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Exclusive for Practising Accountants

In-person 4 Hour Workshop in Sydney CBD

Pensions & Pension Strategies

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 $1.6 million in super.


PLUS, gain 4 hour towards your CPD training from this workshop.


with Peter Johnson

Founder of Advisers Digest

Thursday, 11 November 2020
9:00 AM - 1:00 PM

Live in our Sydney CBD office

Limited Spots Remaining

Join Our Live Workshop

Limited spots, first in, first served

When?

9:00 AM - 1:00 PM
Thursday, 11 November 2020

This workshop is hosted live in Peter's Sydney CBD office.
Morning tea & refreshments will be provided.

How much?

This is one payment only, providing you with access to our live workshop and Peter Johnson. The workshop is hosted live in his Sydney CBD office.

Special Price
$497

Who Is This Workshop For?

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

Who is this for?

This workshop will cover all the rules about pensions and especially the Transfer Balance Cap issues. We will then look at the practicalities of pension and also some pension strategies.

Practising Accountants

Limited spots, first in, first served

Here's what you get from this workshop

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 Including: Use of Segregation , Tax Effective use of Pensions, Consolidations, Segregated or Unsegregated Assets 

Live technical responses to any questions that you may have.

And much, much more....

Limited spots, first in, first served

Special Limited Time Offer


Bundle Our Advisers Digest Workshops and save $104


+ Contributions & Strategies Workshop

+ Property & SMSFs Full Day Workshop


(Get an additional 11 hours of CPD)

Property and SMSFs, they go hand in hand. If you are into SMSFs then you must also be into property. That is what they are all about.


But the rules are complex. Really complex. The ATO just had to release a detailed bulletin about all the mistakes being made to do with property developments.


There are people paying double stamp duty on property purchases, there are seminars promoting schemes that will result in NALI.


There is just so much to be aware of.  This is why we have developed a full day SMSF & Property workshop. Yes, a full day. There really is that much to cover.

9am - 5pm, Friday, 4 December 2020

The world has changed significantly with regards to contributions and more than ever you need to look closely at your contribution strategies if you want to really maximise the money you have in super when you retire.


When is the best time to start making non-concessionals? What happens if my brother contributes on my behalf? Why is a cheque better than an electronic transfer? What is the real cost of contribution for a 20 year old child?


This workshop will look first at all the types of contributions, then at the taxation of contributions and finally all the latest on contribution strategies


9am - 1pm, Friday, 11 December 2020

Limited spots, first in, first served

Location + COVID 19 Plan

The workshop will be hosted at the Sydney CBD office


Suite 450 Level 5/311 Castlereagh St, Sydney NSW 2000


We have organised the desks to comply with social distancing rules. We will have hand sanitisers available for all attendees. 


Morning tea will be handled by us to minimise contact as much as possible.

Limited spots, first in, first served

Reserve Your Spot To Our Workshops

Reserve your spot to our Pensions & Pension Strategies Workshop. 


This will be hosted live in Peter's office in the Sydney CBD. We will provide you with printed presentation slides as well as morning tea & refreshments

Single Workshop

Get 4 Hours of CPD

Interact with Peter Johnson in a small & intimate setting 100% compliant with Covid-safe guidelines

Limited spots, first in, first served

Pensions & Pension Strategies

One Time Payment

$497

9:00 AM - 1:00 PM

Thursday, 12 November 2020

2 Workshop Bundle

Get 8 Hours of CPD

Interact with Peter Johnson in a small & intimate setting 100% compliant with Covid-safe guidelines

Limited spots, first in, first served

Pensions & Pension Strategies

One Payment

$897 (Save $97)

9:00 AM - 1:00 PM

Thursday, 12 November 2020

9:00 AM - 1:00 PM

Friday, 11 December 2020

3 Workshop Bundle

Get 15 Hours of CPD

Interact with Peter Johnson in a small & intimate setting 100% compliant with Covid-safe guidelines

Limited spots, first in, first served

Pensions & Pension Strategies

One Payment

$1497 (Save $104)

9:00 AM - 1:00 PM

Thursday, 12 November 2020

9:00 AM - 1:00 PM

Friday, 11 December 2020

9:00 AM - 5:00 PM

Friday, 4 December 2020

Live At Rydges World Square, Sydney CBD

Live in Peter's Sydney CBD Office

About Peter Johnson

- 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) 


Your Workshop 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 even specialised SMSF auditor CPD training.

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

Limited spots, first in, first served

"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. "

What Peter's Clients Have Said

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

Definitely! This workshop will cover all the rules about pensions and especially the Transfer Balance Cap issues. We will then look at the practicalities of pension and also some pension strategies. 

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

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.

 

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

Q: Why should I register for this workshop?

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

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

Q: Do you have money back guarantee?

Refunds are provided with 30 days notice before the first workshop starts as we only have 5 spots available. Please email info@AdvisersDigest.com.au .


There's no refund available afterwards but you can send a substitute on your behalf with minimal 5 days notice via an email.

Frequently Asked Questions

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

Limited spots, first in, first served

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