Exclusive Online Masterclass for Practising Accountants

→ Session 1 - Wednesday, 11am, 5th October 2022 (AEDT)

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SUPERANNUATION DEATH BENEFITS

Join Our Live Masterclass

with Peter Johnson

Founder of Advisers Digest

Limited time only

Get 3 Hours of CPD

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 to.
There is a lot of planning that needs to go into death benefits, and we need to understand all the legalities around it. This masterclass will give you an in depth explanation of the rules and legalities surrounding death benefits across two webinar sessions.

This online training will run as 2 weekly webinar sessions.

Session 1Wednesday, 11am, 5th October 2022 (AEDT)
Session 2 Wednesday, 11am, 12th October 2022 (AEDT)

Superannuation 

Death Benefits 

Who Is This For

Practising Accountants

There is a lot of planning that needs to go into death benefits, and we need to understand all the legalities around it, you don’t necessarily have to be an SMSF specialist. This masterclass will give you an in depth explanation of the rules and legalities surrounding death benefits across two webinar sessions.

How much?

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

This is one payment only, and you will receive: - Unique webinar link to attend session 1 & 2- A certificate for 3 hours of CPD- Digital recordings of the live sessions + presentation slides if you cannot attend live 

When?

Times are based on Sydney Time (AEDT)
Session 1
Wednesday, 11am, 5th October 2022 
Session 2Wednesday, 11am, 12th October 2022

(90 MINUTES PER SESSION)

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

Here's what you

Get From This Masterclass 

3 Hours of CPD

Join our live masterclass to get a thorough understanding of all the details around pensions. 

Specifically, we will be covering:

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...

Reserve Your Spot 

To Our Masterclass 

This tax special topic masterclass is one of six special topic training we have scheduled for 2022. It will provide you with comprehensive coverage on the topic: Superannuation Death Benefits


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

Bundle Package

Get Access to ALL SMSF Webinars & Masterclasses in 2022

6 Unique Topics
$1,697

29 Hours of CPD

Replay of each live session will be available after the session

FREE 12-month access to our SMSF Video Vault (Valued at $564, 250+ technical videos)

Single Purchase

Superannuation Death Benefits Masterclass

One Payment of $399for individuals

3 Hours of CPD

Times are based on Sydney Time (AEDT) Session 1 - Wednesday, 11am, 5th Oct 2022Session 2 - Wednesday, 11am, 12th Oct 2022

Replay of each live session will be available after the session

Replay of each live session will be available after the session

Firm Package

Superannuation Death Benefits Masterclass

Same Firm Package Available$999


Register Up To 6 Colleagues

3 Hours of CPD

Times are based on Sydney Time (AEDT) Session 1 - Wednesday, 11am, 5th Oct 2022 Session 2 - Wednesday, 11am, 12th Oct 2022

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 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. 

- 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 the rules around Superannuation Death Benefits to better serve your clients...

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,

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

Definitely! This is relevant to anyone who advises clients about super, you don’t necessarily have to be an SMSF specialist. 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 to. There is three hours worth of valuable death benefits information where you will get a thorough understanding of all the rules and legalities surrounding 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, that means you will be provided with a digital recording of the live webinars after each session finishes.

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: 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: 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 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 the rules around Superannuation Death Benefits to better serve your clients...

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