Advisers Digest Webinar Recordings

Training for practising accountants & financial advisers.

Tax Masterclass Recordings

Main Residence Exemption (May 2024)

Instant Access (3 Hours of CPD)



Short Preview - Session 2 

Determining a client’s main residence can be a tricky tax affair to handle for our clients, with plenty of complicated rules and issues available to muddy the waters.

What happens if our clients subdivide their main residence? Are there specific rules governing new builds on the main residence’s property (such as granny flats) that could affect their tax consequences? What impact does using the main residence to earn income have on your tax?

In this masterclass, Leading Tax Trainer Jo-anne Hotston will provide you with the knowledge needed to answer these sorts of questions that your clients may ask. 

In this 3-hour masterclass, we will look at:

  • Eligibility for the Main Residence Exemption
  • Moving to a new main residence
  • Living separately
  • Using your main residence to produce income
  • Building on vacant land
  • Compulsory acquisition
  • Granny Flat Arrangements
  • Home on more than 2 hectares
  • And much more

Year-End Tax Planning - Strategies To Stay One Step Ahead (April 2024)

Instant Access (3 Hours of CPD)



Short Preview - Session 2 

Tax Planning is a lot more than simply maximising deductions, bringing forwarded expenses and contributing to superannuation.  Sometimes we need to plan years ahead to avoid taxes.  It is not about spending two dollars to save one dollar but about strategic planning to save taxes that we wouldn’t have to spend a cent to do.

Come along to our masterclass where Peter Johnson offers some alternate ideas around tax planning.  

In this 3-hour masterclass, we will look at:

  • When you should take a wage from your company that is going to make a loss anyway
  • Putting your growth and income investments in different structures
  • Saving a bucket load in tax when your parents die
  • Ongoing planning for the Small Business CGT Concessions
  • How to restructure when it is all wrong
  • Minimising taxes on superannuation
  • The best use of Family Trusts
  • And much more

Income Tax, FBT, and GST Implications of Entertainment (March 2024)

Instant Access (3 Hours of CPD)



Short Preview - Session 2 

Entertainment is often a high-value expenditure item for businesses. However, its tax treatment for income tax, FBT and GST is often fraught with uncertainty because of the various categories of entertainment that may persist.

By the end of the session, participants will have a clear understanding of the correct treatment of entertainment expenditure and entertainment benefits for income tax, FBT and GST purposes.

In this 3-hour masterclass, we will look at:

  • The legislative meaning of entertainment
  • The ATO interpretation of what constitutes entertainment
  • The scope and effect of the various categories of entertainment
  • Traps and pitfalls associated with providing entertainment for clients and employees
  • Key tax planning strategies, pertaining to entertainment, expenditure, and entertainment benefits
  • And more...

Superannuation Death Benefits (February 2024)

Instant Access (3 Hours of CPD)



Short Preview - Session 2 

In this masterclass Peter will talk about the legal side of death benefits and then move on to taxation and strategies. It is not just for SMSF advisers but for anyone who is accumulating wealth in superannuation and intends to leave an estate to their children.

In this 3-hour masterclass, we will look at:

  • The legal side of death benefits (who to, when and how must they be paid)
  • Death Benefit Nominations
  • Life Insurances
  • Taxation of Death Benefits
  • The impact of Death on Transfer Balance Accounts (including death benefit pensions)
  • Relevant Court Cases
  • Strategies and Case Studies
  • And more...

Small Business CGT Concessions (November 2023)

Instant Access (4 Hours of CPD)



Short Preview - Session 2 

The Small Business CGT Concessions are complex and often confusing.  For example, the retirement exemption doesn’t require you to be retiring.  They are one of the tax provisions that require you to step through the legislation each time you encounter a CGT event that relates to the sale of a small business active asset.

In this four-hour masterclass, we will look at:

  • Basic Conditions for Relief
  • Extra conditions for Companies & Trusts
  • Small Business CGT Entity
  • $6 million test
  • Active Assets\
  • Significant Individuals and CGT Concession Stakeholders
  • Affiliates & Connected Entities
  • 15 year exemption
  • Small Business 50
  • Retirement Exemption
  • Small Business Roll-over Relief
  • Case Studies
  • And more...

Trust Taxation Intensive (October 2023)

Instant Access (3 Hours of CPD)



Short Preview - Session 2 

Trusts are perhaps the biggest topic of 2023.  There have been lots of important announcements, judgements and rulings relating to trusts recently and it is always a good time to do a full training course on trusts.

That is why Advisers Digest have put together a three hour masterclass webinar series all about Trust Taxation Intensive.

Topics covered:

  • ATO – trust taskforce – what’s on their hit list
  • Ensuring distributions are valid
  • What’s new - disclaiming distributions
  • Trust distributions – an update on s100a (reimbursement agreements)
  • Trust income v net (taxable) income
  • What is the trustee distributing?
  • What do we do with capital gains?
  • Unpaid present entitlements owed to corporate beneficiaries
  • And much, much more…

Estate Planning for Accountants (September 2023)

Instant Access (3 Hours of CPD)



Short Preview - Session 2 

Estate Planning is a wide ranging topic that is used by Lawyers, Financial Planners and Accountants.  Many clients need estate planning and especially those with business structures as many of their assets will not be dealt with under their will. 

The accountant is best placed to coordinate the Estate Planning process for their business clients because it is often only the accountant  who knows what assets are held in what entity.

That is why Advisers Digest have put together a three hour masterclass webinar series all about Estate Planning for Accountants.

