Exclusive Online Masterclass for Practising Accountants

→ Session 1 - Tuesday, 11am, 6th September 2022 (AEST)

Details   |    Topic   |   Testimonials   |   FAQs   |   Book Now

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

PENSIONS & PENSION STRATEGIES

Join Our Live Masterclass

with Peter Johnson

Founder of Advisers Digest

Limited time only

Get 3 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 $1.7 million in super.

This online training will run as 2 weekly webinar sessions.

Session 1Tuesday, 11am, 6th September 2022 (AEST)
Session 2 Wednesday, 11am, 14th September 2022 (AEST)

Pensions & 

Pension Strategies 

Who Is This For

Practising Accountants

This is particularly relevant to anyone who advises clients about pensions, you don’t necessarily have to be an SMSF specialist. There is three hours worth of valuable pensions information where you will get a thorough understanding of all the details around pensions and pension strategies.

How much?

$399 Per IndividualOR$999 Per Firm (Up to 6 Registrants) 

This is one payment only, and you will receive: - Unique webinar link to attend session 1 & 2- 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 Sydney Time (AEST)
Session 1
Tuesday, 11am, 6th September 2022 
Session 2Wednesday, 11am, 14th September 2022

(90 MINUTES PER SESSION)

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 CPD

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

Specifically, we will be covering:

All the different types of pensions

When a pension starts and ceases

What to do if you fail to meet the minimum pension payment

Taxation of pension accounts after death

Transfer Balance Accounts and TBar reporting

And much, much more...

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

Each session is an engaging 1-hour, weekly webinar - Ask questions & interact with the presenter Peter Johnson.

PLUS an additional 1-hour technical Q&A video, where Peter provides his comprehensive responses to the questions asked during the live session. This will be uploaded after the last session...

Reserve Your Spot 

To Our Masterclass 

This tax special topic masterclass is one of six special topic training we have scheduled for 2022. It will provide you with comprehensive coverage on the topic: Pensions & Pension Strategies


Reserve your spot to our Pensions & Pension Strategies Masterclass training below:

Single Purchase

Pensions & Pension Strategies Masterclass

One Payment of $399for individuals

3 Hours of CPD

Times are based on Sydney Time (AEST) Session 1 - Tuesday, 11am, 6th Sep 2022Session 2 - Wednesday, 11am, 14th Sep 2022

Replay of each live session will be available after the session

Replay of each live session will be available after the session

Firm Package

Pensions & Pension Strategies Masterclass

Same Firm Package Available$999


Register Up To 6 Colleagues

3 Hours of CPD

Times are based on Sydney Time (AEST) Session 1 - Tuesday, 11am, 6th Sep 2022 Session 2 - Wednesday, 11am, 14th Sep 2022

Replay of each live session will be available after the session

Bundle Package

Get Access to ALL SMSF Webinars & Masterclasses in 2022

6 Unique Topics
$1,697

29 Hours of CPD

Replay of each live session will be available after the session

FREE 12-month access to our SMSF Video Vault (Valued at $564, 250+ technical videos)

About Your Webinar Presenter 

Peter Johnson 

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.
Reserve your spot for our Webinar and learn all the ins-and-outs when it comes to Trust Documentation. 

- 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) 

Peter JohnsonYour Webinar Presenter 

Develop a thorough understanding of the types of Pensions, and strategies you can use to better serve your clients...

What Our Clients Have Said 

About Peter Johnson 

"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

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

Definitely! This is particularly relevant to anyone who advises clients about pensions and super, you don’t necessarily have to be an SMSF specialist. There is three hours worth of valuable pensions information where you will get a thorough understanding of all the details around pensions and pension strategies.

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

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

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

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 14 days from the time the recording becomes available. This will allow us to issue a formal CPD certificate.

Q: Is this masterclass 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: 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 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. 

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

Develop a thorough understanding of the types of Pensions, and strategies you can use to better serve your clients...

Copyright 2022 © Advisers Digest  | Privacy | Disclaimer | Contact