Bite-Sized Advice

Tax & SMSF

Need expert’s 2nd opinion for hairy client matters? Solutions from experts in Tax & SMSF’s are just one email away.

Australia’s Tax & SMSF Experts Right at your Fingertips

Peter’s advanced qualifications and experience are underpinned by a genuine understanding of
the machinations of the day-to-day demands of accounting firms. This is why Advisers Digest is
offering Tax & SMSF bite-sized advice.

Whether you constantly receive challenging Tax/SMSF queries from your clients or you require a one-off solution service, get Peter Johnson’s knowledge at your fingertips.

We have various packages available to suit your needs.

What You

Get Access To

How Bite-Sized Advice Works & What Queries Do You Cover

Just received a tough Tax/SMSF query from your clients? We’ve got you covered.

Our Bite-Sized Advice service is based on 10-15 minutes of reading and email response per question, when you need a second opinion on your directions or ideas of your client’s matter (tax and super), we’re here to give you the right guidance.

For open-ended questions or situations where you need expert advice on “what to do”, “how to do”, “what’s the next step”, these fall under our consultation services rather than Bite-Sized Advice services as it requires more than 10-15 minutes per question.

What Questions Are NOT Covered in Bite-Sized Advice Services?
(Read Before Placing Your Order)

Our Bite-Sized Advice follows two simple rules:

1.The question must be answerable within 10-15 minutes, with one question per query (excluding research time – we include that for free)

2. The question should be similar in nature to those typically asked in a Private Binding Ruling application.

What we do not cover includes:
Valuing a business.
Consider various option and give advice as to what is the best option.
Advise on a structure.

If your question sounds more like what we do not cover in our Bite-Sized Advice Service, are more open-ended or require an expert’s advice on what to do, how to do, or what’s the next step, you need our consultation services.

If you are still unsure where your query falls under, email us with your matter at info@advisersdigest.com.au and we’ll help you determine the right service.

Packages

Select the package that best fits your needs. Whether you require just one tech support session per month or multiple sessions as your business grows.

$ $109/Month (Min. 6 Months Subsciption)

Receive expert technical responses to up to 12 questions per year, 1 query each month (with up to 15 minutes allocated per question)
Written answers are delivered within 2-3 business days.
PLUS, enjoy FREE access to one of our video vault: Either: Accountant’s Video Vaults (value $444) or SMSF Video Vault (value $564)

$ $199/Month (Min. 6 Months Subscription)

Receive expert technical responses to up to 12 questions per year (with up to 15 minutes allocated per question)
PLUS get additional CPD hours from one of the following:
Monthly Tax Update Package (12 Hours/Year)
Online CPD for SMSF Auditors Program (22 Hours/Year)
Becoming a SMSF Expert Program (22 Hours/Year)

Popular

$ $299 (One-Time Payment)

One-off advice for a single Tax/SMSF related query.
Written answers are delivered within 2-3 business days.

$ $999 (One-Time Payment)

Need more than 1 technical support query? Our 10-question pack is the perfect fit for you.
Use your 10 credits anytime within 12 months of your purchase, and we are only 1 email away.
Written answers are delivered within 2-3 business days.

Q: Is this service right for me?

A : Whether you are a sole practitioner or operate in multi-partner firm, our tech support gives you precise guidance you need and help you provide the right advice to your clients.

It’s affordable, and quick to get the right guidance you need. The advice is accurate and cheaper than hiring an expert in your firm.

Q: How do I get my tech support?

A : The tech support is responded via email, based on 10-15 minutes per questions, including reading and email response time. Normally we reply within with 2-3 business days if not sooner.

To ask your question, simply email us with your question.

Q: What questions are qualified as Bite-Sized Advice services?

A : Our tech support – Bite-Sized Advice, includes tax and super queries.

This is done via email, based on 10-15 minutes per question; when to use it: when you need a second opinion/re-confirmation on your directions or ideas of your client’s matter (tax and super), If you have open questions and need Peter’s input on what to do, how to do it, and advice on the next step, that would be consultation services.

Q: Am I able to have a trial period to see what it contains?

A : In terms of a trial period, we offer a full refund if you aren’t satisfied with the response on your first question. There will be no refund after 7 days of your first question replied.

Q: I’m not convinced… Why should I take this course?

A : This course is designed for accountants who already work with SMSFs and have a good basic understanding of superannuation or want to increase their SMSF skills. It will allow you to gain a deep understanding of the law and all the relevant ATO rulings.

On top of the 12 hours a year we give you for the Ongoing SMSF CPD training, we also give you another 10 hours of additional CPD by way of giving you access to our video vault.

If you are worried about the price you will appreciate getting 22 hours of CPD every year, without giving up any days out of the office, for as little as $997 per year. This is around $300 per day (ex. GST) of CPD. Most days are double (or more) of that.

Q: How does the monthly subscription work? i.e. What will I get access to? Can I opt out at any time?

A : All subscription for bite-sized advice are billed monthly except one-off advice and 10 question pack.

You can cancel at any time and if you give us 7 day notice you will not be billed again. You merely need to email us to info@advisersdigest.com.au to cancel.

We are not like other online businesses that try to make it impossible to cancel.

Q: I’m an SMSF Auditor, is this for me?

A : Our $199 monthly package covers SMSF auditor program (if you choose SMSF auditor program) which means you not only receive the training course for SMSF auditors but also tech support 1 query per month.

The Online CPD for SMSF Auditor program is fully compliant to fulfill your SMSF auditor requirements. It gives you 22 hours of CPD per year.

However, if you prefer not to get tech support, we also have a course only option. Go here to find out more.

This course is specifically designed for accountants who already work with SMSFs and have a good basic understanding of superannuation or want to increase their SMSF skills.

Fortunately, we have a different course that is designed specifically for SMSF Auditors. For more details check out our Online CPD for SMSF Auditors Course.

Q: What course can I have for $199 monthly payment option, is this for me?

A : Our $199 monthly package, you can choose from one of those 3 programs to go with your subscription.

First option: Monthly Tax Update Package which gives you 12 hours of CPD per year, which includes 10 monthly tax update webinars + recordings by senior tax counsel – Peter Adams from February to November each year and 2 bi-annual SMSF update webinars + recordings in May and November each year by Peter Johnson.

Second option: Online CPD for SMSF Auditors, the program is fully compliant to fulfill your SMSF auditor requirements. It gives you 22 hours of CPD per year and Peter updates the content every 2 years so while you are an SMSF auditor, this program is a perfect fit for you. The only program in the market that’s made for SMSF auditors and you will be impressed by the quality of the content too.

Third option: Becoming an SMSF Expert, this program is created for practising accountants who already work with SMSFs and have a good basic understanding of superannuation or want to increase their SMSF skills. You will earn 22 hours of CPD per year and Peter updates the content every 2 years so you are always on top of the changes in SMSF sector.

Aside from the training program, your subscription also includes 1 tech support query per month.

For unused tech support queries, you can carry forward while you are in the subscription. If you decide to cancel, you have 6 months to use any unused credits (1 query=1 credit) from the date your subscription expires.

Q: What happens if I don't have question for the month and I still get charged for my subscription?

A : For unused tech support queries, you can carry forward while you are in the subscription. If you decide to cancel, you have 6 months to use any unused credits (1 query=1 credit) from the date your subscription expires.

What Our Clients Have Said About Advisers Digest

[widgetkit id="4"]

Tax & SMSF