Death Benefits Masterclass

About This

Training

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.

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
4 hours of CPD & a Certificate.

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.

GET TRAINING NOW

Only one payment of $388.00 (4 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

The Legal Side Of
Death Benefits

LESSON 2

Insurance
In Super

LESSON 3

Tax Consequences
Of Death Benefits

LESSON 4

Tax Planning For
Death Benefits

LESSON 5

Court Case &
Case Studies

LESSON 6

Technical
Q&A’s

Here’s What You Get From

This 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.

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….

GET TRAINING NOW

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

Frequently

Asked Questions

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

A: 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, as well as through court cases and case studies, and strategies that you can apply to help your clients save hundreds of thousands of dollars.

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

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

Q: Do you have a money back guarantee?

A: 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.

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

A: 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?

A: 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: Is this training a webinar replay?

A: 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