Advisers Digest, SMSF and Tax Education

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BLACK FRIDAY Post-Budget Series · Four Webinars

The Post-Budget Tax & Structuring Bundle

Know What to Do When Your Clients Walk Through the Door.

The tax-saving decision you make today could cost your client on exit.

The proposed post-Budget tax reforms have raised some difficult questions for accountants advising clients on business structures, trusts and small business CGT.

Should a client trade through a company or trust? Is the new $10m CGT threshold really as generous as it sounds? Does making an EET election today create a tax problem when the business is eventually sold?

The decisions are connected. And the consequences may not become apparent until years later.

For Black Friday, get four technical webinars with Peter Johnson covering the proposed post-Budget reforms, business structuring decisions, small business CGT and the potential consequences when clients eventually sell.

Includes worked examples, decision frameworks, Excel modelling tools and technical papers.

Promo video[VIDEO AND THUMBNAIL TO BE SUPPLIED]
  • 4.5 hours of CPD
  • 4 webinars
  • 7 models and papers
  • 90-day recording access

Launch SpecialBlack Friday Special: $399 (valued at $836)

Get the Bundle
The client conversation

A client wants to buy a business. Another is considering an EET election. Or a family business owner is getting ready to sell.

Each situation raises a different question. But under the proposed tax reforms, the decisions accountants make about structures, beneficiaries and concessions could have consequences well beyond the immediate tax outcome.

Consider the questions:

  • Should your client trade through a company or trust when the future tax rules are still being finalised?
  • Does the proposed $10m CGT threshold actually improve the outcome when a business is sold through a company?
  • Could an EET election that reduces tax on income today lock part of a future capital gain into a company?
  • When is restructuring worthwhile, and when could it create a bigger tax problem?

These aren't four unrelated tax issues. They're connected decisions that need to be considered together.

That's what this webinar bundle is designed to help you work through.

The bundle

What's included

Three are recordings you can start straight away. The fourth is live on Tuesday 24 November, and you get the recording as well.All four are recordings. The fourth was presented live on Tuesday 24 November, and its recording is available from Wednesday 25 November. Every session comes with its slides and the models or papers Peter built for it.

01Recording · June 20261 hour of CPD+ Over 1 hour bonus Q&A

What Do I Do Now? Advising on Business Structure in a Post-Budget, Pre-Legislation World

Company or trust, now that the old default no longer holds?

  • Why the zero cost base problem changes the answer for goodwill businesses, and the tax on sale from 1 July 2027
  • The trust minimum tax and income splitting below $131,600, with a worked dollar example
  • A defensible recommendation, with the caveats and engagement letter wording to go with it
  • A live decision tree by client type, with structured recommendations for each
Includes
  • Over an hour of bonus Q&A, with close to 80 questions answered
  • Structure Modelling Tool (Excel)
  • Technical paper
  • DAS resolutions (Word)

Valued at$199

02Recording · August 20261 hour of CPD

Small Business CGT: The Poison Chalice in the New $10m Threshold

The threshold moved from $2m to $10m. What did that actually change?

  • Which of the four Division 152 concessions moved, and the three that did not
  • Why the 50% reduction is lost at the shareholder level when the business sells out of a company
  • Two case studies and the exit comparison: $705k against $2.1m
  • Five restructuring routes compared, with the s 45B, Division 725, s 100A and Part IVA traps flagged
Includes
  • 7-page reference paper
  • SB50 break-even model (Excel)

Valued at$199

03Recording · October 20261.5 hours of CPD+ 40 min bonus Q&A

The New 30% Trust Tax: The Election, the Trap and the 2028 Deadline

Should the trust elect, and what does the election cost on exit?

  • What the minimum tax really costs: capped at a little over $8,000 per beneficiary per year
  • How the election commits the same share of every future capital receipt to the company, concession amounts included
  • The 47% cliff, and the eligible company rules that freeze the share register
  • Four destinations for the trust, one decision tree, and what has to happen before 1 July 2027 and 1 July 2028
Includes
  • 40 minutes of bonus Q&A
  • Technical paper

Valued at$269

04Live · Tue 24 Nov, 12 PM AEDTRecording · November 20261 hour of CPDAsk your questions live

EET Elections & Business Sales: The CGT Consequences of Fixing a Company as a Beneficiary

Keep the election, revoke it, or restructure before the sale?

  • Keeping the company as a fixed beneficiary through to the sale, and when that still works
  • Revoking the year before the sale, and keeping the 47% exposure in that year small
  • Which concessions make it through the company to the shareholders, and which don't
  • A framework using profit, sale value and 15-year exemption eligibility to decide early
Includes
  • Live seat: come along to get your related questions answered
  • The recording
  • The recording
  • Complimentary paper for live attendees
  • Complimentary paper

Valued at$169

How to use it

Start with the question on your desk

You don't need to watch all four in order. Start with the webinar that matches the client in front of you, and use the model or paper that comes with it.

A client is choosing a structure for a new or growing business

Start with 01. Run their numbers through the Structure Modelling Tool and use the engagement letter wording.

A client with a $2m to $10m business is planning a sale

Start with 02. Test the exit with the SB50 break-even model before anyone restructures.

A trust client asks about the 30% minimum tax

Start with 03. Work through the four destinations and the decision tree, with the technical paper beside you.

A client has made, or is weighing up, an EET election

Start with 04. Bring the question to Peter live on 24 November, or watch the recording afterwards.Work through keep, revoke or restructure, and the framework for deciding early.

