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Session 2 of this series starts in...(Book now ↓ and you don't want to miss it )

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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. 
7 modules, 7 hours of CPD, zero hassle.

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.
To launch this program will run as seven 1-hour webinars, one week after another.
Once these 7 weeks are completed we will turn them into seven online modules accessible by a simple click of the button. 
At the end of each session, Peter will go through case studies and how the concessions could or couldn’t be applied in each scenario.

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. 

Limited Time Offer

How much?

One Time Payment

$697

This is one payment only, and you will receive: - A unique link per session to attend the live webinars- A certificate for 1 hour of CPD per session- Digital recording of the webinar + presentation slides if you cannot attend live

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?

The next webinar of this series will start on Tuesday, 28 May 2024 at 12PM.

Should you be unable to attend the live sessions, a digital recording will be made available for you to view at your leisure.
This program consists of 7 interconnected webinar sessions designed to guide you through the intricacies of the Small Business CGT Concessions. And at the end of each session, Peter will go through case studies and how the concessions could or couldn’t be applied in each scenario.

TUE

Module 1:Small Business Concessions

21

MAY

Instant Access To Recording Available

This is webinar went live on Tuesday, 21 May 2024 at 12PM.
We will provide you with access to the digital recording of the session and any slides/notes - You will still receive 1 hour of CPD.

TUE

Module 3: $6 Million MNAV Test & The Active Asset Test

04

JUN

11AM, Tuesday,
04 June 2024 (AEST)

This is a live & online webinar that will be hosted on Tuesday, 04 June 2024 at 12PM.
If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 1 hour of CPD.

TUE

Module 2:The Basic Conditions For Relief

28

MAY

12 PM, Tuesday,
28 May 2024 (AEST)

This is a live & online webinar that will be hosted on Tuesday, 28 May 2024 at 12PM.
If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 1 hour of CPD.

TUE

Module 4: Connected Entities & Affiliates

11

JUN

12 PM, Tuesday,
11 June 2024 (AEST)

This is a live & online webinar that will be hosted on Tuesday, 11 June 2024 at 12PM.
If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 1 hour of CPD.

TUE

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

18

JUN

12 PM, Tuesday,
 18 June 2024 (AEST)

This is a live & online webinar that will be hosted on Tuesday, 18 June 2024 at 12PM.
If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 1 hour of CPD.

MON

Module 7:Getting the Money Into Super

01

JUL

12 PM, Monday,
01 July 2024 (AEST)

This is a live & online webinar that will be hosted on Monday, 01 July 2024 at 12PM.
If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 1 hour of CPD.

TUE

Module 6:Retirement Exemption & Roll Over Relief

25

JUN

12 PM, Tuesday,
25 June 2024 (AEST)

This is a live & online webinar that will be hosted on Tuesday, 25 June 2024 at 12PM.
If you are unable to attend live, we will provide you with a digital recording of the session - You will still receive 1 hour of CPD.

Breakdown of the Training Modules

Upon completion of the 7 live webinar sessions, this series will transform into a 7-module program, enabling self-paced learning according to your schedule.
Additionally at the end of each session, Peter will go 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

TUE

21 MAY

2

TUE

28 MAY

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

3

$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

TUE

04 JUNE

4

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

TUE

11 JUNE

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

TUE

18 JUNE

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?

TUE

25 JUNE

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

MON

01 JULY

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 the entire webinar series. After the live series becomes 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

Seven live webinars
Get 7 hours of CPD
Get trained by tax & SMST Expert- Peter Johnson

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

Firm Package (Buy 3 Get 3 More for FREE)

For more than 3 in the firm

Register Up To 6 Colleagues (must be from the same firm)

Limited Time Offer

Firm Package Special

$2,091

(Save$2,091)

Buy 3 Get Another 3 for FREE

Seven live webinars
Get 7 hours of CPD
Get trained by tax & SMST Expert- Peter Johnson

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

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...

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, that 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 $647 purchase, the processing fee would be $20.

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

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 180 days of recording access, calculated from 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: 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. 

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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...

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