Topics covered:

  • What is Estate Planning
  • The Estate Planning Process
  • What assets are in and not in your Estate
  • Who controls what after you die
  • Wills
  • Dying intestate
  • Asset ownership structures
  • Insurances
  • Attorneys & Guardianships
  • Business Succession
  • Taxation upon death

Inter-Entity Loans and Forgiveness (August 2023)

Instant Access (3 Hours of CPD)



Short Preview - Session 2 

Sometimes we have loans between our different entities and sometimes we want to forgive them.  Prima facie that is a capital gain to one entity and a capital loss to the other. But of course there are integrity measures around entities that we must adhere to.

In addition, the ATO has recently issued a Taxation Determination TD2022/1 they appeared to do a complete backflip from their interpretations detailed in their draft determination TD2019/D9.

That is why Advisers Digest have put together a three hour masterclass webinar series all about Inter Entity Loans and Forgiveness.

Topics covered:

  • When will forgiving a loan constitute a capital gain
  • When is forgiving a loan free of tax consequences
  • What entities are most efficient for loan forgiveness
  • What does love and affection really mean
  • The provisions of loan fringe benefits
  • Paying Loans and re borrowing in the new year
  • Other Division 7A issues

Taxation Aspects of Deceased Estates (July 2023)

Instant Access (3 Hours of CPD)



Short Preview - Session 1

Everyone will eventually pass away. Most of them will leave assets. Most individuals dealing with a deceased estate will have little or no experience doing it.

Primarily they will seek advice from a solicitor but in many instances they also need the input of an accountant. Most of us will rarely deal with deceased estates but we could all expect to have them as clients occasionally.

This masterclass will examine the taxation of deceased estates, including recent legislative changes, rulings and court judgements.

Topics covered:

  • Legal nature of deceased estates
  • The various phases of existence for deceased estates
  • Key income tax principles relevant to deceased estates
  • Overview of the capital gains tax principles relevant to deceased estates
  • Tax treatment of minor beneficiaries of deceased estates
  • Moving assets around to and from deceased estates: Div 152 and other issues – tax position of related entities
  • Tax of superannuation death benefits
  • Business succession - tax issues in funding the transfer
  • Taxation of testamentary trusts - splitting and merging testamentary trusts

Income Tax Returns for Individuals - Disclosure & Compliance (June 2023)

Instant Access (3 Hours of CPD)



Short Preview - Session 1

This Masterclass guides you through the key elements and aspects of Australian taxation law, as it relates to disclosure and compliance pertaining to income tax returns for individuals.

It also outlines the administrative requirements including returns, tax collection and withholding mechanisms, assessments, obligations, rulings, penalties and audits.

This online masterclass covers income tax return disclosure and compliance requirements for individuals, including:

  • Assessable income
  • Deductions
  • Tax rebates/offsets and tax accounting
  • Residence, source of income and international tax
  • Reportable superannuation and fringe benefits tax
  • Capital Gains Tax
  • Termination payment rules
  • Income tests
  • Medicare Levy
  • Tips and traps
  • And more...

Tax Considerations in Choosing Viable Business Structures (May 2023)

Instant Access (3 Hours of CPD)


Short Preview - Session 2 

Very often, not enough planning and diligence is given at the front end to the choosing the most appropriate and viable business structure both in terms of the initial set-up and continuing operation of the business.

This masterclass series specifically focuses on the income tax, CGT and GST tips, traps, pitfalls and planning strategies associated with a varying array of potential business structures.

Specific topics include:

  • Legal and tax characteristics of corporate entities as business vehicles
  • Legal and tax characteristics of sole proprietorships, trusts and partnerships as business vehicles
  • Income tax, CGT and GST implications of using particular business structures both during the operation of the business and upon exit
  • Comparative analysis of the core business vehicles and tips and traps relevant to each
  • Overview of the structure and nature of hybrid business vehicles
  • Viable planning strategies and methods for evolving from an existing business structure to a new type of structure in a tax efficient manner
  • And much more...

Year-End Tax Planning Strategies (April 2023)

Instant Access (3 Hours of CPD)


Short Preview - Session 2 

With a continuously changing tax environment, it is imperative for tax agents and taxpayers to actively engage in effective tax planning in the lead up to the financial year end. This masterclass series guides you through the key tax planning strategies to consider for business and non-business taxpayers for 2023.

Key tax planning initiatives and strategies to consider for 2023, including those pertaining to:

  • Effective deferral of income
  • Maximising allowable deductions for both business and non-business taxpayers
  • Companies and dividends
  • Trusts and trust distributions
  • Purchase and sale transactions of investment and business assets
  • Effective salary packaging arrangements
  • Minimisation and management of adjusted taxable income
  • Effective reconfiguration of business and investment structures
  • And much more...

FBT & Salary Packaging (March 2023)

Instant Access (3 Hours of CPD)


Short Preview - Session 2 

This masterclass is particularly relevant as a risk detection and compliance instrument in an environment where there has been recent FBT legislative amendments and the ATO has engaged in widespread FBT audit and review activity following the specific inclusion of FBT in its compliance focus.

The topics covered in this seminar will include:

  • ·  FBT and GST interaction

    ·  Tips and traps for preparing FBT returns and compliance

    ·  Contemporary salary packaging options

    ·  Which benefits are reportable on payment summaries

    ·  Maximising the benefits of salary packaging

    ·  Using salary packaging to obtain exempt and concessional taxed fringe benefits

    ·  Analysis of the required documentation and substantiation for salary packaging


Division 7A Intensive (February 2023)

Instant Access (3 Hours of CPD)


Short Preview - Session 2 

This masterclass will provide a full update on these changes and the status quo. It will provide you with a comprehensive overview of the scope and application of Division 7A with a particular focus on its application to trusts bearing UPEs in favour of corporate beneficiaries…


Topics covered include:

  • -The Div 7A legislative framework
  • -Application of Div 7A to interposed entities
  • -Specific instances when a UPE in a trust gives rise to a Div 7A sanction
  • -Scenarios and strategies for UPEs not to trigger Div 7A
  • -Effective quantification and impact of a company’s distributable surplus
  • -Scope and effect of the ATO’s recent Public Determination and the  Government’s proposed changes to Division 7A

Key Tax Features of Primary Production in Australia (November 2022)

Instant Access (3 Hours of CPD)


Short Preview - Session 1 

Primary production is a cornerstone of the Australian economy, but this business sector is often not just plagued by all manner of natural disasters but also a plethora of tax issues and compliance obligations.

