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Exclusive Online Masterclass for Practising Accountants

→Session 3: 21 August, Friday at 1pm (AEST) 

Trust Taxation Intensive Masterclass

Trusts have become a viable and widely used vehicle as both an investment and a business vehicle, but the taxation regime governing trusts and trust distribution continue to be fraught with complexity and some elements of uncertainty with some significantly adverse consequences if taxpayers get it wrong.


This masterclass provides comprehensive coverage of the core requirements for effective establishment and operation of trusts, including family trusts and also the tax advantages and disadvantages of family trusts.


with Peter Adams

Senior Tax Counsel

Limited time only

Join Our Live Masterclass

Get 3 Hours of CPD

This online training will run as 3 weekly webinar sessions.

Session 1: Replay Available Instantly

Session 2: Replay Available Instantly

Session 3: Friday, 1pm, 21 August 2020 (Sydney Time/AEST)

Who Is This For

This three-part webinar series provides comprehensive coverage of the core requirements for effective establishment and operation of trusts, including family trusts and also the tax advantages and disadvantages of family trusts. 

Practising Accountants

How much?

This is one payment only, and you will receive: 

- Instant access to recording of session 1 & 2

- Unique link to attend final session

- A certificate for 3 hours of CPD

- Digital recordings of the live sessions if you cannot attend live 

$397 for Non-Members

$297 for Members

When?

This Masterclass session will run over 3 weekly sessions.

Session times are based on Sydney Time/AEST time

This is live session and delivered via webinar, you can join us from anywhere.

Session 1: Replay Available Instantly

Session 2: Replay Available Instantly

Session 3: Friday, 1pm, 21 August 2020

Trust Taxation Intensive Masterclass

Here's what you get from this masterclass

3 Hours of Training and a CPD certificate.

Specifically we will cover:

Key requirements for a valid trust structure at law

Scope and effect of trust vesting and resettlements

Live technical responses to any questions that you may have during the Q&A session.

Each session is an engaging 1-hour, weekly workshop - Ask questions & interact with the presenter Peter Adams.

Core aspects of the income tax and CGT framework governing trusts and trust distributions

The legal structure and nature of a family trust

The core requirements for establishment of a family trust

The key taxation pro's and cons of a family trust, including the scope and impact of family trust distributions tax

Tips, traps and planning strategies relevant to using trusts, including family trust 

Reserve Your Spot To Our Masterclass

Register for our Trust Taxation Intensive Masterclass by selecting one of the payment options below.


Session dates (Based on Sydney Time/AEST)

Session 1: Replay Available Instantly

Session 2: Replay Available Instantly

Session 3: Friday, 1pm, 21 August 2020


You will receive live access to the webinar sessions, as well as digital recordings and slides if you cannot attend live

Individual Purchase

3 Hours of CPD

$397 for Non-Members

$297 for Members

Best Value - Complete Tax CPD
(40 Hours CPD/Year)

Access to:

10 Tax Special Topic Masterclasses/Year

10 Tax Update Webinars/Year

40 Hours of CPD

100% Online, All in the same place

Same-firm buy '3 get 3 free' package available

Replay of each live session will be available after the session

Special Bonuses Available

Firm Package

Same-firm buy '3 get 3 free' package available

$997

Register Up To 6 Colleagues

Each registrant will get 3 hours of CPD

About Your Webinar Presenter

Peter Adams

Peter Adams

Senior Tax Counsel

• Over 25 years of experience

Esteemed trainer at the Institute of Public Accountants®

• Senior tax writer with CCH Australia and LexisNexis

• Senior tax counsel with both Bell Partners and Kelly + Partners

Education: B.Juris, M.Tax

Professional associations: CTA, FIPA, FFA

Peter has more than 25 years of experience as a tax professional, having started his career with KPMG and PricewaterhouseCoopers before moving on to become Head of Tax for BNP-Paribas (Australia and New Zealand) and subsequently Chase Manhattan-Ord Minnett. 


Peter now has his own boutique tax practice and continues to provide tax consulting and training services for professional accountants across Australia.

Learn From One Of Australia’s Leading Tax Trainers

Develop a comprehensive understanding of core requirements for effective establishment and operation of trusts without having to leave your (home) office...

"In late February 2018, Peter and I discussed one of my clients and a possible Estate Planning Exercise for them. 

I presented a proposal to the client recently and today they have agreed to the proposal. We're going to look at their super as well (Mum and Dad are close to the $1.6m caps) and combined with the Estate Planning exercise, they're just signed off on a $26K + GST contract. 

The past 18 months have been a lot of "head down tail up" in this transition to my new business life. It is only with Peter's input that Tuesday afternoon that it dawned on me what we should be doing for this client. I wanted to thank them sincerely for being in the sounding board that afternoon and raising with me this idea. 

I appreciate it immensely. "

What Our Clients Have Said About Advisers Digest

Dean Robinson, 

www.deanrobinson.com.au

"I could'nt speak more highly of the experience I have had with Peter to date... 

  • Excellent technical support as access to the owner of the business
  • Fantastic turnaround time
  • Managed to get me an SOA for a new set-up including LRBA in anticipation of an Auction within a couple of days
  • Great process of initial SOA's for existing SMSF's and then ROA thereafter
  • Training provided is very practical

I am very happy to recommend this service. "


David Cooke,

Accumen Accountants and Business Advisors

Definitely! This masterclass provides comprehensive coverage of the core requirements for effective establishment and operation of trusts, including family trusts and also the tax advantages and disadvantages of family trusts. 

This masterclass is essential for practising accountants. We will record the sessions, that means you will be provided with a digital recording of the live webinars after each session finishes.

Yes, we will issue a certificate providing you with 3 hours of CPD within 1 week after the final session.

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

Q: What if I can't make it live to the webinar sessions ?

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

Q: Is this masterclass simply for viewing or will I be able to interact and ask questions?

Each session will be structured as 50 minutes of explanation followed by 10 minutes of Q&A. You can have any questions/queries addressed during this time. If you have any questions regarding this special topic, simply send an email to us and Peter will address it in the next live session.

Q: Do you have money back guarantee?

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

Yes, we will send you a recording to all attendees with a personalised login. This will be available within 48-72 hours after each session. The recordings will be available for 12 months.

Yes, if you attended the first session and didn't find it useful, please email us info@advisersdigest.com.au on the same day before 5pm on the day of the first session. We will refund you within 3 working days. That means, no CPD certificate will be issued to you. There will be no recording sent to you after the session. 

Frequently Asked Questions

Develop a comprehensive understanding of core requirements for effective establishment and operation of trusts without having to leave your (home) office...

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