Details|Modules|Presenter|Testimonials| FAQs |Order Now

Got Questions? P: 02- 9159 3969 E: info@advisersdigest.com.au

Exclusive For Practising Accountants

Tackling The Small Business CGT Concessions: A Series By Peter Johnson

The Small Business CGT concessions are complicated and require detailed review and careful tracking through the relevant legislation.
That's why we've developed our Tackling The Small Business CGT Concessions: A Series By Peter Johnson.
8 modules, 7 hours of CPD, zero hassle.

Get Program Now ▶︎

About This Program

The intricate nature of Small Business CGT Concessions can make understanding and utilising the concessions more difficult.
That's why we have made our Tackling The Small Business CGT Concessions: A Series By Peter Johnson, simple and convenient.
This program contains seven online modules plus a bonus module accessible by a simple click of the button.

You will receive 7 hours of CPD from this program.
Not only that but you will also receive access to 2 x 1-hour Q&A Recordings.

Tackling The Small Business CGT Concessions: A Series By Peter Johnson

This series will help you gain a detailed understanding of how to apply the concessions it will also assist you when structuring new clients or restructuring existing clients.

How much?

One Time Payment

$697

This is one payment only, and you will receive: - A weekly module containing a recording and quiz- A certificate for 7 hours of CPD total- Presentation slides, case studies and a workbook

Who is this for?

Practising Accountants

This online training is essential to any practising accountant who wants to provide advice regarding the Small Business CGT Concessions.

Get Program Now ▶︎

When?

Get immediate access to Module 1 of the series today.
This program consists of 7 interconnected modules designed to guide you through the intricacies of the Small Business CGT Concessions. We have also included a bonus module where Peter goes through case studies and how the concessions could or couldn’t be applied in each scenario.

Module 1:Small Business Concessions

Instant Access To Module 1

For your first week, you will gain instant access to the digital recording of module 1 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 3: Connected Entities & Affiliates

Module 3 Will Be Released In Your Third Week

In your third week, you will gain access to the digital recording of module 3 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 2:The Basic Conditions For Relief

Module 2 Will Be Released In Your Second Week

In your second week, you will gain access to the digital recording of module 2 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 4: $6 Million MNAV Test & The Active Asset Test

Module 4 Will Be Released In Your Fouth Week

In your fourth week, you will gain access to the digital recording of module 4 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 5:The 15 Year Exemption & The Small Business 50

Module 5 Will Be Released In Your Fifth Week

In your fifth week, you will gain access to the digital recording of module 5 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 6:Retirement Exemption & Roll Over Relief

Module 6 Will Be Released In Your Sixth Week

In your sixth week, you will gain access to the digital recording of module 6 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 7:Getting the Money Into Super

Module 7 Will Be Released In Your Seventh Week

In your seventh week, you will gain access to the digital recording of module 7 and any slides/notes. You will receive 1 hour of CPD for this module.

BONUS 2 x 1-hour Q&A Recordings

The Q&A's Will Be Released In Your Seventh Week

In your seventh week, you will gain access to the digital recordings of both bonus Q&A sessions and any slides/notes. You will receive no CPD for this module.

BONUS Module 8:Case Studies

Module 8 Will Be Released In Your Seventh Week

In your seventh week, you will gain access to the digital recording of module 8 and any slides/notes. You will receive no CPD for this module.

Get Program Now ▶︎

Breakdown of the Training Modules

This is a 7-module program, which enables self-paced learning according to your schedule.
Additionally, we have also included a bonus module where Peter goes through case studies and how the concessions could or couldn’t be applied in each scenario.
Here's what will be covered in each module:

1

Small Business Concessions

✓ What is a Small Business?
✓ Calculating Aggregated turnover✓ What concessions are available?✓ Small Business Roll-Over

3

Connected Entities & Affiliates

✓ Who is an Affiliate?✓ What is control?✓ Who controls a Company or a Trust?✓ Modified Connected Entity Rules✓ When is a spouse always your affiliate?✓ Indirect control of an Entity

