We will start by giving an introduction to trust law and trust documentation. Then we will move to modules on the taxation of income of trusts, capital gains in trusts and distributions from trusts. The we will look at specific provisions of tax law that are peculiar to trusts such as the trust loss provisions and Family Trust Elections and areas where the ATO is paying particular attention such as Section n100A and 99B A bonus module will look at a number of trust court cases where we have confirmation of the law and in particular some High Court Judgements. We will close off with an option one hour Q & A session
This program contains seven online modules plus 2 bonus sessions.

You will receive 7 hours of CPD, along with 9 hours of training, from this program. Additionally, you will have 6 months of portal access from the date of purchase.
All 9 sessions come with recording access.

This course will run for 7 weeks. Each week, you will receive one module, allowing you time to understand and fully digest the content.
This program consists of 7 interconnected modules designed to guide you through the intricacies of the trusts, gives you complete understanding of trusts. We have also included 2 bonus modules where Peter goes through case studies and 1 hour of live Q&A session.
You don't want to miss and get your questions answered during our live sessions. Recordings and slides are included in your program.

Sections 95 through to Section 102 of the ’36 Act provide us with the specific trust income provisions. We will consider cases such as Bamford, Guardian and BBlood and how they have impacted the taxation of the income of trusts. We will also cover the difference between taxable income and income of the trust estate
✓ Net income vs income of the trust estate ✓ When the trustee is taxed at normal adult rates ✓ When the trustee is taxed at the top marginal rate ✓ What is a revocable trust ✓ Disclaiming your entitlement ✓ What if the trust has already vested

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.

Yes, if you decide within the first 7 days of purchase that the subscription is not right for you, please email us at info@advisersdigest.com.au before 5 pm on the 7th day.

We will refund you within 3 working days. That means your access will be cancelled, and no CPD certificate will be issued.

If Module 2 has already been unlocked, or if more than 7 days have passed since your purchase, no refund is available. Access to the remaining modules will continue for the duration of your subscription.

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 $25.

Exclusive For Practising Accountants

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

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

The A to Z of Trusts: The Complete Course for Accountants A Series By Peter Johnson

7 modules, 7 hours of CPD, zero hassle.

About This Program

The A to Z of Trusts: The Complete Course for Accountants A Series By Peter Johnson

This series will help you gain a detailed A to Z understanding of trusts so that you can confidently provide the right advice to your clients and beyond.

Who is this for?

Practising Accountants

This online training is essential to any practising accountant who wants to sharpen their knowledge in trusts and be able to provide the right advice to their clients and beyond.

How much?

One Time Payment

$697

This is one payment only, and you will receive: - 7 recorded modules containing a recording and quiz- Plus 2 hours of bonus case study and Q&A sessions. - A certificate for 7 hours of CPD total- Presentation slides included

Module 1 Snippet

What Peter Covers In Module 1:

Module 2 Snippet

What Peter Covers In Module 2:

Module 3 Snippet

What Peter Covers In Module 3:

Module 4 Snippet

What Peter Covers In Module 4:

Module 5 Snippet

What Peter Covers In Module 5:

Module 6 Snippet

What Peter Covers In Module 6:

Module 7 Snippet

What Peter Covers In Module 7:

Module 8 Snippet

What Peter Covers In Module 8:

Module 9 Snippet

What Peter Covers In Module 9:

When?

Module 1:Understanding Trusts & Trust Law

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 2:Taxation of the Income of Trusts

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 3:Taxation of Trust Capital Gains

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 6:Family Trust Elections

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 4:Taxation of Trust Distributions

Module 4 Will Be Released In Your Fourth 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:Trust Loss Provisions

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.

BONUS Module 8: Trust Court Cases

Bonus Module 8 Will Be Released In Your Seventh Week

We will provide you with access to the digital recording of the session and any slides/notes, because this is a bonus module, you will not receive any CPD.

Module 7: Section 100A & Section 99B

Module 7 Will Be Released In Your Sixth 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 Session 9: 1-hour Q&A

We will provide you with access to the digital recording of the session and any slides/notes, because this is a bonus module, you will not receive any CPD.

Bonus Module 9 Will Be Released In Your Seventh Week

Breakdown of the Training Modules

1

Understanding Trusts & Trust Law

2

Taxation of the Income of Trusts

3

Taxation of Trust Capital Gains

5

Trust Loss Provisions

Schedule 2F to the ’36 Act provides the rules around carrying forward trust losses for all types of trusts✓ About the Trust Loss Provisions✓ 50% Stake Test ✓ Business Continuity Test ✓ Pattern of Distributions Test ✓ Control Test ✓ Income Injection Test

6

Family Trust Elections

4

Taxation of Trust Distributions

8

Bonus 1:Trust Court Cases

This modules will rehash each of the court cases that were mentioned within the modules as well as introduce others that are relevant and interesting such as Hancock v Rinehart

9

Bonus 2:1 Hour Q&A Session

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

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.

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.

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.

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.

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.

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.

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.

Schedule 2F to the ’36 Act provides the rules around carrying forward trust losses for all types of trusts
✓ About the Trust Loss Provisions✓ 50% Stake Test ✓ Business Continuity Test ✓ Pattern of Distributions Test ✓ Control Test ✓ Income Injection Test

Seven modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert - Peter Johnson
Get 1 Hour Live Q&A session

Learn from your home/office
Quality, easy-to-digest content
100% online
6 Months of online portal access from purchase

Learn from your home/office
Quality, easy-to-digest content
100% online
6 Months of online portal access from purchase

Seven modules
Get 7 hours of CPD*
Get trained by tax & SMSF Expert - Peter Johnson
Get 1 Hour Live Q&A session

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