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Exclusive Online Masterclass for Practising Accountants

→ Session 3: 11 AM, Wednesday, 22 September 2021 (AEST)

Superannuation Death Benefits Masterclass

Superannuation Death Benefits. Not many of us think too much about them, but you should. Nearly every Court case involving SMSF is around the payment of Death Benefits when the money is to be paid to somebody that the deceased did not want it to be paid too.
There is a lot of planning that needs to go into death benefits, and we need to understand all the legalities around it. So, what sort of planning do we do with our clients? Following the Budget this year, things have gotten a little easier. 
We have developed a three-part death benefits masterclass followed by a one-hour Q&A session where we look at the rules and legal side around death benefits, insurances with superannuation, taxation of death benefits, and death benefits strategies to ensure you minimise death benefit taxes.

This online training will run as 3 weekly webinar sessions.Session 1: Instant access to the webinar recordingSession 2: Instant access to the webinar recordingSession 3: 11 AM, Wednesday, 22 September 2021 (AEST)

Join Our Live Masterclass

with Peter Johnson

Founder of Advisers Digest

Limited time only

Get 4 Hours of CPD

Superannuation Death Benefits Masterclass

Who Is This For

At Advisers Digest we are fielding more and more questions regarding death benefits and it is now quite clear that accountants need more education around the laws and strategies pertaining to superannuation death benefits.

Practising Accountants

How much?

This is one payment only, and you will receive: - Access to three exclusive live webinars via unique links. - A certificate for 4 hours of CPD- Digital recordings of the live sessions + presentation slides if you cannot attend live.

$399 Per IndividualOR$999 Per Firm (Up to 6 Registrants) 


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

Times are based on Sydney Time (AEST)Session 1: Instant access to the webinar recording 
Session 2: Instant access to the webinar recordingSession 3: 11 AM, 22 September 2021

Here's what you get from this masterclass

4 Hours of Training and a CPD certificate.

This masterclass will look in-depth at the rules and legalities surrounding death benefits across three webinar sessions. We will cover the following:

Rules and legal side around death benefits

Insurances with superannuation

Taxation of death benefits 

Death benefit strategies to ensure you minimise death benefit taxes 

And much, much more...

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

Each session is an engaging 1-hour, weekly webinar - Ask questions & interact with the presenter Peter Johnson.

PLUS an additional 1-hour technical Q&A video, where Peter provides his comprehensive responses to the questions asked during the live session. This will be uploaded after the last session...

How We Issue Our CPD Certificates

As of 1st of  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.

What's Been Covered? 

Session 1 Snippet

Session 2 Snippet

In Sessions 1 & 2 of our Superannuation Death Benefits Masterclass, Peter covered: - The laws regulating Death Benefits - Who is considered a dependant - When and how to pay death benefits- Changing Trustees after death - Death Benefit Nominations- SIS Rules & Death Benefits Insurance - Tax Deductions in Insurance - Taxation: Paying to a Dependant - Taxation: Payment to a Child - Taxation: Payment to a Non-Dependant - Reversionary Pensions - And much, much more…

Register for our SMSF Masterclass and get instant access to the recording for Sessions 1 & 2 and join us LIVE for Session 3, and the presentation slides.

Reserve Your Spot To Our Masterclass

This tax special topic masterclass is one of eight special topic training we have scheduled for 2021. It will provide you with comprehensive coverage on the topic: Superannuation Death Benefits

Reserve your spot to our Superannuation Death Benefits Masterclass training below:

Single Purchase

Superannuation Death Benefits Masterclass

One Payment of $399for individuals

4 Hours of CPD

Times are based on Sydney Time (AEST) Session 1: Instant access to the recordingSession 2: Instant access to the recordingSession 3: 11 AM, 22 September 2021

Replay of each live session will be available after the session

Firm Package

Superannuation Death Benefits Masterclass

Same Firm Package $999 (Save$1,395)

Register Up To 6 Colleagues

4 Hours of CPD

Times are based on Sydney Time (AEST) Session 1: Instant access to the recordingSession 2: Instant access to the recordingSession 3: 11 AM, 22 September 2021

Replay of each live session will be available after the session

Replay of each live session will be available after the session

Get access to all of Peter Johnson's SMSF webinars for 2021

 $1697 (Save $335)One time payment 

29 Hours of CPD

Topics covered: - Pensions & Pension Strategies - Contributions & Strategies - Partnerships & Joint Ventures- Superannuation Death Benefits - Special Disability Trusts- Trust Documentation- 2 x Bi-annual SMSF Update Webinars
FREE 12 month access to our SMSF Video Vault (Valued at $564)

Replay of each live session will be available after the session

2021 SMSF Webinar Package

Replay of each live session will be available after the session

About Your Webinar 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.

Register for this masterclass to develop a thorough understanding of all the details and strategies around pensions.

- 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 Johnson

Your Web Presenter 

Develop a thorough understanding of the laws and strategies pertaining to superannuation death benefits...

What Our Clients Have Said About Peter Johnson

"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

Frequently Asked Questions

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

Definitely! This is particularly relevant to anyone who advises clients about superannuation, and especially for those who'd like more education around the laws and strategies pertaining to superannuation death benefits.

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

Each 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 questions regarding this special topic, simply send an email to us and Peter will address it in the next live session.

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, that means you will be provided with a digital recording of the live webinars after each session finishes.

Q: Do you have money back guarantee?

Yes, if you attended the first session and didn't find it useful, please email us 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. 

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.

Develop a thorough understanding of the laws and strategies pertaining to superannuation death benefits...

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