2

The Basic Conditions For Relief

✓ Who is “You”✓ The tests that need to be met to access the concessions✓ What is a Small Business CGT Entity?✓ Special Rules for Partnerships✓ Extra conditions where you are selling shares or units

4

$6 Million MNAV Test & The Active Asset Test

✓ What assets are included and excluded for the $6M test✓ Court cases around the $6m test✓ The Active Asset Test✓ What is an Active Asset?✓ What is “main use”✓ Assets that are Partly Used

5

The 15 Year Exemption & The Small Business 50

✓ Choosing to apply the concessions✓ Order of precedent for the concessions ✓ 15 year “in connection with retirement”✓ 15 year continuous ownership issues✓ What about trusts with no distributions?✓ CGT Event E4✓ Choice to apply the Small Business 50

6

Retirement Exemption & Roll Over Relief

✓ Choosing to disregard the capital gain✓ Lifetime limit✓ Requirement to put money in super✓ Company & trust requirements✓ Payments to be made✓ J2, J5 & J6 CGT Events✓ How to account for the payments?

8

Case Studies

✓ 45 Minutes of Case Studies ✓ 10-15 Minutes of Q&As

Q&A

2 x 1 HourQ&A Sessions

✓ 2 x 60 minutes of questions answered by Peter Johnson

7

Getting the Money Into Super

✓ Interaction with the age based rules & contribution limits✓ CGT Cap Amount✓ Contributing the Capital Proceeds versus the Capital Gain✓ Timing of Contributions✓ CGT Cap Election Form

Get Program Now ▶︎

Session 1 Snippet

Small Business Concessions

What Peter Covers In Session 1:

What is a Small Business

Calculating Aggregated turnover

What concessions are available

Small Business Roll-Over

How much will this cost?

Get access to modules you can learn at your own pace, whenever and wherever you are.

Limited Time Offer

Tackling The Small Business CGT Concessions: A Series By Peter Johnson

One Time Payment

$697

8

Learn from your home/office
Quality, easy-to-digest content
100% online

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson
Get 2 x 1 Hour Q&A Recordings

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMST Expert- Peter Johnson

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson

Q&A

Purchase Now ➤

Firm Package (Buy 3 Get 2 More for FREE)

Register Up To 5 Colleagues (must be from the same firm)

Limited Time Offer

Firm Package Special

$2,091

(Save$2,091)

Buy 3 Get Another 2 for FREE

8 Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson

Learn from your home/office
Quality, easy-to-digest content
100% online

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson
Get 2 x 1 Hour Q&A Recordings

Q&A

Purchase Now ➤

For more than 3 in the firm

About Peter Johnson

Peter JohnsonFounder of Advisers Digest

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; a Tax & SMSF specialist and sought-after Tax & SMSF keynote presenter.
Peter is dually gifted as a technician and presenter.
From this combination of technical knowledge and expertise, Peter has formed Advisers Digest, where he provides high-level technical support and training in all matters of taxation and superannuation.

- Founder of Advisers Digest - SMSF Specialist & Accredited Educator SMSF Association- CPA SMSF Specialist
- Chartered Accountant
- Chartered Secretary
- Chartered Tax Adviser

Personal Interests

Interestingly, Peter is a qualified and experienced snake catcher although it has been a long time since he has had to catch a snake
He is a keen boater and enjoys fishing
He owns a share in a gym and trains regularly
He loves red wine too.

Career Highlights

Graduate Royal Military College Duntroon
In The Tax Industry Since 1990
Has Been Voted as Australia’s Favourite Tax Trainer
Presidents Award for Service & Leadership from CPA Australia

Qualifications

Bachelor of Commerce in Accounting
Graduate Diploma in Financial Planning
Professional Certificate in Self Managed Superannuation
Masters of Taxation
Chartered Tax Adviser
CPA and Chartered Accountant
Certified Financial Planner
Chartered Secretary
Fellow of the Financial Servicces Institute of Australia
Specialist Adviser and Authorised Education Provider with the SMSF Association

Develop a thorough understanding of Small Business CGT Concessions so you provide the best advice when structuring new clients or restructuring existing clients...