This intensive masterclass will provide an in-depth analysis of the key income tax and CGT issues as tax concessions relevant to primary producers.

Topics covered include:

  • Definitional scope of what constitutes a primary production business

  • Tax effective business structures for primary producers

  • Derivation of assessable income and timing

  • Specific trading stock recognition and valuation

  • Mechanics and effect of income averaging

  • General and specific allowable deductions for primary producers

  • Operation and effect of the farm management deposit scheme

  • Effective utilisation of CGT concessions for primary producers


Law for Accountants - An Overview of Key Fundamentals (October 2022)

Instant Access (3 Hours of CPD)


Short Preview - Session 2 

Although it is outside the domain of accountants to provide legal advice, it is imperative for accountants to have an understanding of the legal principles that underpin the tax and accounting advisory framework of their brief. 

On completion of this masterclass attendees will have a sound understanding of the core legal principles that frame contract law, corporations law and succession law in Australia.

Topics covered include key fundamentals pertaining to:

  • Contract law

  • Succession law

  • Trust law

  • Corporations law

  • Family law

  • And much more…

Key Aspects of Australia's International Tax Regime (September 2022)

Instant Access (3 Hours of CPD)




Short Preview - Session 1 

In what is now a truly global economy, the tax rules inherent in our international tax regime and double tax treaties become an imperative premise for Australian individuals and businesses seeking to go overseas or foreigners seeking to come into Australia. 

This masterclass focuses on the key income tax, CGT and GST implications of cross-border movement and transactions, including the principles underpinning Australia’s controlled foreign entity regime, transfer pricing and tax have charge of treaties. 

The topics covered in this seminar will include:

  • Impact of residency and source of income for individuals and entities on the taxability of income and gains

  • Application of Australia’s double tax treaties

  • The mechanics of the controlled foreign company and controlled foreign trust rules

  • Thin capitalisation effect of Australian and foreign entities

  • Australia’s transfer pricing framework on international related party transaction

  • Choosing a suitable business structure for overseas expansion

  • And much more…


Tax Residency - Requirements & Effect (August 2022)

Instant Access (3 Hours of CPD)




Short Preview - Session 2 

A person’s tax residency status has wide ranging implications under Australian taxation law. It is imperative to be aware of the determinants of tax residency and resultant consequences thereof so as to facilitate effective planning.


This masterclass focuses on the key drivers and implications of tax residency including specifically aspects pertaining to income tax and capital gains tax for Australian and foreign residents. In addition, it also canvasses the principles in Australia’s tax treaties that govern the determination of tax residency.


The topics covered in this masterclass will include:

  • Tax classification of residents, non-residents, temporary residents

  • Foreign Income Rules and Taxation

  • Impact of Australia’s Double Taxation Agreements

  • Section 23AG foreign employment income exemption

  • CGT Rules, including entitlement to the 50% discount and main residence exemption

  • Medicare Levy and SGC

  • And much more…


Real Property & Taxes (July 2022)

Instant Access (3 Hours of CPD)




Short Preview - Session 3 


This masterclass focuses on property-related activities undertaken in Australia and addresses the fundamental concessions, planning, income tax, capital gains tax and GST consequences of such investments.

The topics covered in this masterclass will include:

  • Income tax risks and opportunities relevant to property investment, including specific allowable deductions relevant to property investment

  • CGT aspects of property investment, including coverage of relevant exemptions and concessions, including the application of the CGT withholding regime and potential use of the small business CGT concessions

  • GST implications for real property investment, including the GST classification of real property transactions, application of the margin scheme, GST-free going concern concession and the new GST withholding measures.

  • And much more...

Family Trusts & Trust Distributions - Structure & Effect (May 2022)

Instant Access (3 Hours of CPD)




Short Preview - Session 2 


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. In particular, the ATO has recently made trusts and trust distributions an acute focus of their tax compliance agenda by issuing several tax guidance instruments pertaining to reimbursement agreements and unpaid present entitlements.


The legal structure and nature of a trust.

  • The core requirements for the establishment of a family trust, including: Setting up a family group,choosing an appropriate primary individual and making a family trust election and interposed entity election, if required.
  • The taxation advantages of a family trust, including the utilisation of tax losses and franking credits.
  • The key taxation disadvantages of a family trust, including the scope and impact of family trust distributions tax.
  • Tips, traps and planning strategies relevant to using trust vehicles.
  • Compliance requirements pertaining to trust distributions and, including unpaid present entitlements (UPEs) and the risks posed by reimbursement agreements.
  • And much much more…

Tax Aspects of Using Service Entities (April 2022)

Instant Access (3 Hours of CPD)


Short Preview - Session 1 


Over the years the ATO has prescribed various parameters for the effective set-up and use of service entities by professional practices and other business entities. This session provides comprehensive coverage of the core requirements that currently prevail for the establishment of a tax-effective service entity structure.

We will canvass the tax advantages and disadvantages of particular service entity structures through a wide array of case studies and examples.

The topics covered in this seminar will include:

  • The legal structure and nature of an appropriate service entity

  • The core requirements for establishment of an effective service entity

  • The taxation advantages of a service entity

  • The key taxation risks associated with using a service entity

  • Tips, traps and planning strategies relevant to service entities effectively

  • And much more...


