Monthly Tax Masterclasses

with Senior Tax Counsel – Peter Adams

Webinars are a great way to receive your training without having to take much time off work to attend. You can join in on
the session from wherever you are, whether you’re at home or in the office.

PLUS, get up to 12 hours of CPD with certificates provided.

Join Our Live Sessions

Register for our online comprehensive training on special topics to sharpen your technical skills and knowledge
24 Hours of CPD

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Special Topics & Dates

We’ve picked 8 special tax training topics that will help you sharpen your skills so you can better serve your clients.

We run our training sessions as online webinars. Join us from wherever you are.

If you are unable to attend any sessions live, we will provide you with a recorded copy of the live webinar session. You will still receive your CPD hours from the training.

Click on each topic to find out specifically what’s covered.

All our webinars times are based on Sydney, Melbourne Canberra time

Click on each topic to find our more details

August 2020

August Tax Update Webinar
1pm – 2pm AEST
Thursday, 27 August 2020

Trust Taxation Intensive

Session 1: Thursday, 1pm, 6 Aug 2020
Session 2: Friday, 1pm, 14 Aug 2020
Session 3: Friday, 1pm, 21 Aug 2020

September 2020

September Tax Update Webinar
1pm – 2pm AEST
Friday, 25 September 2020

Taxation Aspects of Deceased
Estates & Estate Planning

Session 1: Friday, 1pm , 4 Sept 2020
Session 2: Friday, 1pm, 11 Sept 2020
Session 3: Wed, 1pm, 16 Sept 2020

October 2020

October Tax Update Webinar
1pm – 2pm AEST
Thursday, 29 October 2020

Taxation Aspects of
Companies & Distributions

Session 1: Friday, 1pm , 2 October 2020
Session 2: Friday, 1pm, 9 October 2020
Session 3: Wed, 1pm, 14 October 2020

November 2020

November Tax Update Webinar
1pm – 2pm AEST
Friday, 27 November 2020

Tax Aspects of Winding
Up Companies

Session 1: Friday, 1pm , 6 Nov 2020
Session 2: Friday, 1pm, 13 Nov 2020
Session 3: Friday, 1pm, 20 Nov 2020

February 2021

February Tax Update Webinar
1pm – 2pm AEST
Thursday, 25 February 2021

State Taxes Updates 2020

Date TBA

March 2021

March Tax Update Webinar
1pm – 2pm AEST
Thursday, 25 March 2021

Fringe Benefits Tax (FBT)
Essentials

Date TBA

April 2021

April Tax Update Webinar

Date TBA

Small Business Concessions

Date TBA

May 2021

May Tax Update Webinar

Date TBA

Pensions & Pension
Strategies

Date TBA

June 2021

June Tax Update Webinar

Date TBA

Individual Income Tax
Returns 2021 – Disclosure,
Compliance & Planning

Date TBA

July 2021

July Tax Update Webinar

Date TBA

Tax Aspects of Marital
Separation & Divorce

Date TBA

August 2021

July Tax Update Webinar

Date TBA

Tax Aspects of Marital
Separation & Divorce

Date TBA

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Special Topic Packages For Individuals

Single Topic Purchase

$397 for Non-Members
$297 for Members

Enroll for our next Special Topic GST Intensive – Key Developments and Disclosure Requirements

3 Hours of CPD

Webinar recording & CPD certificate will be provided to you

3 Special Topic Bundle

$997 (Save $194)
One Time Payment

Choose from our 8 special topics You can choose which special topics to attend after your purchase

9 Hours of CPD

Webinar recordings & CPD certificates will be provided to you

Best Value – Complete
Tax CPD

$2497 (Save $2,963)
One Time Payment

Access to: 10 Tax Special Topic Masterclasses/Year 10 Tax Update Webinars/Year

40 Hours of CPD/Year

Webinar recording & CPD certificate will be provided to you

Frequently

Asked Questions

Q: Is writing an investment strategy considered financial advice ?

A: Definitely! 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.This masterclass will guide you through all the ins-and-outs on the law and taxation of death benefits, as well as through court cases and case studies, and strategies that you can apply to help your clients save hundreds of thousands of dollars.

Q: What is the turnaround time of receiving investment strategy?

A: There is an approximate time of 1 week turnaround in receiving investment strategy. To avoid further time delays, please ensure that your client fills out the form as much as they can.

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A : Please note all materials are copyright 2019 Advisers Digest Pty Ltd all rights reserved. You may not be reproduce any of our materials without the express permission of the copyright holder. If you wish to purchase a license to use the materials on an ongoing basis please contact us.

Q: Do you work with super fund trustees directly ?

A: Provided you as an accountant do not advise the client what asset mix they should choose, or whether or not to hold life insurance through their fund, then this will not be the provision of financial advice.

Q: What if i didn’t receive a letter from the ATO ?

A: The letter would have only been sent to Self-Managed Super Funds and their auditors whom the ATO believes that their SMSF may hold 90% or more of it’s investments in one asset, or a single asset class.

Q: What’s your refund policy?

A: Your purchase is the final sale so there’s no refund. Once your order is placed, you will be able to download the questionnaire immediately. All you need to do is completing the form as much as you can, then passing the form to your client to complete the rest. Return the completed form to us so that we can get this investment strategy done with diversification considered.

Q: Can I re-share the form with my clients or add my brand to the questionaire?

Q: Can I purchase the investment strategy via bank transfer?

A : As we aim to keep our price low, all transactions must be done online. We don’t process manual invoices so that it saves time and helps us keep all orders in one system.