The value at a glance

Everything included, and what it's worth

WebinarFormatCPDValue
Business structure in a post-Budget worldRecording. 1 hour plus over 1 hour of bonus Q&A1 hour$199
Small business CGT and the $10m thresholdRecording1 hour$199
The new 30% trust taxRecording. 1.5 hours plus 40 min of bonus Q&A1.5 hours$269
EET elections and business salesLive 24 Nov, plus recordingRecording1 hour$169
Total value$836
Total CPD4.5 hours
Total training time6+ hoursincluding bonus Q&A
Launch special priceBlack Friday price$399
You save$437
Launch special priceBlack Friday price

Four webinars. One price.

All four webinars, with every model and paper. All prices are GST inclusive.

BLACK FRIDAY

The Post-Budget Tax & Structuring Bundle

Launch special ends Wed 11 Nov at 10 AM AEDT

$399
SAVE $437  Normal value $836
Live EET webinarEET webinar recordingTuesday 24 November 2026, 12:00 PM AEDTPresented Tuesday 24 November 2026
4.5 hours of CPDAcross all four webinars, with a certificate for each
  • Three recordings available straight after purchase
  • A live seat at the EET webinar, Tuesday 24 November, 12:00 PM AEDT, plus its recording
  • All four recordings, including the EET session presented on 24 November
  • 90 days of access to every recording
  • 7 working models and papers, including the Structure Modelling Tool and the SB50 break-even model
  • Presentation slides for every session
  • Bonus Q&A recordings: over an hour from the June structures session, with close to 80 questions answered, and 40 minutes from the October trust tax session
  • Come along to the EET session live to get your related questions answered, and receive the complimentary paper for live attendees

All bundle purchases are final and non-refundable. Full terms in the FAQ below.

Already an Accountant Advantage member?

All four webinars in this bundle are already included in your subscription, with the recordings and live access to the EET session.including the EET recording. You do not need to buy the bundle. Not a member yet? The Accountant Advantage includes every standalone webinar we release, live and recorded.

60+CPD hours each year across tax, SMSF and leadership
Everynew standalone webinar, live and recorded
400+technical videos across the Accountants and SMSF vaults
4expert presenters bringing practical guidance
  • Every new standalone webinar released during your subscription is included.
  • Training papers, tax updates, webinars, recordings and more in one subscription.
See The Accountant Advantage

Individual and firm packages available. 12 month minimum commitment.

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FAQ

Frequently asked questions

What's included in the bundle?

Four webinars with Peter Johnson:

  • What Do I Do Now? Advising on Business Structure in a Post-Budget, Pre-Legislation World (recording)
  • Small Business CGT: The Poison Chalice in the New $10m Threshold (recording)
  • The New 30% Trust Tax: The Election, the Trap and the 2028 Deadline (recording)
  • EET Elections & Business Sales: The CGT Consequences of Fixing a Company as a Beneficiary (live on Tuesday 24 November, plus the recordingrecording, presented on 24 November)

You also receive the slides from every session and the seven models and papers that go with them.

When do I get access?

The three recordings are available straight after purchase. We email your login details for the training portal. The EET webinar runs live on Tuesday 24 November at 12:00 PM AEDT, and its recording is added to your portal after the session.The recordings are available after purchase, and we email your login details for the training portal. The EET recording is available from Wednesday 25 November. If you buy before then, we will email you when it is added.

How long do I have access?

You have 90 days of access to each recording. For the three recordings that starts from purchase. For the EET webinar it starts when the recording is released after the live session.Access starts from purchase, or from the release of the EET recording if you buy before it is available.

Will I receive CPD certificates?

Yes. The bundle counts for 4.5 hours of CPD in total: 1 hour each for the structures, small business CGT and EET webinars, and 1.5 hours for the 30% trust tax webinar. A certificate is issued for each one.

Attend the EET webinar live, or complete the quiz for any recording, and a verified CPD certificate is issued. CPD from a recording stays unverified until you complete its quiz.Complete the quiz for each recording and a verified CPD certificate is issued. CPD from a recording stays unverified until you complete its quiz.

Can I ask questions?Is there any Q&A?

Yes. Come along to the EET webinar live on Tuesday 24 November and you will have the opportunity to put your related questions to Peter.

Two of the recordings also come with bonus Q&A: over an hour with the June structures session, where Peter answered close to 80 questions from practitioners, and 40 minutes with the October trust tax session.

I'm an Accountant Advantage member. Do I need this webinar bundle?

No. All four webinars are included in your Accountant Advantage subscription, with the recordings and live access to the EET session.including the EET recording. There is nothing extra to buy.

Will the Black Friday price be available after the offer ends?

No. The Black Friday price closes on Saturday 28 November at 10:00 AM AEDT. After that, the webinars are available individually at their normal prices.

What is the refund policy?

All bundle purchases are final and non-refundable. Everything in the bundle is delivered to you straight after purchase, apart from the live EET webinar on Tuesday 24 November, so we are unable to offer refunds once the purchase is complete.Everything in the bundle is delivered to you after purchase, so we are unable to offer refunds once the purchase is complete.

Got more questions? Reach out to us at info@advisersdigest.com.au or call (02) 9159 3969

Before the offer closes

Have the answers ready before your clients ask

Four webinars with Peter Johnson on structures, the $10m threshold, the 30% trust tax and the EET election, with the models and papers from each.

Get the Bundle

4.5 hours of CPD · 3 recordings plus 1 live session4 recordings · 90-day access · $399 incl. GST