Advisers Digest Webinar Recordings

Training for practising accountants & financial advisers.

Individual Tax Return Preparation Guides

Individual Tax Returns 2021 Guide (Bundle Package)

350+ Pages (2021 Tax Return Instructions + Key Tax Changes 2021-22)

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This affordable bundle is available in either PDF format or as both PDF and a printed (double-sided) binder.

Tax Masterclass Recordings

Employment Intensive 

Instant Access (3 Hours of CPD)

Short Preview - Session 3 

Accountants are formally trained in accounting and tax. We are absolute experts in those areas.  But our clients want us to advise them on a myriad of business related matters and often this relates to payroll and employment.  Especially when it comes to structuring employment arrangements to minimise risk and on-costs such as workers comp, super, payroll tax etc.  Of course we want all employees to be contractors but the law doesn’t allow that.


This masterclass not only offers a comprehensive update of the prevailing law and regulatory requirements but also covers some planning strategies to minimise risk and costs.  You will develop a comprehensive overview of the registration, ongoing compliance requirements, prescribed forms and documentation, including hidden traps and planning tips around payroll.


Topics include:

  • PAYG withholding

  • Superannuation Guarantee

  • Payroll tax

  • Workers compensation

  • Fringe benefit tax and salary packaging

  • Analysis of the common law and legislative distinction between employees, deemed employees and independent contractors for purpose of PAYG, Superannuation, Payroll tax, workers compensation and FBT

  • Methods for calculating employer liabilities pertaining to PAYG, Superannuation, Payroll tax and workers compensation and FBT

  • Methods for calculation of the tax payable on payments received in consequence of termination of employment under each of the above instances.

  • Overview of the compliance requirements and obligations imposed on employers in the event that employment is terminated pursuant to resignation, dismissal, redundancy, incapacity and retirement

  • And much more 

GST & Real Property - Acquisitions, Sales & Leasing

Instant Access (3 Hours of CPD)

Short Preview - Session 3 

The GST regime governing real property transactions continues to be fraught with complexity and uncertainty. 


This masterclass provides comprehensive coverage of the core GST compliance requirements pertaining to real property transactions, including relevant tips and traps to be aware of. 


Topics include:

  • GST registration requirements for parties engaging in real property transactions

  • Accounting for GST and BAS disclosure

  • The types of GST supplies constituted by real property transactions

  • Entitlement to GST credits

  • The application and effect of the margin scheme

  • GST-free going concern transactions

  • GST-free farmland

  • GST withholding regime applicable to the purchase and sale of new residential premises and residential land

  • Tips, traps and planning strategies relevant to GST on real property transactions


Tax Aspects Of Marital Separation & Divorce

Instant Access (3 Hours of CPD)

Short Preview 

As a practising accountant, you want to be able to provide your clients who are going through marital breakdowns with comprehensive advice and guidance to deal with their tax obligations that will need to be dealt with.


During these informative masterclass sessions you will receive comprehensive coverage of the core income tax, GST and FBT implications that arise in marriage breakdowns.

It covers:

  • The legal structure and nature of all marital unions as recognised under Australian taxation law
  • Overview of the legal requirements and process pertaining to marital breakups
  • Income tax implications relevant to divorce, including the treatment of maintenance support
  • The CGT effect of property settlements (including the effect of access to CGT exemptions, rollovers and other concessions

Distribution of Professional Firm Profits 

Instant Access (3 Hours of CPD)

Short Preview 

The incorporation of professional practices has, for some years now, been accepted by the Australian Taxation Office as appropriate for income tax purposes in certain instances.

 
This masterclass covers the specific requirements laid down by the ATO in this regard and also highlights the key tax implications arising from the incorporation of professional practices, including some tips, traps and planning opportunities associated with it.

It covers:

  • How to determine whether income is derived from personal services or business structure
  • Rules around the PSI test
  • What you need to know about the new PCG update
  • Applying the gateway conditions in PCG 2021/D2 to determine whether the guidelines can be applied


Small Business Entities - Tax Concessions 

Instant Access (3 Hours of CPD)

Short Preview 

Small businesses can access a range of concessions including payment and reporting options. This applies to sole traders, partnerships, companies or trusts, many of whom may include your clients.

To qualify for these concessions, the business must meet the criteria of a Small Business Entity.