FBT Planning Strategies for Small Businesses (March 2022)

Instant Access (3 Hours of CPD)



Short Preview - Session 1 

This masterclass is particularly relevant as a risk detection and management instrument in an environment where the ATO has commenced significant FBT audit and review activity over the last twelve months following the specific inclusion of FBT in its compliance focus.

The topics covered in this seminar will include:

  • Overview of fringe benefits and how they are taxed
  •  Recent changes affecting the 2020 FBT year, including car benefits and car parking, entertainment, relocation and LAFHA
  •  Application of the otherwise deductible rule
  • FBT and GST interaction
  • Tips and traps for preparing FBT returns and compliance
  • Contemporary salary packaging options
  • Which benefits are reportable on payment summaries
  • Maximising the benefits of salary packaging
  • Using salary packaging to obtain exempt and concessional taxed fringe benefits
  • Analysis of the required documentation and substantiation for salary packaging
  • And much more.

Effective Strategies To Maximise Allowable Deductions (February 2022)

Instant Access (3 Hours of CPD)



Short Preview 

The extent of your client's taxable income outcome is largely dependent on the amount of their deductions.

Often as their tax agent, it's up to you to ensure that they are achieving their maximum allowable deductions. But there's a lot that you need to take into account, from expenses to eligibility to prohibitions and more.

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 available allowable deductions for an array of taxpayers, particularly pertaining to:

  • The scope and effect of the general deduction section on work-related expenses.
  • Application of the general deduction Section Two - Business Expenses.
  • Requirements for effectively utilising specific deductions available under Australian taxation law.
  • Understanding the specific prohibitions against deductibility are certain, particular types of expenses.
  • Special calculation methods that can be applied and are relevant to specific types of deductions.
  • Substantiation requirements for claiming allowable deductions.
  • The interaction of claiming allowable deductions and its interaction with being able to carry forward tax losses.
  • And much more

BAS Advanced Masterclass

Instant Access (3 Hours of CPD)



Short Preview 

There are still many areas of misunderstanding and confusion with regard to interpreting and reporting GST, particularly where items go on a BAS and the specific basis for disclosure.

A significant contributor to this confusion is the fact that the GST rules, interpretations and guidelines are subject to continuous change, clarifications and updating.

Therefore it is essential that an up to date knowledge is retained and applied. If you seek a more advanced level of GST understanding and application, then this masterclass is for you.

This advanced masterclass will provide you with the latest updates in BAS reporting and GST, and increase your competence in preparing BAS documentation to enable you to provide an advanced level of service to your clients: 

  • A refresher on GST fundamentals, including supplies and acquisitions and accounting for GST (cash or accruals method)
  • Timing rules for paying GST and claiming GST credits
  • When the usual timing rules don’t apply, including:
  • Progressive and periodic supplies
  • Deposits and part payments
  • Lay-by sales
  • Issue and redemption of vouchers
  • Margin scheme
  • GST adjustments
  • Correcting GST mistakes
  • And much more...


Effective Salary Packaging

Instant Access (3 Hours of CPD)



Short Preview - Session 1 

Getting the salary packaging options of employees right takes a lot of careful forethought and preparation.

This can become a headache for practising accountants, because it is up to people like us to ensure that the salary package that employees receive is compliant with FBT regime requirements and their regulations

This masterclass has been designed to provide accountants, payroll specialists and practitioners with an intensive update on the prevailing income and FBT regimes, and explains the requirements for effective salary packaging and salary packaging options.

Topics include:

  • Overview of fringe benefits and FBT exemptions that can be utilised for salary packaging purposes
  • Minimising the risks and maximising the benefits of salary packaging
  • How to use effective salary packaging to obtain exempt and concessional taxed fringe benefits
  • Analysis of the required documentation and substantiation for effective salary packaging

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. 

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

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 Deceased Estates & Estate Planning

Instant Access (3 Hours of CPD)




Short Preview 

Everyone will eventually pass away. Most of them will leave assets. Most individuals dealing with a deceased estate will have little or no experience doing it. 

Primarily they will seek advice from a solicitor but in many instances they also need the input of an accountant. Most of us will rarely deal with deceased estates but we could all expect to have them as clients occasionally. 

There is also some great planning that can revolve around minimising taxes whilst maintaining control of deceased estates. 

This masterclass will examine the taxation of deceased estates, including recent legislative changes, rulings and court judgements pertaining to the same:

  • Legal nature of deceased estates

  • The various phases of existence for deceased estates

  • Key income tax principles relevant to deceased estates

  • Overview of the capital gains tax principles relevant to deceased estates

  • Tax treatment of minor beneficiaries of deceased estates

  • Moving assets around to and from deceased estates: Div 152 and other issues – tax position of related entities

  • Tax of superannuation death benefits

  • Business succession - tax issues in funding the transfer

  • Taxation of testamentary trusts - splitting and merging testamentary trusts


Trust Taxation Intensive Masterclass

Instant Access (3 Hours of CPD)




Short Preview 

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

Information

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. 

Specifically we will cover: 

  • Key requirements for a valid trust structure at law

  • Scope and effect of trust vesting and resettlements

  • 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

Superannuation Webinar Recordings

Bi-Annual SMSF Update Webinar (May 2024)
Instant Access (1 Hour of CPD)

Short Preview


Join us as Peter Johnson looks at all of the latest news and changes to the superannuation sector over the past six months.


Specifically, Peter will look at:

  • Legislation that has passed

  • Legislation introduced

  • ATO Rulings & Announcements

  • Relevant court and AAT judgements

  • Relevant Private Binding Rulings



Bi-Annual SMSF Update Webinar (November 2023)
Instant Access (1 Hour of CPD)

Short Preview


With draft legislation released on the $3 million cap and the definition of superannuation, there is certainly movement on the superannuation front.  This coupled with rulings around NALI and CGT as well as numerous relevant judgements our November SMSF Update will be one of the most diverse of the past few years.


