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Training for practising accountants & financial advisers.

Complete Tax CPD Training 

Meet Your Yearly CPD Requirements Easily

Monthly Tax Update & Special Topic Masterclass Training
Completely Online (40 Hours CPD/Year)

As a practising accountant, you know you are required to complete a total of 120 hours of CPD per triennium (CA, CPA & IPA), with at least 20 hours undertaken each year. This equates to 40 hours of CPD per year.

As well as this, you are required to stay on top abreast of tax developments so as to provide the best service you can to your clients.

The Complete Tax CPD will provide you with 40 hours of CPD per year to meet your yearly requirement, whilst providing you with high-quality training that helps you stay up to date with changes within the taxation industry, as well as specialist training on important special topics.

One Program, One Certificate, One Great Price.

Upcoming In-Person Training

Individual Tax Return Disclosure 2020 Workshop for registered Tax Agents, presented by Peter Johnson

Pensions & Pension Strategies Workshop - By Peter Johnson
Thursday, 12 November 2020 (4 hours of CPD)

Pensions inside super have become a lot more complicated since 2017. It used to be very simple. All your money was in a pension but now can't all be in a pension. There are transfer balance accounts, T-bar reporting, etc.

We will cover all the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc. Eg, what is the impact on a child's transfer balance account when a parent leaves them a death benefit pension?

Then we'll look in detail at strategies around maximizing your after tax benefit from pensions, especially when people have more than $1.6 million in super.

Join our live workshop to get a thorough understanding of all the details around pensions. 

Property & SMSFs Workshop Full Day Workshop, presented by Peter Johnson live at Rydges World Square, Sydney

Property & SMSFs Workshop - By Peter Johnson
Friday, 4 December 2020 (7 hours of CPD)

Property and SMSFs, they go hand in hand. If you are into SMSFs then you must also be into property. That is what they are all about.

But the rules are complex. Really complex. The ATO just had to release a detailed bulletin about all the mistakes being made to do with property developments. There are people paying double stamp duty on property purchases, there are seminars promoting schemes that will result in NALI.

There is just so much to be aware of. 

This is why we have developed a full day SMSF & Property workshop. Yes, a full day. There really is that much to cover.

Property & SMSFs Workshop Full Day Workshop, presented by Peter Johnson live at Rydges World Square, Sydney

Contributions & Strategies Workshop - By Peter Johnson
Friday, 11 December 2020 (4 hours of CPD)

The world has changed significantly with regards to contributions and more than ever you need to look closely at your contribution strategies if you want to really maximise the money you have in super when you retire.

When is the best time to start making non-concessionals? What happens if my brother contributes on my behalf? Why is a cheque better than an electronic transfer? What is the real cost of contribution for a 20 year old child?

This workshop will look first at all the types of contributions, then at the taxation of contributions and finally all the latest on contribution strategies

This is particularly relevant to anyone who advises clients about contributions to super, you don’t necessarily have to be an SMSF specialist. This workshop is four hours worth of valuable contributions information and is relevant even if you just do returns.

Upcoming Online Training

Upcoming Webinars In November

Tax Aspects of Winding up Companies presented by Peter Adams

Taxations Aspects of Winding Up Companies Masterclass - By Peter Adams
6th, 13th, 20th November 2020 (3 Hours of CPD)

Winding up companies... Sounds simple enough as a topic. Sell the assets, pay the creditors, distribute remaining assets and dissolve the company. 

We really need to understand the taxation aspects of winding up companies so as to avoid any potentially massive implications if done incorrectly. 

This three-part masterclass will examine the taxation aspects of winding up companies, including recent legislative changes, rulings and court judgements

SMSF Update Webinar presented By Peter Johnson of Advisers Digest

Bi-annual SMSF Update Webinar - By Peter Johnson
Thursday, 12PM, 26th November 2020 (1 Hour of CPD)

Our next Bi-annual SMSF Update was going to be all about the budget changes. Well, thankfully, the government pretty much left SMSFs alone.

However, there were changes to superannuation that were announced throughout the year and there are still lots of other things we need to go over.

And of course you need to know how to use these new rules to make the most for your clients.

This bi-annual SMSF Update will provide you with a comprehensive understanding of all the changes to the SMSF sector within the past 6 months. We go into detail of these changes as well as any relevant Private Rulings, ATO publications, and more...

Tax Update Webinar - By Peter Adams
Friday, 27th November (1 Hour of CPD)

With the plethora of current and forthcoming tax changes, it is now more than ever necessary for tax practitioners to remain abreast of tax developments.

This webinar provides comprehensive coverage of key changes and developments to relevant legislation, court judgements and ATO rulings.

Changes will include those introduced in the month of October/November.

Upcoming Webinar In December

SMSF Update Webinar presented By Peter Johnson of Advisers Digest

Getting Your Trust Documents Right - Live Webinar - By Peter Johnson
Thursday, 12PM, 17th December 2020 (2 Hour of CPD)

What has become a concern recently is the high number of trusts where the deeds are not effectively executed, requiring rectification work. Deeds come from a wide range of sources, many different law firms and a large number of accounting firms as well.

Nowadays, documents are produced online. While they can streamline the process, they might not be correctly executed.

This webinar is designed to better equip yourself on executing trust deeds and having the ability to conduct a review of your current documentation knowing the common errors to look for.

Live Webinar Recordings

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Missed out on any of our previous webinars but still want access to the recording? Get instant access to our webinar recordings as well as the Q&A's section that was conducted during the live session. All our webinar recordings are uploaded to our training portal. You will receive log-in details to access the webinar recording.