However, the eligibility criteria is ever changing and you need to stay constantly updated so as to correctly advise your clients.

This masterclass provides a comprehensive program, covering the prevailing requirement and application of income tax, CGT, GST and FBT concessions for small business entities.


Fringe Benefits Tax (FBT) Essentials 

Instant Access (3 Hours of CPD)

Short Preview 



Over the last twelve months, the ATO have commenced significant FBT audit and review activity following the specific inclusion of FBT in its compliance focus.

Therefore, it is a particularly relevant time to thoroughly understand the current laws and recent changes to avoid any future implications.

This masterclass will provide an intensive update on the FBT laws, recent FBT changes and will comprehensively explain salary packaging and salary packaging options so you can better advise your clients and avoid any potential audits by the ATO. 



Taxation Aspects of Winding Up Trusts

Instant Access (3 Hours of CPD)

Short Preview 

The reasons for winding up trusts could be for various reasons, whether it be due to estate planning purposes, settling family disputes or mere convenience.

Regardless of the reason, the process of winding up trusts involves simply paying out all the assets. However, there are important considerations to be aware of, particularly the taxation aspects.

We really need to understand these taxation aspects so as to avoid any potentially massive implications if done incorrectly.

This masterclass will examine the taxation aspects of winding up trusts, including recent legislative changes, rulings and court judgements pertaining to the same. This masterclass will cover the following topics:

  • Legal nature of trusts
  • The various phases and methods of winding up trusts
  • Key income tax principles relevant to winding up trusts and distributions to beneficiaries of trusts
  • Comprehensive overview of the capital gains tax principles relevant to winding up trusts
  • Tax effective strategies for winding up trusts limiting tax liability for trustee and beneficiaries
  • Effect of recent court judgements pertaining to taxation aspects of winding up trusts


Taxation Aspects of Winding Up Companies

Instant Access (3 Hours of CPD)

Short Preview 

Winding up companies... Sounds simple enough as a topic. Sell the assets, pay the creditors, distribute remaining assets and dissolve the company.

However, there are many components that are often overlooked, particularly the taxation aspects associated with winding up companies.

We really need to understand these taxation aspects so as to avoid any potentially massive implications if done incorrectly.

This three-part masterclass will examine the taxation aspects of winding up companies, including recent legislative changes, rulings and court judgements pertaining to:

  • Legal nature of companies
  • The various phases and methods of winding up companies
  • Key income tax principles relevant to winding up companies and distributions to shareholders
  • Comprehensive overview of the capital gains tax principles relevant to winding up companies
  • Tax effective planning strategies for winding up companies limiting tax liability for
  • company and shareholders
  • Effect of recent court judgement pertaining to taxation aspects of winding up companies

Superannuation Webinar Recordings

Partnership & Joint Ventures Webinar (September 2021)
Instant Access (1 Hour of CPD)

Short Preview

The tax consequences of a joint venture or a partnership are pretty much the same.  You share in the profits or the losses.  But there is more to it than that and especially in relation to Self Managed Superannuation Funds.

This Webinar looks at Partnerships and Joint Ventures and pay particular attention to how this all relates to Self Managed Super Funds.

Specifically we will cover:

  • The legal definitions of Partnerships & Joint Ventures
  • The types of activities that each would be used for
  • The way to structure joint ventures and partnerships
  • The difference between the two from an SMSF perspective.
  • What you can and can’t do in relation to SMSFs
  • Relevant ATO rulings
  • Case studies
  • and much more... 

Superannuation Death Benefits Masterclass (September 2021)
Instant Access (4 Hours of CPD)

Short Preview

Superannuation Death Benefits. Not many of us think too much about them, but you should. Nearly every Court case involving SMSF is around the payment of Death Benefits when the money is to be paid to somebody that the deceased did not want it to be paid to. 

There is a lot of planning that needs to go into death benefits, and we need to understand all the legalities around it. 

With this masterclass course, you’ll receive an in depth explanation of the rules and legalities surrounding death benefits across three webinar sessions, followed by a one hour Q&A session. 


Specifically, we go through:  

  • The rules and legal side around death benefits
  • Insurances with superannuation
  • Taxation of death benefits 
  • Death benefit strategies to ensure you minimise death benefit taxes 
  • Relevant court cases and case studies 

Contributions & Strategies Masterclass (June 2021)
Instant Access (4 Hours of CPD)

Short Preview

Our Contributions & Strategies Masterclass will equip you with the technical understanding to deal with SMSFs, how to maximise contributions and assist clients in getting the most out of their super strategies.