Get Program Now ▶︎

Frequently Asked Questions

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

Absolutely! The topic of Small Business CGT Concessions is relevant to any practising accountant. However, the concessions are complicated. Each situation is different and it requires a detailed review whilst tracking through the legislation. We constantly need to train on the Small Business CGT Concessions.

And that is exactly why Advisers Digest has developed our 7-day Small Business CGT Concessions webinar series.

Q: How long do I get this training for?

You’ll receive access to this training for 6 months after your purchase date.

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, which 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 180 days from the first session.

Q: Can I get a refund if I don’t enjoy the training?

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 5 pm.

We will refund you within 3 working days. That means no CPD certificate will be issued to you. No recording will be sent to you after the session.

If you didn't show up for the session, and there's NO refund available, recordings will be made available after the session.

Processing a refund incurs additional fees. This is because, in the initial transaction, we incur a card processing fee. When the refund occurs, this fee will not be returned to us.

For example, for a $697 purchase, the processing fee would be $22.

Q: Will there be a replay I can watch later?

Yes, you will receive the recordings of the live session within 24 hours after the session. You will have access to the recordings for 180 days after the first session.

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

Yes, we will issue a certificate providing you with 7 hours of CPD. You will receive the certificate based on whether you attend the live webinars or complete the quizzes (verified certificates). You have 6 months to complete quizzes to obtain your CPD certificates. This will allow us to issue a formal CPD certificate.

Q: Will I get CPD for Session 8?

You will only get CPD for Session 8 if you attend the live session. Otherwise, it is just a bonus hour of training with no CPD obtained from it.

Q: Are there specific time slots?

No, this training is released as online modules, there is no ‘live’ session available. You can watch the content whenever you please.

What Clients Have Said About Advisers Digest

What Attendees Have EnjoyedAbout Our LIVE Events...

Develop a thorough understanding of Small Business CGT Concessions so you provide the best advice when structuring new clients or restructuring existing clients...

Get Program Now ▶︎

Details|Modules|Presenter|Testimonials| FAQs|Order Now

Got Questions? P: 02- 9159 3969 E: info@advisersdigest.com.au

Exclusive For Practising Accountants

Tackling The Small Business CGT Concessions: A Series By Peter Johnson

The Small Business CGT concessions are complicated and require detailed review and careful tracking through the relevant legislation.That's why we've developed our Tackling The Small Business CGT Concessions: A Series By Peter Johnson. 8 modules, 7 hours of CPD, zero hassle.

About This Program

Tackling The Small Business CGT Concessions: A Series By Peter Johnson

This series will help you gain a detailed understanding of how to apply the concessions it will also assist you when structuring new clients or restructuring existing clients.

How much?

One Time Payment

$697

This is one payment only, and you will receive: - A weekly module containing a recording and quiz- A certificate for 7 hours of CPD total- Presentation slides, case studies and a workbook

Who is this for?

Practising Accountants

This online training is essential to any practising accountant who wants to provide advice regarding the Small Business CGT Concessions.

When?

Module 1:Small Business Concessions

Instant Access To Module 1

For your first week, you will gain instant access to the digital recording of module 1 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 3: Connected Entities & Affiliates

Module 3 Will Be Released In Your Third Week

In your third week, you will gain access to the digital recording of module 3 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 2:The Basic Conditions For Relief

Module 2 Will Be Released In Your Second Week

In your second week, you will gain access to the digital recording of module 2 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 4: $6 Million MNAV Test & The Active Asset Test

Module 4 Will Be Released In Your Fouth Week

In your fourth week, you will gain access to the digital recording of module 4 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 5:The 15 Year Exemption & The Small Business 50

Module 5 Will Be Released In Your Fifth Week

In your fifth week, you will gain access to the digital recording of module 5 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 6:Retirement Exemption & Roll Over Relief

Module 6 Will Be Released In Your Sixth Week

In your sixth week, you will gain access to the digital recording of module 6 and any slides/notes. You will receive 1 hour of CPD for this module.

Module 7:Getting the Money Into Super

Module 7 Will Be Released In Your Seventh Week

In your seventh week, you will gain access to the digital recording of module 7 and any slides/notes. You will receive 1 hour of CPD for this module.

