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)
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.
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. "
"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. "
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 email@example.com 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...