Exclusive Online Masterclass for Practising Accountants

→ 1st session starts Wednesday, 7 October 2026, 12:30PM (AEDT)

Got Questions? E: info@advisersdigest.com.auP: (02) 9159 3969

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October 2026

Key Tax Aspects of Employee Share Schemes – Set-up, Planning & Effect Masterclass

This masterclass provides a practical and technical overview of the Australian tax treatment of employee share schemes (ESS), with a clear focus on how Division 83A of the ITAA 1997 operates in practice. It examines the income tax, CGT and FBT implications for both employers and employees, including when ESS interests are taxed and how deferral rules apply.
Through practical examples, the session clarifies the concessional start-up ESS regime, key design requirements, valuation issues, and ATO reporting obligations. You’ll leave better equipped to structure compliant ESS arrangements, manage risk areas early, and advise clients with greater technical confidence.

Join Our Live Masterclass

Presented by

Peter Adams

Get 3 Hours of CPD

Limited time only

Join Our Live Masterclass

Presented by

Peter Adams

Get 3 Hours of CPD

Limited time only

Key Tax Aspects of Employee Share Schemes - Set-up, Planning & Effect Masterclass 

WHO IS THIS FOR?

Practising Accountants

This session is particularly relevant for practising accountants advising business owners and start-ups on employee share schemes.
You will learn how to identify taxing points under Division 83A, assess eligibility for start-up concessions, and manage income tax, CGT, FBT and reporting obligations with greater clarity and confidence.

HOW MUCH?

$399 Per Individual OR$1,197 Per Firm (Up to 6 Registrants)

This is one payment only, and you will receive:
- Access to two exclusive live webinars via unique links. - A certificate for 3 hours of CPD - Digital recordings of the live sessions + presentation slides if you cannot attend live.

WHEN?

Times are based on Eastern Daylight Time

Session 1

Wednesday, 7 October 2026, 12:30PM (AEDT) 


Session 2

Wednesday, 14 October 2026, 12:30PM (AEDT) 

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

Here's what you get from

this masterclass

3 Hours of Training and a CPD certificate.

Live technical responses to any questions that you may have during the Q&A session.

Each session is an engaging 90 minutes, weekly webinar - Ask questions & interact with the presenter Peter Adams.

It covers:

Identify and apply the tax rules under Division 83A ITAA 1997 governing ESS interests.


Recognise FBT exemptions and interactions with ESS benefits.


Distinguish between taxed-upfront and deferred-taxing schemes.

Apply the special start-up concessions under Subdivision 83A-B for qualifying companies.

Understand CGT implications on disposal of ESS interests.

Key ATO rulings and administrative guidance relevant to ESS

Reserve Your Spot To

Our Masterclass

Register for our Key Tax Aspects of Employee Share Schemes Masterclass by selecting one of the payment options below.

Session Dates (based on Eastern Daylight Time (AEDT))Session 1: Wednesday, 7 October 2026, 12:30 PM (AEDT) Session 2: Wednesday, 14 October 2026, 12:30 PM (AEDT)

You will receive live access to the webinar sessions, as well as digital recordings and slides if you cannot attend live.

Complete Tax CPD
(40 Hours CPD/Year)

Access to:10 Tax Special Topic Masterclasses/Year10 Tax Update Webinars/Year

40 Hours of CPD100% Online, All in the same place

Same-firm buy '3 get 3 free' package available

Recording of each live session will be available after the session

Individual Purchase

$399

or $299 for Members

3 Hours of CPD + Recordings & Slides

Firm Package (Same firm only)

$1,197

Buy 3, get another 3 free

Register Up To 6 Colleagues

Each registrant will get 3 hours of CPD + recordings & slides

About Your Masterclass Presenter

Peter Adams

• Over 25 years of experience • Esteemed trainer at the Institute of Public Accountants • Senior tax writer with CCH Australia and LexisNexis • Senior tax counsel with both Bell Partners and Kelly + Partners • Education: B.Juris, M.Tax • Professional associations: CTA, FIPA, FFA

Peter has more than 25 years of experience as a tax professional, having started his career with KPMG and PricewaterhouseCoopers before moving on to become Head of Tax for BNP-Paribas (Australia and New Zealand) and subsequently Chase Manhattan-Ord Minnett. Peter now has his own boutique tax practice and continues to provide tax consulting and training services for professional accountants across Australia.

Presented by
Peter Adams

A comprehensive masterclass about key tax aspects of employee share schemes to better serve your clients....

What Our Clients Have Said About

Advisers Digest

"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 couldn't 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

Will this masterclass be relevant to me as an accountant?

Absolutely. This masterclass is highly relevant for accountants advising on employee remuneration and equity arrangements. It clarifies how Division 83A applies in practice, highlights common ESS risk areas, and explains the income tax, CGT and FBT implications — helping you structure compliant arrangements, meet reporting obligations, and reduce ATO risk.

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

This masterclass is essential for practising accountants. We will record the sessions, and you will be provided with access to a digital recording of the live webinars after each session finishes.

Will I receive a CPD certificate?

Yes, we will issue a certificate providing you with 3 hours of CPD. You will receive the certificate based on whether you attend a live webinar (attendance certificate) or watch the replay (replay watching certificate). If you cannot attend the live webinar and wish to obtain a formal certificate (applicable for CA & IPA members), you will need to complete a quiz in the training portal within 90 days from the time the recording becomes available. This will allow us to issue a formal CPD certificate.

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

Each session will be structured as 80 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.

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 each session. The recordings will be available to watch for 90 days.

Do you offer a 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 day of 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. A refund will occur with the processing fee charged by Stripe as the fee won't be returned to us on your initial transaction. For example, for a $299 purchase, the processing fee would be $9. For a $399 purchase, the processing fee would be $11. For a $1,197 firm package purchase, the processing fee would be $19.

A comprehensive masterclass about key tax aspects of employee share schemes to better serve your clients....

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