It will cover:

  • Legislation that has passed
  • Legislation introduced
  • ATO Rulings & Announcements
  • Relevant court and AAT judgements
  • Relevant Private Binding Rulings
  • And much much more…



Pensions & Pension Strategies Masterclass (June 2023)
Instant Access (3 Hours of CPD)


Short Preview - Session 1


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. 

We will cover all the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc. Eg, what is the impact on a child's transfer balance account when a parent leaves them a death benefit pension?

Here's what we'll cover:

  • 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
  • And much more...



Bi-Annual SMSF Update Webinar (May 2023)
Instant Access (1 Hour of CPD)

Short Preview



Learn all about the legislative changes within the SMSF space that have occurred that could impact you as a practising accountant, particularly with regard to the Federal Budget.

It will cover:

  • Updates from the budget announcement
  • Changes from April 2022 to November 2022
  • Coverage of any relevant Private Rulings, ATO publications, and what didn't make it and more...
  • And much much more…



Getting Your Trust Documents Right Webinar (December 2022)
Instant Access (1.5 Hours of CPD)

Short Preview


This webinar is designed to better equip yourself on executing trust deeds and having the ability to conduct a review of your current documentation knowing the common errors to look for.


It will cover:

  • The laws regarding the execution of trust deeds for both individuals and corporations
  • Correct execution of a deed & legal requirements
  • Should you consider automating legal documents? The Pros & Cons
  • Types of things you need to be careful of when ordering trust documents
  • What you need to consider when transferring interests in trusts and companies
  • And much much more…



Bi-Annual SMSF Update Webinar (November 2022)
Instant Access (1 Hour of CPD)

Short Preview



Learn all about the legislative changes within the SMSF space that have occurred that could impact you as a practising accountant, particularly with regard to the Federal Budget.

It will cover:

  • Updates from the budget announcement
  • Changes from April 2022 to November 2022
  • Coverage of any relevant Private Rulings, ATO publications, and what didn't make it and more...
  • And much much more…



Superannuation Death Benefits Masterclass (October 2022)
Instant Access (3 Hours of CPD)

Short Preview - Session 2


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.

This masterclass will give you an in depth explanation of the rules and legalities surrounding death benefits across two webinar sessions.

Topics include:

  • Rules and legal side around death benefits
  • Insurances with superannuation
  • Taxation of death benefits
  • Death benefit strategies to ensure you minimise death benefit taxes
  • And much more...

Property & SMSFs Masterclass (July/August 2022)
Instant Access (7.5 Hours of CPD)

Short Preview - Session 4


Property and SMSFs, they go hand in hand. If your clients are into SMSFs then they must also be into property. That is what they are all about. But the rules are complex. Really complex. 

With so much to be aware of, we've dedicated five sessions to cover Property & SMSFs. Yes, five sessions. There really is that much to cover.

Here's what we'll cover:

  • All the SMSF investment restrictions and how they relate to property
  • What is business real property?
  • When can you acquire residential property off a member, a related party or another fund
  • Related unit trusts versus unrelated unit trusts
  • Regulation 13.22
  • Stamp duty, land tax and other state tax matters
  • And much more...

Contributions & Contribution Strategies Masterclass (June 2022)
Instant Access (3 Hour of CPD)

Short Preview - Session 1


This is particularly relevant to anyone who advises clients about contributions to super, you don’t necessarily have to be an SMSF specialist. There is three hours worth of valuable contributions information and is relevant even if you just do returns.


Following this series you will have a detailed understanding of the types of contributions and the taxation of them as well as the latest on strategies that you can use to better serve your clients.


Specifically, we are going to cover:

What the rules are around making contributions

The taxation consequences of making contributions

Excess contributions charges

Transfer Balance Caps

Strategies to maximise your superannuation interests 

And much, much more...


Bi-Annual SMSF Update Webinar (April 2022)
Instant Access (1 Hour of CPD)

Short Preview



There have been a lot of changes to SMSFs and superannuation over the past 6 months.

Learn all about the legislative changes within the SMSF space that have occurred that could impact you as a practising accountant, particularly with regard to the Federal Budget.

It will cover:

  • Updates from the budget announcement (including the minimum pension drawdown)
  • Changes from November 2021 to March 2022
  • Coverage of any relevant Private Rulings, ATO publications, and what didn't make it and more...
  • And much much more…



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





Short Preview

When it comes to reporting and interpreting GST, there are still many areas that are fraught with confusion and misunderstanding. Where do specific items go into a BAS, and what is the specific basis for a disclosure?

These are questions that you as a practising accountant need to be prepared to answer, but the rules of GST, interpretations and guidelines are subject to continuous change.

This BAS advanced masterclass will provide you with the latest updates in BAS reporting and GST, and increase your competence in preparing BAS documentation to enable you to provide an advanced level of service to your clients.

We'll be covering

  • A refresher on GST fundamentals, including supplies and acquisitions and accounting for GST (cash or accruals method)
  • Timing rules for paying GST and claiming GST credits
  • When the usual timing rules don’t apply, including:
    • Progressive and periodic supplies
    • Deposits and part payments
    • Lay-by sales
    • Issue and redemption of vouchers
  • Margin scheme
  • Dealing with selected transactions, such as financial supplies and acquisitions, second-hand goods and barter transactions
  • Simplify accounting methods
  • GST and annual private apportionment
  • And much, 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 

Tax Related Webinar Recordings

GST In Practice - May 2024

Instant Access (1 Hour of CPD)

Short Preview

Although GST has been part of the Australian Tax System for almost 24 years, however, it continues to cause headaches for many businesses and advisers.

