SMSF Video Vault
Instant access to 250+ SMSF technical videos from real queries sent in by practising accountants.
Answers for All Your
Client’s Challenging Queries
If you ever come across tricky SMSF questions and unsure how to tackle it for your clients,the SMSF video vault is your go-to SMSF library where you can search a relevant topic and tap into Peter’s wisdom.
Those short SMSF videos are easy to understand,Peter explains each query in detail, and currently there are 250+ videos in the vault waiting for you to explore.
It not only helps sharpen your SMSF knowledge but helps you become a trusted adviser so that your client goes back to you for advice over and over again.
On top of those 250+ videos in the vault, every week, we release 1 NEW video on cases received from SMSF advisers/practising accountants and we show you how to tackle those tricky SMSF matters for your clients.
Who Is The
SMSF Video Vault For?
If you own an accounting firm…
This is an easy way to train
your staff up in SMSF matters. Why not put up an SMSF case to crack in each board meeting?
You are looking to advance your SMSF skills or knowledge…
Once you purchase a subscription, our SMSF Video Vault is open to you 24/7. This is the best place to learn at your own pace and expand your knowledge of SMSFs.
Your business provides SMSF advice..
Know all the in’s and out’s of SMSF so that you can provide your clients with the best advice and use our vault your SMSF knowledge guide.
What Is The
SMSF Video Vault
Get access to 250+ technical videos that tackle difficult SMSF queries sent in by real accountants. Plus, 1 new video is released every week to your training portal. Watch the videos anytime you
Discover clear solutions for cases submitted by real practising accountants, and you might find relevant information you are looking for, easily find your topic using our search directory.
Learn from our director – Peter Johnson, an SMSF expert who has been providing advice to accountants since 1996. You get a clear and concise answer in each video.
What Topics
Are Covered
There are 250+ videos covering 40+ topics in the training portal, and we continue to add 1 new SMSF technical video every week.
Categories include:
- Accessing Super Benefits
- Acquisition of Assets from a Member
- AFSL
- APRA funds
- Audit Issues
- Benefit Payments
- Business in SMSF
- Business Real Property
- Buying Property in SMSF
- Changing Trustees
- Contributions
- Death Benefits
- Definition of an SMSF
- Definition of SMSF Trust Deeds
- Divorce
- Family Trusts
- Franking Credits
- In-House Assets
- Land Tax
- LRBA
- Non Arms Length Income
- Pensions
- Property In SMSF
- Related Party Loans
- Related Unit Trusts
- Reserves
- Residency
- Small Business Concessions
- SMSF Investments
- Stamp Duty
- Structures
- Taxation of Super
- Trust Beneficiaries
- Trust Deeds
- Trustee Covenants
- TSB/TBC
- Unit Trusts
Take a Sneak Peak
of Our Videos…
Episode #64 – Is Changing From a Company to a Sole Trader a Scheme from Early Access at Age 60?
Episode #82 – What Are The Rules For A Fund To Lend To A Related Company?
What’s On
Offer?
Subscribe and receive 1 NEW video EACH week & access to 250+ videos in the vault.
Never miss any videos again!
Frequently
Asked Questions
A: Provided you as an accountant do not advise the client what asset mix they should choose, or whether or not to hold life insurance through their fund, then this will not be the provision of financial advice.
A: There is an approximate time of 1 week turnaround in receiving investment strategy. To avoid further time delays, please ensure that your client fills out the form as much as they can.
A : Please note all materials are copyright 2019 Advisers Digest Pty Ltd all rights reserved. You may not be reproduce any of our materials without the express permission of the copyright holder. If you wish to purchase a license to use the materials on an ongoing basis please contact us.
A: Provided you as an accountant do not advise the client what asset mix they should choose, or whether or not to hold life insurance through their fund, then this will not be the provision of financial advice.
A: The letter would have only been sent to Self-Managed Super Funds and their auditors whom the ATO believes that their SMSF may hold 90% or more of it’s investments in one asset, or a single asset class.
A: Your purchase is the final sale so there’s no refund. Once your order is placed, you will be able to download the questionnaire immediately. All you need to do is completing the form as much as you can, then passing the form to your client to complete the rest. Return the completed form to us so that we can get this investment strategy done with diversification considered.
A: Provided you as an accountant do not advise the client what asset mix they should choose, or whether or not to hold life insurance through their fund, then this will not be the provision of financial advice.
A : As we aim to keep our price low, all transactions must be done online. We don’t process manual invoices so that it saves time and helps us keep all orders in one system.
What Our Clients Have Said About Advisers Digest
Our Popular Services
& Training
SMSF Advice On Tap
Need technical support for your tricky SMSF issues?
Investment Strategy
Fully compliant investment strategy that demonstrates that the trustees have considered the risks of inadequate diversification
Complex Matters
Need an SMSF expert to help you solve complex matters for your clients? Speak to Peter Johnson directly.