This masterclass will look first at all the types of contributions, then at the taxation of contributions and finally all the latest on contribution strategies.

Specifically, we go through:

✔️ CGT Rollovers
✔️ Types of Contributions
✔️ Bring Forward Rule
✔️ Taxation of Contributions
✔️ Division 293
✔️ CGT Rollovers
✔️ Types of Contributions
✔️ Small Business Retirement Exemption
✔️ First Home Super Saver Scheme


SMSF Update Webinar (May 2021)
Instant Access (1 Hour of CPD)

Short Preview

This bi-annual SMSF Update will provide you with a comprehensive understanding of all the changes to the SMSF sector within the past 6 months. We go into detail of these changes as well as any relevant Private Rulings, ATO publications, and more...


Specifically, we go through:

  • Changes to the general Transfer Balance Cap
  • The introduction of Personal Transfer Balance Caps
  • Where are we at with age 67 Contributions
  • 6 member funds
  • Increases to the contributions caps
  • All the relevant private and public rulings
  • The latest on Auditor Independence
  • Contributions, residency, and all the other changes from the budget

Pensions & Pension Strategies Masterclass (March 2021)
Instant Access (4 Hours of CPD)

Short Preview

Pensions inside super have become a lot more complicated since 2017. It used to be very simple. All your money was in a pension but now can't all be in a pension. There are transfer balance accounts, T-bar reporting, etc. Get instant access to this masterclass to get a thorough understanding of all the details around pensions.


Specifically, we go through:

  • Imposed increase of the Transfer Balance Cap to $1.7million & how this will affect your clients, especially those currently in Pension Phase.
  • All the different types of pensions
  • When a pension starts and ceases
  • What to do if you fail to meet the minimum pension payment
  • Taxation of pension accounts after death
  • Transfer Balance Accounts and TBar reporting
  • Children’s pensions – taxation, Transfer balance issues, reporting
  • Pension Strategies
  • Use of Segregation
  • Tax Effective use of Pensions
  • Consolidations
  • Segregated or Unsegregated Assets

Tax Related Webinar Recordings

Tax Update Webinar - September 2021 

Instant Access (1 Hour of CPD)

This webinar provides comprehensive coverage of key changes and developments to relevant legislation, court judgements and ATO rulings within the months of August/September.


Topics covered in this webinar cover changes to: 

  • ATO guidance regarding travel expenses
  • ATO crackdown on Work Deductions
  • COVID-19 related changes (guidance on residency for impacted mobile employees, stimuluses, business grants etc.)
  • Draft law regarding the Employment Share Scheme (ESS)
  • And much, much more...

Tax Update Webinar - August 2021 

Instant Access (1 Hour of CPD)

Short Preview

This webinar provides comprehensive coverage of key changes and developments to relevant legislation, court judgements and ATO rulings within the months of July/August.

Topics covered in this webinar cover changes to: 

  • Amendments to the COVID-19 Economic Response) Bill 2021
  • Deeming dividends for private companies
  • The new draft guidance for remission of penalties relating to the SG charge
  • Insight into the upcoming review of low value imported goods measure
  • Data matching programs for cryptocurrency
  • And much, much more...


Tax Update Webinar - July 2021 

Instant Access (1 Hour of CPD)

Short Preview

This webinar provides comprehensive coverage of key changes and developments to relevant legislation, court judgements and ATO rulings within the months of June/July.

Topics covered in this webinar cover changes to: 

  • Federal Government Disaster Payment
  • New superannuation thresholds for 2021-22
  • Seasonal worker program
  • Data matching programs for cryptocurrency
  • And much, much more...


Tax Update Webinar - May 2021 

Instant Access (1 Hour of CPD)

Short Preview

This webinar provides comprehensive coverage of key changes and developments to relevant legislation, court judgements and ATO rulings within the months of April/May.

Topics covered in this webinar cover changes to: 

  • Tax Developments in May 2021
  • Australian tax residency and ancillary issues
  • Federal Budget - Tax Measures - Superannuation
  • And much, much more...



