Exclusive Online Masterclass for Practising Accountants

→ 1st session starts 12:30PM, Wednesday, 10 July 2024 (AEST)

Got Questions? E: info@advisersdigest.com.auP: (02) 9159 3969

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July 2024 

Succession Planning Masterclass

Many businesses are being run by owners who wish to see the business continue following their retirement or death. But to ensure that this happens smoothly there is a lot of planning that needs to take place and the accountant is best placed to facilitate and lead that planning.
In this Masterclass, Jo-anne Hotston will tease out all the issues around succession planning for business owners and offer up options for solutions that you can help put in place.

Join Our Live Masterclass

with Jo-anne Hotston

Leading Tax Trainer

Limited time only

Get 3 Hours of CPD

Succession Planning


Times are based on Eastern Standard Time

Session 1

12:30PM, Wednesday, 10 July 2024 (AEST)

Session 2

12:30PM, Wednesday, 17 July 2024 (AEST)​​

This is live session and delivered via webinar, you can join us from anywhere.


Practising Accountants

This is particularly relevant to anyone who advises clients about succession planning.
There are three hours worth of valuable information where you will get a thorough understanding of all the details around the planning requirements for succession


$399 Per Individual OR$999 Per Firm (Up to 6 Registrants)

This is one payment only, and you will receive:
- Access to two exclusive live webinars via unique links. - A certificate for 3 hours of CPD - Digital recordings of the live sessions + presentation slides if you cannot attend live.

Here's what you get from

this masterclass

3 Hours of Training and a CPD certificate.

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

Each session is an engaging 90 minutes, weekly webinar - Ask questions & interact with the presenter Jo-anne Hotston.

This informative masterclass will:

Explore the complex landscape of succession planning. Jo-anne Hotston will discuss the necessity of early and thoughtful preparation to ensure a smooth transition and continuation of business operations after the owner's departure due to retirement or death. Participants will gain an understanding of the various challenges involved in succession planning and the critical role that accountants play in navigating these challenges.

Jo-anne Hotston will also tease out all the issues around succession planning for business owners and offer up options for solutions that you can help put in place.

Reserve Your Spot To

Our Masterclass

Register for our Succession Planning Masterclass by selecting one of the payment options below.

Session Dates (based on Eastern Standard Time (AEST)Session 1 - 12:30PM, Wednesday, 10 July 2024 (AEST) Session 2 - 12:30PM, Wednesday, 17 July 2024 (AEST)​​

You will receive live access to the webinar sessions, as well as digital recordings and slides if you cannot attend live.

Individual Purchase


or $299 for Members

3 Hours of CPD + Recordings & Slides

Complete Tax CPD
(40 Hours CPD/Year)

Access to:10 Tax Special Topic Masterclasses/Year10 Tax Update Webinars/Year

40 Hours of CPD100% Online, All in the same place

Same-firm buy '3 get 3 free' package available

Recording of each live session will be available after the session

Firm Package (Same firm only)


Pay for less than 3, Save $1,385

Register Up To 6 Colleagues

Each registrant will get 3 hours of CPD + recordings & slides

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 which 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 Masterclass Presenter

Learn From One of Australia´s Industry Experts

Leading Tax Trainer Jo-anne Hotston

• Over 25 years of experience • Founder of TaxBytes • Monthly Presenter on CPE.TV • Regular presenter: CAANZ, TTI
Jo-anne is a sought-after corporate trainer and presenter. Since starting TaxBytes in 1995, Jo-anne has built a deeply loyal client base. Jo-anne is a regular presenter for the major professional associations including the Chartered Accountants Australia & New Zealand (CAANZ) and the Tax Institute of Australia (TTI), and is a monthly presenter on CPE.TV. Jo-anne has also been a consultant at a Big Four accounting firm where she provided tax training to their clients. 

         Jo-anne Hotston             Leading Tax Trainer

A comprehensive masterclass about Succession Planning to better serve your clients....

What Our 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, 


"I couldn't 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


Asked Questions

Q: Is this masterclass simply for viewing or will I be able to interact and ask questions?

Each session will be structured as 80 minutes of explanation followed by 10 minutes of Q&A. You can have any questions/queries addressed during this time. If you have any questions regarding this special topic, simply send an email to us and Peter will address it in the next live session.

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

Definitely! This is particularly relevant to anyone who advises clients about succession planning or those who could potentially deal with them. There are three hours worth of valuable information where you will get a thorough understanding of all the details around it.

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

This masterclass is essential for practising accountants. We will record the sessions, and you will be provided with access to a digital recording of the live webinars after each session finishes.

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 each session. The recordings will be available to watch for 90 days.

Q: Do you have money back guarantee?

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

A refund will occur with the processing fee charged by Stripe as the fee won't be returned to us on your initial transaction. 

For example, for a $299 purchase, the processing fee would be $9. For a $399 purchase, the processing fee would be $11. For a $999 firm package purchase, the processing fee would be $17.

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

Yes, we will issue a certificate providing you with 3 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 the 90 days of your recording access. This will allow us to issue a formal CPD certificate. 

A comprehensive masterclass about Succession Planning to better serve your clients....

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