While a 10% tax may sound simple, the administration, different types of supplies and the fact that the tax applies to MOST goods and services, can lead to many difficulties in practice. 

This practical session will provide an overview of GST in Australia using practical examples and will cover:

The webinar will cover:

  • A review of the major principles of GST
  • When GST registration is required including defining an enterprise;
  • Cash basis and accrual basis for reporting GST
  • Whether supplies are made in the course of an enterprise;
  • Differentiation between taxable, GST-free and input taxed supplies;
  • The components of a valid Tax Invoice
  • And more..

Tax Update Webinar - April 2024

Instant Access (1 Hour of CPD)

Short Preview

This Webinar provides detailed coverage of the changes to the taxation industry between April and March.


The webinar will cover:

  • Cost base uplift denied by rollover relief
  • Adequate alternate FBT records 
  • Full Federal Court decision provides clarity on travel deductibility principles
  • Superannuation on government paid parental leave will apply from 1 July 2025
  • Denial of interest deductions confirmed following transfer pricing dispute
  • Taxpayer posted overseas retained Australian residency
  • And more..

Rental Properties And Tax Fundamentals - April 2024

Instant Access (1 Hour of CPD)

Short Preview

In this practical session, we will look at the correct treatment of rental property deductions as well as explore the treatment of costs associated with rental property acquisitions and tax treatment on sale.

The webinar will cover:

  • Deductible and capital costs on property acquisition
  • Record keeping requirements.
  • Income and allowable deductions and the nexus principle
  • Capital allowances
  • Negative Gearing
  • Impact of private use
  • Property finance implications for rental properties
  • Tax implications on sale of rental properties
  • Discussion of risk management for clients and practices
  • And much, much more

Tax Update Webinar - March 2024

Instant Access (1 Hour of CPD)

Short Preview

This Webinar provides detailed coverage of the changes to the taxation industry between March and February.


The webinar will cover:

  • Amounts not subject to PRRT 
  • Overview of Division 7A
  • Practice Statement on Commissioner’s Div 7A discretion updated 
  • Common Law Test 
  • CFMMEU Case
  • ZG Case
  • Full Federal Court decision on contractor superannuation guarantee obligations
  • And more...

  • Practical FBT Fundamentals - March 2024

    Instant Access (1 Hour of CPD)

    Short Preview

    This webinar will cover the fundamentals of Fringe Benefit Tax, perfect for junior accountants or those who need an update in this area.

    The webinar will cover:

    • Identifying when your client provides a benefit (what accounts to check, what to look for and what are the red flags - this would cover the most common benefits)
    • Information you need for different calculation methods for common benefits
    • Strategies to reduce and manage FBT
    • Complete FBT return
    • Common queries and/or issues
    • And much, much more

    Tax Update Webinar - February 2024

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between November and February.


    The webinar will cover:

  • New Tax Rules Affecting Capital Management 
  • ESIC Early Stage Test – Expenses Incurred 
  • Capital / Income Distinction
  • Company Taxation
  • Mid-Year Economic And Fiscal Outlook For 2023–24
  • ATO Finalises Employee Vs Independent Contractor Guidance 
  • And more...

  • Tax Research and Writing Advice Webinar - February 2024

    Instant Access (1 Hour of CPD)

    Short Preview

    This webinar will help you to understand the different sources of research information, what they apply to, how to use them and what protections they provide you and the client.

    In this session we will look at:

    • Legislation

    • Tax rulings

    • Tax determinations

    • Case law

    • Taxpayer alerts

    • Law companion rulings

    • Practice statements

    • And other ATO documents

    • And much, much more…


    Company Tax Rates and Franking Accounts Webinar - December 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This webinar aims to help you navigate the Base Rate Entity rules for tax and franking and understand and apply them to common scenarios.


    This webinar will cover:

    • What are the Base Rate Entity Rules?

    • Which companies can access the lower tax rate?

    • What is Base Rate Entity Passive Income?

    • Worked Examples of the treatment and classification of income for the calculation of Base Rate Entity Passive Income

    • Overview of franking accounts and their use

    • Tips and tricks for managing your franking account

    • Calculation of the company tax rate for imputation purposes

    • Worked Examples of the calculation of the company tax rate for imputation purposes

    • Considerations and impacts on clients of the dual corporate tax rate


    Tax Update Webinar - November 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between October and November.


    The webinar will cover:

    • Division 7A In Bendel & Anor v Commissioner of Taxation [2023] AATA 3074
    • Superannuation Guarantee: Payday Super Consultation
    • ATO Issues Draft Changes To Guideline On Liability Of Legal Personal Representatives
    • Exposure Draft Released For High Superannuation Balance Tax
    • Ruling On Expenses Associated With Holding Vacant Land
    • IGTO Releases Annual Report
    • And more...

    Completing a Tax Return - Trusts - October 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    Trusts are a common structure used by many clients. But they have a number of specific items and disclosures in the tax return that need to be completed correctly.

    This webinar will look at efficiently and correctly completing a trust tax return focusing on the disclosures and items specific to trusts.


    The webinar will cover:

    • Where to and How to correctly report capital gains in a trust return
    • Disclosures for claiming of prior year losses and eligibility rules
    • Disclosures required for Unpaid Present Entitlement to private companies
    • What is meant by Income of the Trust Estate?
    • Distributions to Beneficiaries
    • Unallocated income and tax payable by the trustee
    • Calculation of distributions under the quantum and proportionate methods
    • Distribution minutes and resolutions

    Tax Update Webinar - October 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between September and October.


