing fee would be $15.

Don't apply the old checklist

Get straight answers on the files sitting on your desk right now

One focused hour with Peter Johnson. Direct positions, the guidance behind them, and what to document when it's genuinely arguable.

Reserve My Seat
1 hour of CPD · Live + 90-day recording option · Money-back guarantee