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Exclusive Online Masterclass for Practising Accountants

→ Session 2: 20 August, Thursday at 11am (AEST)

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.


This masterclass will guide you through all the ins-and-outs on the law and taxation of death benefits, as well as strategies and case studies that you can apply for your clients to save the amount of death benefit taxes paid. 


Additionally, gain 4 hours towards your CPD training from this Masterclass!


Tax & Estate Planning For The Death Of SMSF Members

This online training will run as 3 weekly webinar sessions.
Session 1: Recording Available Instantly

Session 2: Thursday, 11AM, 20 August 2020 (Sydney Time, AEST)

Session 3: Thursday, 11AM, 27 August 2020 (Sydney Time, AEST)


with Peter Johnson

Founder of Advisers Digest

Limited time only

Join Our Live Masterclass

Get 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?

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.

Practising Accountants

How much?

This is one payment only, and you will receive: 

- Unique link to attend all three live sessions

- Instant Access to recording of Session 1

- A certificate for 4 hours of CPD

- Digital recordings of the live sessions + presentation slides if you cannot attend live 

$397 Per Individual

OR

$997 Per Firm (Up to 6 Registrants) 

When?

This Masterclass session will run over 3 weekly sessions.

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

Times are based on Sydney Time (AEST)

Session 1: Recording Available Instantly 

Session 2: Thursday, 11AM, 20 August 2020

Session 3: Thursday, 11AM, 27 August 2020

Breakdown of Topics Covered

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.


When do you have to pay a death benefit? Who can it be paid to and in what forms can it be paid? 

We will look in detail at death benefit nominations and who ultimately controls the payment of death benefits. We won’t restrict our talk to court cases but also to matter that have been referred that didn’t make it to court.

We look at taxation consequences relating to death benefits especially after ceasing a pension. How they are taxed and strategies to reduce tax on death benefits. How the Transfer Balance Cap transactions occur.

We will look at insurance inside and outside of superannuation and the best ways to structure your insurances.

Discover strategies to better serve your accounting clients. Lots of these strategies require advice well before retirement so it isn’t just about thinking all my clients are young so it doesn’t matter.

We will also go through relevant case studies to strengthen your understanding.

Here's What You Get From This Masterclass

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

Live technical responses to any questions that you may have.

PLUS, a 1 hour technical Q&A video where Peter provides his indepth responses to the questions asked during the live webinar sessions.

THREE engaging 1-hour workshop - with dedicated Q&A session at the end!

4 Hours of Training and a CPD certificate.

And much, much more....

Reserve Your Spot To Our Masterclass

This tax special topic masterclass is one of eleven special topic training we have scheduled for 2020. It will provide you with comprehensive coverage on the topic: Death Benefits Masterclass

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 Death Benefits Masterclass training, or check-out our special webinar packages below

Single Special Topic Training

Death Benefits Masterclass

4 Hours of CPD

All times are based on Sydney Time (AEST)

Session 1: Recording Available Instantly

Session 2: Thursday, 11AM, 20 August 2020

Session 3: Thursday, 11AM, 27 August 2020 

Replay of each live session will be available after the session

One Payment of $397

for individuals

Same Firm Package Available

$997

Register Up To 6 Colleagues

FREE bonuses:

Multiple Webinar Purchases

Access to up to 11 webinar topics scheduled for 2020

Discounted Prices with FREE Bonuses

Up to 34 Hours of CPD

Replay of each live webinar will be available after the session

FREE 12 month access to our SMSF Video Vault (Valued at $444)

FREE 12 month technical advice support from Peter himself (Valued at $1188)

Note: Death Benefits is included in both the following training programs:

- SMSF Auditors Program (Module 14-17)

- Ongoing SMSF CPD (Module 6-9)

About Your Web Presenter

Peter Johnson

- 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) 


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.

Peter Johnson

Your Masterclass Presenter 

Develop a thorough understanding of the Law and Taxation of Death Benefits to better serve your clients

"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. "

What Peter's Clients Have Said About Advisers Digest

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

What Peter's Clients Have Said About Advisers Digest

Frequently Asked Questions

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, 

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

We don't run these Masterclass 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 after the session finishes.

Session 1 recording is available now when you sign up

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

Yes, we will issue a certificate accrediting you with 4 hours of CPD Training. 

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

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

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

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. Access to this recording will be available for 12 months.

Q: Do you have money back guarantee?

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

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

Q: I am subscribed to one of your training courses. Is this content separate from the 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:

- SMSF Auditors Program (Module 14-17)

- Ongoing SMSF CPD (Module 6-9)


In the event that you would like to view this death benefits masterclass sooner, we encourage you to reserve your spot. Otherwise, each session will be dripped into your training course month by month.

Q: What if I can only attend 1 session, or I cannot attend all sessions?

That is no problem at all. Following the live webinar sessions, we will deliver you with a recorded copy. 


We understand that you may be busy during those dates and you would rather watch/learn at your own pace and that is fine. You are more than welcome to reserve your spot and not attend, if you wish to simply receive the recorded copies. 


In this instance, you will still receive your 4 hours of CPD.

Develop a thorough understanding of the Law and Taxation of Death Benefits to better serve your clients

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