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The session starts in...(Book now ↓ and you don't want to miss it )

Got Questions? info@advisersdigest.com.au

Exclusive Online Webinar for Practising Accountants

→ Live Session : Friday, 12PM, 22nd October 2021 (AEDT)

Special Disability Trusts


Due to the success of the previous Special Disability Trusts webinar, and popular request for more on this topic - we've designed this webinar to address all you need to know, as well as any legislative changes regarding Special Disability Trusts. 
You may have clients with family members who are disabled and who will want you to help them plan for the long term care and accommodation of these relatives.
Learn all the ins-and-outs when it comes to Special Disability Trusts.

This training will run as one online webinar session beginning on:
Friday, 12PM, 22nd October 2021 (AEDT)

Join Our Live Webinar

with Peter Johnson

Founder of Advisers Digest

Limited time only

Get 2 Hours of CPD

Special Disability Trusts Webinar


This webinar is designed to give you a thorough basis on special Disability Trusts so that you will be in a better position to advise relevant clients.

Who is this for?

Practising Accountants

If your clients have family members that have severe disabilities, a special disability trust may be appropriate for the long term care and accommodation for the individual. 

How much?

$197 Per IndividualOR$591 Per Firm (Up to 6 Registrants) 

This is one payment only, and you will receive: - Unique link to attend the live session- A certificate for 2 hours of CPD- Digital recording of the live session + presentation slides if you cannot attend live 

When?

This is a live & online webinar that will be hosted on 12PM, 22 October 2021 (AEDT) If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 2 hours of CPD.

Friday, 12PM (AEDT)22nd October 2021

Here's What You Get From This Webinar

2 Hours of Training and a CPD certificate.

Specifically we will cover:

What is a Special Disability Trust?

When can you use a Special Disability Trust?

What are the alternatives to a Special Disability Trust? (Superannuation Pension, Special Needs Trust)

How do you establish a Special Disability Trust?

Centrelink and taxation consequences of a Special Disability Trust

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 tax special topic webinar is one of eleven special topic training we have scheduled for 2021. It will provide you with comprehensive coverage on the topic: Special Disability Trusts

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 Special Disability Trusts webinar training, or check out our special webinar packages below.
Upon registration, you will get your spot reserved for our 1-hour live webinar session. 
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

Special Disability Trusts Webinar

One Payment of $199

2 Hours of CPD

Replay  will be available after the session

Same Firm Purchase

Special Disability Trusts Webinar

One Payment of $597 (save $597) Register Up To 6 Colleagues

Each registrant will receive 2 Hours of CPD

Replay will be available after the session

Buy 3, Get Another 3 for FREE

Multiple Webinar Purchases

Access to up to 11 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 $564)

FREE 12 month technical advice support from Peter himself (Valued at $1,188)

How We Issue Our CPD Certificates

As of 1st  July 2021

Recently, the professional bodies have changed their Continuing Professional Development requirements (CAANZ CR7 and IPA Pronouncement 7).
Both CAANZ and the IPA are now requiring that you have "verifiable" CPD for at least 90 hours in a triennium.
If you watch a recording then this may not be considered formal training. Because of this we are now issuing different CPD certificates to ensure that those that attend live training can guarantee that this is verifiable CPD.


How do we issue our CPD certificates? ➜ Whilst you will still get the full hours on the certificate we will divide those hours into hours attended and hours watched online➜We have systems in place to allow us to monitor who attends and who actually views our online content and we need to show the professional bodies that we are ensuring that our subscribers are actually completing the training.
What counts as 'formal' and 'informal' training? If you attend a live webinar you will receive a certificate to say you attended (verified). Otherwise, you will receive a certificate to say you watched the recording. ➜ Whilst we would advise that you keep the slides etc we cannot guarantee that CAANZ or the IPA will consider watching a recording as being verified hours
But wait... You can gain 'verified' hours for pre-recorded sessions, you will just need to complete a short quiz at the end of the session within 14 days and if you pass then you will get the full hour as verified training. ➜ Within 14 days, if you opt-out of the test it will simply be an hour of training. This time frame will give you sufficient time to do your online training as well as give us a deadline to issue you a CPD certificate based on whether the quiz has been completed or not.
There is also now a push to mandate different types of training
IPA➜ The IPA has a totally new requirement from 1 July 2021 and this will require their members to complete 20 hours of Professional & Ethical Standards and another 20 hours of Management and Professional Skills. ➜ Don't worry, we will be offering alternate CPD pathways where you can choose to do 20 hours of the alternate topics along with 20 hours of tax training in a given year so you can gain your 120 hours. (Read about IPA changes here)
CA➜CAANZ now require you to complete 2 hours of ethics as part of your 120 hours over a triennium. We will provide one hour of ethics each year as part of our CPD program. To read more information about the CPD requirement changes from Chartered Accountants website, click here➜ To download Chartered Accountants' PDF/flyers containing the Key Changes To CPD Requirements, CR7 Continuing Professional Development and a FAQ, click here.

About Your Web PresenterPeter 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 special disability trusts. 

- 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 Special Disability Trusts To Better Advise 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. If you have any more questions regarding this special topic, simply send an email to us and Peter will address it in the next live session.

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

Definitely! At Advisers Digest we have identified that there is no training around for accountants on the topic of special disability trusts. You may have clients with family members who are disabled, and you will need to know how to plan for the long term care and accommodation of these members. 

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 within 48 - 72 hours after the session finishes. The recordings will be available for 90 days.

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

Yes, we will issue a certificate providing you with 2 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: 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. 

Develop A Thorough Understanding Of Special Disability Trusts To Better Advise Your Clients

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