    The webinar will cover:

    • Superannuation Guarantee: Employee V Contractor – Absence Of Written Contract
    •  GST And ABN Cancellations Confirmed
    •  Federal Court Dismisses Main Residence Argument
    •  Commissioner Of Taxation’s Term
    •  ATO Issues New Guidance On Division 7A 
    • UPE Not Loans For Div 7A – Bendel & Another v FCT
    • And more... 

    Tax Update Webinar - September 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between August and September.


    The webinar will cover:

    • Exposure Draft Law For Amendments To Petroleum Resource Rent Tax
    • Payroll Tax: Amnesty On Medical Centres In SA
    • Superannuation Guarantee Compliance: ATO’s Key Focus In 2023–24
    • GST - Proposed Technical Amendments
    • Luxury Car Tax: Cars In A Museum
    • Bonus Payment Assessable When Received
    • And more... 

    Company Tax Returns – Getting it Right - September 2023

    Instant Access (1 Hour of CPD)

    Short Preview

    This training will help you navigate the Company tax return form and explain the more common items and schedules as well as items that are specific to the Company return.


    The webinar will cover:

    • Corporate residency
    • Base Rate Entity Rules
    • Disclosure of capital gains
    • Eligibility for use of losses
    • Tax Loss Carry Back Offset
    • Division 7a loans
    • Payment of dividends
    • Franking account balance and franking rates
    • And more... 

    Partnership Tax Returns – Getting it Right - August 2023

    Instant Access (1 Hour of CPD)

    Short Preview

    This webinar will look at best practice in completing Partnership tax returns and disclosures and assist accountants and practitioners to complete returns efficiently and correctly.


    This webinar covers the below topics:

    • Changes to the partnership status – how do you deal with these in the tax return
    • Superannuation deductions – Where should these get reported?
    • Capital gains – How do these get reported?
    • Certain tax deductions including blackhole expenses – where should these be disclosed?
    • Distributions – There are various ways to enter these. Is there a best way? Are there any risks?
    • Distributions that differ to the partnership agreement
    • And much, much more…

    Tax Update Webinar - August 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between July and August.


    The webinar will cover:

    • Digital Games Tax Offset Rules Made
    • Division 7A – Status Quo
    • ATO Guidance On UPEs Finalised
    • ATO Issues New Guidance On Division 7A
    • Correcting GST Errors: Overview
    • CGT Improvement Threshold
    • And more... 

    Tax Update Webinar - July 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between June and July.


    The webinar will cover:

    • Common Law Test
    • Superannuation Guarantee
    • Penalties
    • GST Applied To Combination Food Product
    • Resident Or Non-resident
    • Domicile Test
    • Labour Costs Related To The Construction Or Creation Of Capital Assets
    • And more...

    TR 2023-1 Tax Residency Webinar - July 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    The ATO have just released Taxation Ruling TR 2023/1 that is all about tax residency.

    They have also retracted some previous rulings where the courts have shown a different understanding of certain residency issues than that of the ATO.

    And that is why Advisers Digest is offer a FREE one hour webinar all about tax residency.


    The webinar will cover:

    • What does the law say is a resident
    • The four residency tests
    • All the examples in the ruling
    • Some examples they didn’t put in the ruling
    • And more...

    Tax Update Webinar - June 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between May and June.


    The webinar will cover:

    • SBE Technology Investment Boost
    • SBE Skills & Training Boost
    • Investment Property - Interest Deduction
    • No Deduction if Vacant Land
    • Oil Company not Entitles to R&D Tax Offset
    • Full Federal Court Decision on Contractor Superannuation Guarantee Obligations
    • And more...

    Tax Update Webinar - May 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between April and May.


    The webinar will cover:

    • Trustee Not Entitled to R&D Claim

    • FBT Rates And Thresholds For 2023–24

    • No Discretion for the Commissioner to Allow Lapsed Input Credit Tax Entitlements

    • Acquisitions Not Made In Carrying On An Enterprise

    • Key Superannuation Rates and Thresholds

    • ATO Data Matching On Residential Loans From Financial Institutions

    • Commissioner’s Power To Remit Interest And Penalties

    • And more...


    Tax Update Webinar - April 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between March and April.


    The webinar will cover:

    • Transparency Measures for Australian Public Companies
    • Public vs. Private
    • Employee vs Contractor - Common Law Test
    • Superannuation Guarantee
    • Payroll Tax
    • NSW Court of Appeal Dismisses Medical Centre Payroll Tax Appeal
    • And much more..

    Tax Update Webinar - March 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between February and March .


    The webinar will cover:

    • Adjustment Events
    • Adjustment Periods
    • GST & Real Property
    • Input Taxed Supplies
    • Retail Credit Agreements
    • Transfer Balance Cap Indexation 
    • Changes to Superannuation
    • And much more...

    Tax Update Webinar - February 2023 

    Instant Access (1 Hour of CPD)

    Short Preview

    This Webinar provides detailed coverage of the changes to the taxation industry between November and February.


    The webinar will cover:

    • Draft Ruling On Individual Tax Residency
    • Capital Gains Tax Guidance On Main Residence Deceased Estate Updated
    • Discretionary Trust Distribution & Reimbursement Agreements - The Guardian Case
    • Practical Compliance Guideline PCG 2022/2
    • And much more..

    Family Trusts Distributions: New Taxation Rulings

    Instant Access (1 Hour of CPD) - April 2022


    Short Preview

    New tax rulings released by the ATO in February - TA 2022/1 and TR 2022/D1 – will slam shut the common approach of trust distributions to family members. This is an absolute gamechanger.

    In our Family Trusts Distributions: New Taxation Rulings, Peter Johnson runs through exactly what impact these public guidance documents will have on family trust distributions, particularly with regard to trust income streams to lower-paying tax-payers.

