Exclusive Online Masterclass for Practising Accountants
→ 1st session starts 12:30PM, Thursday, 8 February 2024 (AEDT)
Got Questions? E: info@advisersdigest.com.auP: (02) 9159 3969
SUPERANNUATION DEATH BENEFITS MASTERCLASS FEBRUARY 2024
Advising on superannuation death benefits is about two things. Making sure the death benefit goes where the client wants it to go and then with the minimum of taxes.
In this masterclass Peter will talk about the legal side of death benefits and then move on to taxation and strategies. It is not just for SMSF advisers but for anyone who is accumulating wealth in superannuation and intends to leave an estate to their children.
Join Our Live Masterclass
with Peter Johnson
Founder of Advisers Digest
Limited time only
Get 3 Hours of CPD
Superannuation
Death Benefits
WHEN?
Times are based on Eastern Daylight Time
Session 1
12:30 PM, Thursday, 8 February 2024 (AEDT)
Session 2
12:30 PM, Thursday, 15 February 2024 (AEDT)
This is live session and delivered via webinar, you can join us from anywhere.
WHO IS THIS FOR?
Practising Accountants
This is particularly relevant to anyone who advises clients about superannuation death benefits. There are three hours worth of valuable information where you will get a thorough understanding of all the details around death benefits.
HOW MUCH?
$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 minute, weekly webinar - Ask questions & interact with the presenter Peter Johnson.
This informative masterclass will include the following topics across two weeks:
The legal side of death benefits (who to, when and how must they be paid)
The impact of Death on Transfer Balance Accounts (including death benefit pensions)
Death Benefit Nominations
Relevant Court Cases
Life Insurances
Strategies and Case Studies
Taxation of Death Benefits
Reserve Your Spot To
Our Masterclass
Register for our Superannuation Death Benefits by selecting one of the payment options below.
Session Dates (based on Eastern Daylight Time (AEDT)Session 1 - 12:30PM, Thursday, 8 February 2024 (AEDT)
Session 2 - 12:30PM, Thursday, 15 February 2024 (AEDT)
You will receive live access to the webinar sessions, as well as digital recordings and slides if you cannot attend live.
Individual Purchase
$399
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)
$999
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
Peter Johnson
Peter JohnsonFounder of Advisers Digest
- 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)
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.
A comprehensive masterclass about superannuation death benefits 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,
www.deanrobinson.com.au
"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
Frequently
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 superannuation death benefits 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 superannuation death benefits.
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 first session and didn't find it useful, please email us info@advisersdigest.com.au on the same day before 5pm 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.
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 14 days from the time the recording becomes available. This will allow us to issue a formal CPD certificate.
A comprehensive masterclass about superannuation death benefits to better serve your clients....
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