BONUS 2 x 1-hour Q&A Recordings

The Q&A's Will Be Released In Your Seventh Week

In your seventh week, you will gain access to the digital recordings of both bonus Q&A sessions and any slides/notes. You will receive no CPD for this module.

BONUS Module 8:Case Studies

Module 8 Will Be Released In Your Seventh Week

In your seventh week, you will gain access to the digital recording of module 8 and any slides/notes. You will receive no CPD for this module.

Breakdown of the Training Modules

This is a 7-module program, which enables self-paced learning according to your schedule.Additionally, we have also included a bonus module where Peter goes through case studies and how the concessions could or couldn’t be applied in each scenario.Here's what will be covered in each module:

1

Small Business Concessions

✓ What is a Small Business?✓ Calculating Aggregated turnover✓ What concessions are available?✓ Small Business Roll-Over

3

Connected Entities & Affiliates

✓ Who is an Affiliate?✓ What is control?✓ Who controls a Company or a Trust?✓ Modified Connected Entity Rules✓ When is a spouse always your affiliate?✓ Indirect control of an Entity

2

The Basic Conditions For Relief

✓ Who is “You”✓ The tests that need to be met to access the concessions✓ What is a Small Business CGT Entity?✓ Special Rules for Partnerships✓ Extra conditions where you are selling shares or units

4

$6 Million MNAV Test & The Active Asset Test

✓ What assets are included and excluded for the $6M test✓ Court cases around the $6m test✓ The Active Asset Test✓ What is an Active Asset?✓ What is “main use”✓ Assets that are Partly Used

5

The 15 Year Exemption & The Small Business 50

✓ Choosing to apply the concessions✓ Order of precedent for the concessions ✓ 15 year “in connection with retirement”✓ 15 year continuous ownership issues✓ What about trusts with no distributions?✓ CGT Event E4✓ Choice to apply the Small Business 50

6

Retirement Exemption & Roll Over Relief

✓ Choosing to disregard the capital gain✓ Lifetime limit✓ Requirement to put money in super✓ Company & trust requirements✓ Payments to be made✓ J2, J5 & J6 CGT Events✓ How to account for the payments?

8

Case Studies

✓ 45 Minutes of Case Studies ✓ 10-15 Minutes of Q&As

Q&A

2 x 1 HourQ&A Sessions

✓ 2 x 60 minutes of questions answered by Peter Johnson

7

Getting the Money Into Super

✓ Interaction with the age based rules & contribution limits✓ CGT Cap Amount✓ Contributing the Capital Proceeds versus the Capital Gain✓ Timing of Contributions✓ CGT Cap Election Form

Session 1 Snippet

Small Business Concessions

What Peter Covers In Session 1:

How much will this cost?

Get access to modules you can learn at your own pace, whenever and wherever you are.

Limited Time Offer

Tackling The Small Business CGT Concessions: A Series By Peter Johnson

One Time Payment

Details|Modules|Presenter|Testimonials| FAQs |Order Now

The Small Business CGT concessions are complicated and require detailed review and careful tracking through the relevant legislation.
That's why we've developed our Tackling The Small Business CGT Concessions: A Series By Peter Johnson.
8 modules, 7 hours of CPD, zero hassle.

This is a 7-module program, which enables self-paced learning according to your schedule.
Additionally, we have also included a bonus module where Peter goes through case studies and how the concessions could or couldn’t be applied in each scenario.
Here's what will be covered in each module:

✓ What is a Small Business?
✓ Calculating Aggregated turnover✓ What concessions are available?✓ Small Business Roll-Over

Learn from your home/office
Quality, easy-to-digest content
100% online

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson
Get 2 x 1 Hour Q&A Recordings

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMST Expert- Peter Johnson

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson

Learn from your home/office
Quality, easy-to-digest content
100% online

Eight modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert- Peter Johnson
Get 2 x 1 Hour Q&A Recordings

- Founder of Advisers Digest - SMSF Specialist & Accredited Educator SMSF Association- CPA SMSF Specialist
- Chartered Accountant
- Chartered Secretary
- Chartered Tax Adviser