Tax Update Webinar - April 2021 

Instant Access (1 Hour of CPD)

Short Preview

This webinar provides comprehensive coverage of key changes and developments to relevant legislation, court judgements and ATO rulings within the months of March/April.

Topics covered in this webinar cover changes to: 

  • Loss Carry-back Offset - Approved form & Instructions
  • Payment to cancel employee entitlements as not deductible
  • The new Director Identification Number regime
  • FBT 2020-21 Year
  • FBT Rates & Threshholds for 2021-22
  • And much, much more...


  • Tax Update Webinar - March 2021 

    Instant Access (1 Hour of CPD)

    Short Preview

    This webinar provides comprehensive coverage of key changes and developments to relevant legislation, court judgements and ATO rulings within the months of February/March.

    Topics covered in this webinar cover changes to: 

    • Employee travel rulings
    • Changes to fringe benefits tax balancing payment due date
    • STP reporting and temporary exemptions for small employers
    • ATO review of withholding tax obligations on interest paid overseas
    • Changes to approved form for single touch payroll
    • PSI and PCG updates
    • And much, much more...

    Other Webinar Recordings

    JobKeeper 2.0 Q&A Webinar Recording
    Instant Access (2 Hour of CPD)

    Short Preview

    The second phase of Jobkeeper payments officially started on Monday, 28th September 2020. Payments have adjusted and many employers/employees will lose access to the Jobkeeper program.

    The Australian Tax Office has released revised information regarding key dates, eligibility and tests for those hoping to retain access to the Jobkeeper Program.

    As practising accountants dealing with many clients receiving these payments, you may have some questions regarding JobKeeper 2.0.

    This webinar, presented by Senior Tax Counsel Peter Adams is solely structured as a Q&A session addressing all the questions submitted by attendees so you can develop a comprehensive understanding of all aspects relating to Jobkeeper 2.0.

    PLUS get FREE ACCESS to our September 2020 Tax Update Webinar recording (Valued at $149)


    Market Update For Accountancy Practices - Buying, Selling, and Merging
    Instant Access (1 Hour of CPD)

    Short Preview

    Like many other practising accountants, you have worked hard towards building a business into an asset worthy of DIVESTMENT or INVESTMENT. The world and lifecycle of an Accountancy Practice or Practitioner was fairly mapped out but then, along came COVID-19, so, now what?

    We’ve teamed up with Magnus Yoshikawa, Director at Jadeja Partners, an Accountancy M&A Specialist, to provide accountants a FREE Accounting Practice Market REPORT Webinar to canvass the current landscape for the Accountancy Industry.

    If you are a Buyer, Seller, thinking of a Merger, looking at a Partnership Buy-In or Partnership Buy-Out, NOW or in the FUTURE... This is perfect for you.

    What's covered in the webinar?

    • An understanding of why ‘we are ALL in it together’ rings true with shared feedback of what everyone is saying, from the Sole Practitioner, Mid-Tier and right up to the BIG FOUR
    • An overview of how Buyers, Sellers are approaching the market whilst living an ‘Extraordinary Event’ and why right now Mergers are gaining interest
    • Breakdown of how a ‘FAIR’ deal can be constructed with a scenario run-through, detailing the type of TERMS being explored, their pros and cons and what COVID19 implications are on your valuation expectations 
    • What has changed in the world of Due Diligence and why this is the most important factor after finding CULTURAL FIT
    • Revision of past events and what we need to look out for, prepare for and know timeframes

    Business Valuations Webinar
    Instant Access (1 Hour of CPD)

    Short Preview

    Most people will only have their business assessed and valued due to some external pressure, be it litigation, restructuring, sale, or some other reason, and thus they miss out on the critical information that could have helped them build a more valuable asset until it is too late. 

    In this webinar, Business Valuations Expert - Brett Goodyer will show you how you can add value to your clients’ businesses and have your client enthusiastically incurring increased accounting fees for your strategic assistance.

    What's covered in the webinar?

    • An understanding of how the COVID19 pandemic has influenced business values and what it means in the short to medium term.
    • Understanding how valuations are performed, Brett will take you (briefly) through how the profit and loss statements and balance sheets are utilised in determining the methodology to be applied as well as some samples of normalisation adjustments that ought to be made.
    • How various internal and external risks to the business (both real and perceived) are considered and applied in valuations and how you, as a trusted business adviser, can use this knowledge to add value to your clients’ businesses.