Build on your current SMSF knowledge and equip yourself with technical skills and knowledge available to you at the click of a button. Develop deeper understandings of the law and all the relevant ATO rulings to excel as a practicing accountant to better serve your clients!
As accountants and financial planners, we receive no formal training about SMSFs prior to graduation. We then start a job with an accounting firm and are required to do SMSF accounting from day one. The only training the graduate can receive is from the partners who need to invest heavily in their time to train the employees.
You can now get the training that you have always wanted.
What is the Ongoing SMSF CPD Program?
Our Ongoing SMSF CPD is a specially designed training program aimed at helping practising accountants and financial planners excel in the area of SMSFs.
Training is completed online with pre-recorded modules.ย
Module topics are selected based on what Peter Johnson deems are necessary for anyone who currently or seeks to provide SMSF advice to their clients. You can view our full training modules below.
Who designed
this training?
Peter Johnson is one of Australiaโs leading SMSF accountants. Primarily, Peter provides advice to other accountants and often they refer complex matters to him. Similar to a GP referring to a specialist medical practitioner.
Peter is one of only 3 external contributors to Tax & Super Australiaโs SMSF Manual.
Peter regularly presents to accountants all over Australia on SMSF matters.
This CPD Training is
the best option for you becauseโฆ
All training is completed online. You can do it from the comfort of your own home.
There is not a specific time slot. You can complete your CPD at your own pace.
We have catch-up lessons! If you miss a period, don’t worry, you can back-date.
Tertiary education is expensive and time consuming, which is why I created this course..
So busy accountants like yourself can develop advanced knowledge of SMSF’s.
The best part – you can learn all in the comfort and convenience of your own home or office.
No need to pay big money to attend university and commit to strict contact hours.
The Ongoing SMSF CPD will provide you with all the training you will need, AS WELL as up to a
total of 22 hours of relevant CPD per year!
And we will also offer you a further 10 hours of bonus each year from our SMSF Video Vault. The vault contains 140+ SMSF technical answers that accounants have.
The 10 hours for the video vault is only available to subscribers from one of our selected courses.
In total, this will give you 22 hours per year, over 2 years, you will receive 44 hours in the program.
A : In terms of a trial period, we offer a full refund within 30 days of joining. So by all means sign up even on the annual plan, watch the training to see if it fits and if it doesnโt we will fully refund your fees. โ
A : This course is designed for accountants who already work with SMSFs and have a good basic understanding of superannuation or want to increase their SMSF skills. It will allow you to gain a deep understanding of the law and all the relevant ATO rulings.
On top of the 12 hours a year we give you for the Ongoing SMSF CPD training, we also give you another 10 hours of additional CPD by way of giving you access to our video vault.
If you are worried about the price you will appreciate getting 22 hours of CPD every year, without giving up any days out of the office, for as little as $997 per year. This is around $300 per day (ex. GST) of CPD. Most days are double (or more) of that.
A : You will have access to the videos whilst ever you continue to be a paid up member.
You can view the training at anytime 24/7. It’s like watching Netflix, you can pause, rewind, or fast-forward as many times as you like. All you need is internet connection.
A : On the day you join, you will receive the first module immediately. On the monthly anniversary, you will receive a new module.
Each May and each November, the training will be a webinar that is an SMSF update. You can attend webinar or watch the recording in your portal.
Once you have completed a module you will continue to have access to that module while ever you are member.
You can cancel at any time and if you give us 7 day notice you will not be billed again. You merely need to email us to info@advisersdigest.com.au to cancel.
We are not like other online businesses that try to make it impossible to cancel.
A : This course is specifically designed for accountants who already work with SMSFs and have a good basic understanding of superannuation or want to increase their SMSF skills.
A : In this training, our modules will cover the following and more:
Some of the modules might include more than 1 hour of training.
Module 1: Definition of an SMSF
Module 2: Establishing an SMSF
Module 3: Administrative & Accounting Requirements
Module 4: Types Of Contributions
Module 5: Taxation Of Contributions
Module 6: Death Benefits Part 1 – Legal Side Of Death Benefits
Module 7: Death Benefits Part 2 – Insurance & Tax Consequences
Module 8: Death Benefits Part 3 – Strategies, Court Cases & Case Studies
Module 9: Death Benefits Part 4 – Technical Q&A’s
Module 10: Pensions & Pensions Strategies Part 1
AML Changes start on 1 July. Are your clients ready?
A done-for-youclient communication pack
2 client email templates, 9 articles, 32 FAQs, checklists, a compliance manual and 9 infographics โ all written for you and your clients, ready to brand as your own.