Online CPD For SMSF Auditors
Complete your specified SMSF CPD requirements online
Ongoing CPD For SMSF Accountants
Build on your current SMSF knowledge and equip yourself with technical skills and knowledge.
Complete Tax CPD
Complete your yearly CPD requirements EASILY, with quality training from top tax presenters. 40 hours CPD/Year, one certificate, one great price.
Monthly Tax Update Webinars
Stay up to date with all the important changes to tax/accounting with our monthly tax update webinars package.
SMSF Webinars In 2021
We’ve scheduled 8 exclusive webinars in the area of SMSFs in 2021. Get up to 29 Hours of CPD.
Death Benefits Masterclass
Sharpen your knowledge on all things pertaining to death benefits to better serve your clients.
Financial Statement Preparation Program
Complete your 4 hours of Financial Statement Preparation Training CPD requirements as an SMSF Auditor easily.
SMSF Video Vault
250+ Videos covering 40+ categories relating to SMSF, Trusts, Company topics at the click of a button.
Accountants Video Vault
Short Technical Videos covering important topics of Tax/Accounting, easily accessible anywhere & anytime.
Upcoming Training
Find out all about our upcoming online & in-person training events, webinars and masterclasses.
Live Webinar Replays
Get instant access to special webinars covering important topics that we have covered in the past.
CPD in Paradise Noosa 2025, RACV Noosa Resort
24 & 25 July 2025 (Thursday & Friday), 14 Hours of CPD
We’re bringing CPD in Paradise 2 day conference for accountants to Sunshine Coast. Why not plan a tax-deductible working holiday that covers 14 hours of CPD, two days of industry expert presentations, and all located in the tropical Sunshine Coast.
Not only do you have the opportunity to mingle, network and enjoy the company of other like-minded accountants during our 2-day event, we also have a few extras to enjoy including our 2 hour welcome drinks* and 3-course dinner*.
*drinks and dinner available for purchase separately
You’ll also receive 14 CPD hours from CPD in Paradise (7 hours per day). So make sure to book your seat now!
Trusts Workshop 2025 (Melbourne, Gold Coast & Sydney) by Peter Johnson
21 March, 9 May and 6 June, 7 Hours of CPD
Accountants have long worked with trusts, but most of what we know comes from on-the-job learning, passed down through experience rather than formal training. Unless we pursue postgraduate studies, our understanding is often limited to trusts as business structures and their taxation.
Dates and Locations:
Melbourne – Batman’s Hill on Collins
9:00 AM – 5:30 PM, Friday, 21 March 2025
Gold Coast – Advisers Digest’s Southport Office
9:00 AM – 5:30 PM, Friday, 9 May 2025
Sydney – Rydges Sydney Central
9:00 AM – 5:30 PM, Friday, 06 June 2025
Over seven hours, you’ll gain the knowledge and confidence to handle trusts effectively in today’s complex environment.
Trusts Workshop 2025 (Melbourne, Gold Coast & Sydney) by Peter Johnson
21 March, 9 May and 6 June, 7 Hours of CPD
Accountants have long worked with trusts, but most of what we know comes from on-the-job learning, passed down through experience rather than formal training. Unless we pursue postgraduate studies, our understanding is often limited to trusts as business structures and their taxation.
Dates and Locations:
Melbourne – Batman’s Hill on Collins
9:00 AM – 5:30 PM, Friday, 21 March 2025
Gold Coast – Advisers Digest’s Southport Office
9:00 AM – 5:30 PM, Friday, 9 May 2025
Sydney – Rydges Sydney Central
9:00 AM – 5:30 PM, Friday, 06 June 2025
Over seven hours, you’ll gain the knowledge and confidence to handle trusts effectively in today’s complex environment.
Trusts Workshop 2025 (Melbourne, Gold Coast & Sydney) by Peter Johnson
21 March, 9 May and 6 June, 7 Hours of CPD
Accountants have long worked with trusts, but most of what we know comes from on-the-job learning, passed down through experience rather than formal training. Unless we pursue postgraduate studies, our understanding is often limited to trusts as business structures and their taxation.
Dates and Locations:
Melbourne – Batman’s Hill on Collins
9:00 AM – 5:30 PM, Friday, 21 March 2025
Gold Coast – Advisers Digest’s Southport Office
9:00 AM – 5:30 PM, Friday, 9 May 2025
Sydney – Rydges Sydney Central
9:00 AM – 5:30 PM, Friday, 06 June 2025
Over seven hours, you’ll gain the knowledge and confidence to handle trusts effectively in today’s complex environment.
CPD in Paradise Noosa 2025, RACV Noosa Resort
24 & 25 July 2025 (Thursday & Friday), 14 Hours of CPD
We’re bringing CPD in Paradise 2 day conference for accountants to Sunshine Coast. Why not plan a tax-deductible working holiday that covers 14 hours of CPD, two days of industry expert presentations, and all located in the tropical Sunshine Coast.
