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Exclusive for Practising Accountants

Online Death Benefits Masterclass Training

Tax & Estate Planning For The Death Of SMSF Members

The SIS Act has been around for more than 25 years now and SMSFs are just growing and growing. Now we are seeing a lot of older Australians with SMSFs and lots of media around death benefit disasters.
Sharpen your knowledge on all things pertaining to death benefits to better serve your clients. Additionally, gain 4 accredited hours towards your CPD training from this Masterclass training!

Get Your Death Benefits Training

4 Hours of Training, accessible wherever & whenever you wantGain 4 accredited hours towards your CPD training

Only one payment of $388.00 (4 Hours of CPD)

Online Death Benefits Masterclass


Learn about all the ins-and-outs around Death Benefits from this masterclass. Develop a thorough understanding of the law and taxation of death benefits and discover strategies and case studies to better serve your accounting clients. 

Who is this for?

Practising Accountants

At Advisers Digest we are fielding more and more questions regarding death benefits and it is now quite clear that accountants need more education around the laws and strategies pertaining to superannuation death benefits.

How much?

Only AUD $388

This is one payment only. You have access to the entire death benefits training program.
You can access the training from our portal wherever & whenever you want. Access is available 24/7

You will receive four hours of CPD!

Breakdown of Training Modules

The SIS Act has been around for more than 25 years now and SMSFs are just growing and growing. Now we are seeing a lot of older Australians with SMSFs and lots of media around death benefit disasters. Usually they centre around benefits going to the wrong person but there is way more than that. For example, a benefit of one million dollars can see a tax bill of $170,000.

Lesson 1

Lesson 2

Lesson 3

Lesson 4

Lesson 5

Lesson 6

Here's What You Get From This Death Benefits Masterclass

4 Accredited hours towards your CPD Training. A CPD certificate will be provided to you!

Thorough understanding of the law and taxation of Death Benefit Payments.

Discover strategies to better serve your accounting clients.

Coverage of important case studies to strengthen your understanding of Death Benefits

Technical Q&A's that were submitted by real accountants.

And much, much more....

Only one payment of $388.00 (4 Hours of CPD)

About Peter Johnson

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 for CPA Australia; an SMSF specialist and sought-after SMSF keynote presenter. Peter is dually gifted as a technician and network facilitator.


From this combination of technical knowledge and expertise, Peter has formed Advisers Digest, where he provides high-level technical support on tap, advanced and introductory training, and more recently SMSF auditor CPD training.


Register for this masterclass to learn more about tax & estate planning for the death of SMSF members so that you can better serve your clients.

- Founder of Advisers Digest - SMSF Specialist Advisor and Authorised Education Provider (SPAA)
- CPA SMSF Specialist
- Chartered Accountant (CA)- Certified Practicing Accountant (CPA)- Certified Financial Planner (CPF) 

Your Masterclass Trainer

Develop a thorough understanding of the Law and Taxation of Death Benefits

Only one payment of $388.00 (4 Hours of CPD)

What Peter's Clients Have Said

"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: Will this training be relevant to me as an accountant?

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

Definitely! At Advisers Digest we are fielding more and more questions regarding death benefits and it is now quite clear that accountants need more education around the laws and strategies pertaining to superannuation death benefits.

This masterclass will guide you through all the ins-and-outs on the law and taxation of death benefits, 

Yes, we will issue a certificate accrediting you with 4 hours of CPD Training after 30 days of your purchase. 

Q: I am subscribed to one of your training courses. Is the content of this masterclass covered in my course?

If you are enrolled in either our "Online CPD for SMSF Auditors course" or "Ongoing SMSF CPD program" the content of this masterclass will be delivered to you in the form of training modules. This means they will count as your monthly training.


So there's no need to purchase this training program. 

Q: How long does my access to the training program last for?

The training program does not expire. This means you can go through at your own pace whenever & wherever you are!

Q: Is this training a webinar replay?

Q: Do you have money back guarantee?

Yes, if didn't find the content of the course useful, please email us info@advisersdigest.com.au within 30 days from your purchase date.


We will refund you within 7 working days. That means, no CPD certificate will be issued to you.

No, this is a new recording Peter has created specifically for this masterclass. We've split the training into 5 lessons plus 1 Q&A video less. 


In total, it's 4 hours of CPD. 

In 

Develop a thorough understanding of the Law and Taxation of Death Benefits

Only one payment of $388.00 (4 Hours of CPD)

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