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Masterclass Starting Soon

→ Session 1: Wednesday, 12PM, 17th March 2021 (AEDT)

Viva Results Marketing Agency Sydney

Got Questions? info@advisersdigest.com.au

Exclusive Online Masterclass for Practising Accountants

→ Session 1 : Wednesday, 12PM, 17th March 2021 (AEDT)

Pensions & Pension Strategies Masterclass

Pensions inside super has 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.


Develop a thorough understanding of all the details around pensions. 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.


This training will run over 2 weekly webinar sessions. Each session will run for 90 minutes.
Session 1: Wednesday, 12PM, 17th March 2021 (AEDT)

Session 2: Monday, 12PM, 29th March 2021 (AEDT)

Join Our Live Masterclass

with Peter Johnson

Founder of Advisers Digest

Limited time only

Get 4 Hours of CPD

Getting Your Trust Documents Right


This webinar is help you develop a strong understanding of Trust Documentation to conduct a review of your current documentation knowing the common errors to look for


Who is this for?

Practising Accountants

This webinar is for all accountants and financial planners. Even if you don’t specialise in SMSF’s you still need a good working knowledge of pensions.


You will develop a strong understanding of all the details around pensions as well as strategies around maximising after-tax benefit from pensions.

When?

Session Dates (Sydney Time/AEDT):

Session 1: Wed, 12PM, 17th March 2021

Session 2: Monday, 12PM, 29th March 2021


If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 4 hours of CPD.


How much?

$397 Per Individual

OR

$1,191 Per Firm (Up to 6 Registrants) 

This is one payment only, and you will receive: 

- Unique links to attend the live sessions

- A certificate for 4 hours of CPD

- Digital recordings of the live sessions + presentation slides if you cannot attend live 

Here's What You Get From This Webinar

4 Hours of Training and a CPD certificate.

Specifically we will cover:

All the different types of pensions

When a pensions 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

Childrens’ pensions – taxation, Transfer balance issues, reporting

Pension Strategies: Use of segregation, Tax effective use of pensions, consolidations, Segregated or unsegregated assets...

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

PLUS, a 1 hour technical Q&A video where Peter provides his indepth responses to the questions asked during the live webinar session.

And much, much more....

Reserve Your Spot To Our Webinar

This masterclass webinar is one of eight SMSF webinars we have scheduled for 2021. It will provide you with comprehensive coverage on the topic: Pensions & Pension Strategies

If you would like to sign up for multiple special topic webinars throughout the year, we are offering special packages at attractive prices. 


Reserve your spot to our Pensions & Pension Strategies training, or check-out our special webinar packages below.


Upon registration, you will get your spot reserved to our live webinar sessions. 


PLUS, you will also get a 1-hour technical Q&A video after the live session where Peter provides his extended responses to any questions asked during the live session.

Individual Purchase

Pensions & Pension Strategies

One Payment of $397

4 Hours of CPD

Replay of each live session will be available after the session

Same Firm Purchase

Pensions & Pension Strategies

One Payment of $1,191

Register Up To 6 Colleagues

Each registrant will receive 4 Hours of CPD

Replay of each live session will be available after the session

Multiple Webinar Purchases

Access to to 8 webinar topics scheduled for 2021

Discounted Prices with FREE Bonuses

Up to 29 Hours of CPD

Replay of each live webinar will be available after the session

FREE bonuses:

FREE 12 month access to our SMSF Video Vault (Valued at $444)

Session Dates (Sydney Time/AEDT):

Session 1: Wed, 12PM, 17th March 2021

Session 2: Monday, 12PM, 29th March 2021

Session Dates (Sydney Time/AEDT):

Session 1: Wed, 12PM, 17th March 2021

Session 2: Monday, 12PM, 29th March 2021

About Your Web 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 Johnson

Your Webinar Presenter 

Develop a thorough understanding of all the details and strategies around pensions to better serve your clients...

What Peter's Clients Have Said About Advisers Digest

What Peter's 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 could'nt 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: Is this webinar simply for viewing or will I be able to interact and ask questions?

The 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. 

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

Definitely! This online masterclass is for all accountants and financial planners. Even if you don’t specialise in SMSF’s you still need a good working knowledge of pensions.

You will develop a strong understanding of all the details around pensions as well as strategies around maximising after-tax benefit from pensions.

Q: Do you have money back guarantee?

Yes, if you attended the the session and didn't find it useful, please email us info@advisersdigest.com.au on the same day before 5pm. 

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. 

If you didn't show up on the session, and there's NO refund available, recordings will be made available to you after the session. 

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

We don't run these webinar sessions on a regular basis, so we'd encourage you to book this session. We will record the session, that means you will be provided with a digital recording of the webinar after the session finishes.

Q: What if I can only attend the online session?

That is no problem at all. Following the live webinar session, we will deliver you with a recorded copy. 


We understand that you may be busy during those dates and you would rather watch/learn at your own pace and that is fine. You are more than welcome to reserve your spot and not attend, if you wish to simply receive the recorded copies. 


In this instance, you will still receive your 4 hours of CPD.

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 the session. Access to this recording will be available for 12 months.

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

Yes, we will issue a certificate accrediting you with 4 hours of CPD Training. 

Develop a thorough understanding of all the details and strategies around pensions to better serve your clients...

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