Not only do you have the opportunity to mingle, network and enjoy the company of other like-minded accountants during our 2-day event, we also have a few extras to enjoy including our 2 hour welcome drinks* and 3-course dinner*.
*drinks and dinner available for purchase separately
You’ll also receive 14 CPD hours from CPD in Paradise (7 hours per day). So make sure to book your seat now!
Trusts Workshop 2025 (Melbourne, Gold Coast & Sydney) by Peter Johnson
21 March, 9 May and 6 June, 7 Hours of CPD
Accountants have long worked with trusts, but most of what we know comes from on-the-job learning, passed down through experience rather than formal training. Unless we pursue postgraduate studies, our understanding is often limited to trusts as business structures and their taxation.
Over seven hours, you’ll gain the knowledge and confidence to handle trusts effectively in today’s complex environment.
Sign Up For Our FREE Bi-Weekly Technical Advice Video Series
Part IVA Scope And Effect Of The General Tax Avoidance Regime
Online Masterclass – Presented by Peter Adams, 3 Hours of CPD
Session 1: 12:30 – 2 PM, Thursday, 6 February 2025 (AEDT)
Session 2: 12:30 – 2 PM, Thursday, 13 February 2025 (AEDT)
Australia’s Part IVA anti-avoidance regime poses significant risks, with severe penalties for non-compliance. Recent increases in ATO audit activity make understanding these rules more critical than ever.
Our masterclass covers Part IVA’s essential elements and the ATO’s authority, equipping you with practical knowledge to protect clients while ensuring compliance.
When To Hold Capital Assets
In A Company
Live Webinar – Presented by Peter Johnson, 1 Hour of CPD
12 PM, Tuesday 25 February 2025 (AEDT)
Traditionally, accountants advise against holding capital growth assets in a company due to the lack of CGT discounts.
However, modelling shows there are many cases where a company is the better investment vehicle, even for CGT events happening now.
Join Peter in our webinar to uncover the tax benefits and scenarios where holding assets in a company makes the most sense.
When To Hold Capital Assets
In A Company
Live Webinar – Presented by Peter Johnson, 1 Hour of CPD
12 PM, Tuesday 25 February 2025 (AEDT)
Traditionally, accountants advise against holding capital growth assets in a company due to the lack of CGT discounts.
However, modelling shows there are many cases where a company is the better investment vehicle, even for CGT events happening now.
Join Peter in our webinar to uncover the tax benefits and scenarios where holding assets in a company makes the most sense.
Part IVA Scope And Effect Of The General Tax Avoidance Regime
Includes: Filling the Room – How to Grow Your Client Base With A Property Webinar – Presented by Peter Johnson, 1 Hour of Practice Management CPD
12:00 PM, Tuesday, 13 October 2026 (AEDT)
Property is one of the easiest ways to start a meaningful conversation with clients — and potentially uncover new tax advisory work.
The Client Conversation Pack gives you a ready-to-use seminar or webinar you can run under your own firm’s name, including the presentation deck, campaign copy, client handouts, technical playbook, modelling tools and engagement template.
You’ll also receive Filling the Room — How to Grow Your Client Base With a Property Webinar, where Peter Johnson shows you how to attract the right clients, run the session and turn the follow-up into billable work.
This session provides 1 Hour of CPD — Practice Management.
Join us live online and secure your place today ↓
When To Hold Capital Assets
In A Company
Live Webinars – Presented by Peter Adams, 3 Hours of CPD
Instant Access to Session 1 Recording
Session 2: Wednesday, 14 October 2026, 12:30PM (AEDT)
Employee share schemes can look straightforward until you get to the taxing point, the CGT treatment, the FBT interaction and whether the start-up concessions actually apply.
This masterclass works through how Division 83A applies in practice, including taxed-upfront and deferred-taxing schemes, the CGT consequences on disposal, the special rules for eligible start-up companies and the ATO reporting obligations that come with them. The focus is on giving accountants a clear framework for identifying the tax treatment and the issues that need to be considered before advising on an ESS arrangement.
This session provides 3 hours of CPD.
Join us live online and secure your place today ↓
The Accidental Property Developer
Live Webinar – Presented by Peter Johnson, 1 Hour of CPD
12:00 PM, Tuesday, 24 November 2026 (AEDT)
Many of your clients will be asking about the EET election this year. It’s an attractive option: part of the income goes to a company at 25%, and the trust stays exactly as it is.
The question you’ll need to answer is what happens when that client sells the business. One of the biggest advantages of trading through a trust has always been how the capital gain on goodwill can be distributed. With an EET election in place, part of that gain has to go to the company, unless the election is revoked and 47% is paid in the year of revocation.
In this one-hour webinar, I’ll model a sale through a trust with an EET election, with part of the gain going to mum, part to dad and part to the company. We’ll compare the outcomes and work out which of the three paths is right for your client.
Join us live online and secure your place today ↓