    • The new Tax Office Rulings regarding Trust Reimbursement Agreements
    • Who exactly you can and cannot distribute to now
    • How do we make the most out of our low tax beneficiaries?
    • Risk minimisation
    • Relevant case studies
    • And much more…
     

    Other Webinar Recordings

    Ethics Webinar - May 2024

    Instant Access (1 Hour of CPD) 


    Short Preview


    Ethics has become a prescribed component of CPD requirements for practising accountants of certain professional bodies (IPA & CA). It's not something that a lot of us think about when it comes to our training needs.


    This webinar covered:

    • APES 205
    • Fundamental Responsibilities Of Members
    • Public Interest
    • Responsibilities Regarding Reporting Entities
    • Responsibilities Regarding SPFRs
    • Case Studies
    • And much more...
     

    Ethics Webinar - April 2024

    Instant Access (1 Hour of CPD) 


    Short Preview




    Ethics has become a prescribed component of CPD requirements for practising accountants of certain professional bodies (IPA & CA). It's not something that a lot of us think about when it comes to our training needs.


    This webinar covered:

    • Part 4B: Independence For Assurance Engagements Other Than Audit And Review Engagements
    • ASQM 1
    • Independence Requirement
    • Threats To Independence
    • Non-Assurance Services
    • Provision Of Non-assurance Services
    • And much more...
     

    Small Business CGT Concessions For Accounting Practices - March 2024

    Instant Access (1 Hour of CPD) 


    Short Preview


    This webinar will run through the small business CGT concessions and then go through a number of case studies that have certainly dissatisfied the accountants who expected to have access to the concessions.


    This webinar covered:

    • How you can access the Small Business Concessions.
    • What are the rules to access the concessions?
    • What are the conditions for accessing the Small Business Concessions?
    • What are the concessions that are available?
    • Case studies of actual accounting firms
    • And much, much more
     

    Ethics Webinar - March 2024

    Instant Access (1 Hour of CPD) 


    Short Preview




    Ethics has become a prescribed component of CPD requirements for practising accountants of certain professional bodies (IPA & CA). It's not something that a lot of us think about when it comes to our training needs.


    This webinar covered:

    • Independence for Audit
    • Threats to Independence
    • Tax Advisory & Tax Planning
    • Providing Legal Services
    • Recruiting Services
    • Auditing SPFS’s
    • And more…
     

    Ethics Webinar - February 2024

    Instant Access (1 Hour of CPD) 


    Short Preview




    Ethics has become a prescribed component of CPD requirements for practising accountants of certain professional bodies (IPA & CA). It's not something that a lot of us think about when it comes to our training needs.


    This webinar covered:

    • Members In Public Practice
    • Non Compliance With Laws & Regulations (NOCLAR)
    • Responsibilities Of Management
    • Disclosing
    • APESB Update
    • Case Studies
    • Accountants Behaving Badly
    • And more…
     

    Value-Add Workpapers - November 2023

    Instant Access (1 Hour of CPD) 


    Short Preview


    This webinar will look at what is necessary to include on a workpaper as well as what a workpaper needs to have to add value to the process and provide relevant information that supports the client, the team and the process.

    Plus we’ll include some great training tips to get your staff preparing workpapers efficiently.  


    This webinar covered:

    • This webinar will cover
    • What are workpaper?
    • Why workpapers are required
    • The key elements needed on EVERY workpaper
    • When workpapers are required and why
    • Types of workpapers
    • What is referencing and why it matters
    • Examples of value add workpapers
    • The importance of self-review
     

    Ethics Webinar - November 2023

    Instant Access (1 Hour of CPD) 


    Short Preview




    Ethics has become a prescribed component of CPD requirements for practising accountants of certain professional bodies (IPA & CA). It's not something that a lot of us think about when it comes to our training needs.


    This webinar covered:

    • Section 340
    • What is an Inducement?
    • Reasonable Man Test
    • Factors to Consider if it is Improper
    • Inducements with No Intent
    • And more…
     

    Ethics Webinar - September 2023

    Instant Access (1 Hour of CPD) 


    Short Preview




    Ethics has become a prescribed component of CPD requirements for practising accountants of certain professional bodies (IPA & CA). It's not something that a lot of us think about when it comes to our training needs.


    This webinar covered:

    • Section 340
    • What is an Inducement?
    • Reasonable Man Test
    • Factors to Consider if it is Improper
    • Inducements with No Intent
    • And more…
     

    Ethics Webinar - August 2023

    Instant Access (1 Hour of CPD) 


    Short Preview




    Ethics has become a prescribed component of CPD requirements for practising accountants of certain professional bodies (IPA & CA). It's not something that a lot of us think about when it comes to our training needs.


    This webinar will:

    • An update on what the standards board (APESB) are up to and any relevant changes or announcements
    • An analysis of one of the ethical standards or principles
    • Case studies relating to the standard
    • 15 minutes of Q&A and discussion about the standard.
     

    Advising Clients on Structures - July 2023 

    Instant Access (1 Hour of CPD)


    Short Preview

    The webinar will look at when the structures are useful and why you might choose to use them in certain situations. It will help attendees understand how to advise clients on structuring and which structures might help their client achieve their goals.


    This webinar covers the below topics:

    • What is the Best Structure for Clients
    • Common Structures
    • Discretionary Trust
    • Factors to Consider when Advising Clients on Structures
    • Purpose of the Entity
    • Strategy of the Client
    • And much, much more…

    Ethics Webinar - July 2023

    Instant Access (1 Hour of CPD) 


    Short Preview




    Ethics has become a prescribed component of CPD requirements for practising accountants of certain professional bodies (IPA & CA). It's not something that a lot of us think about when it comes to our training needs.


    This webinar will:

    • An update on what the standards board (APESB) are up to and any relevant changes or announcements
    • An analysis of one of the ethical standards or principles
    • Case studies relating to the standard
    • 15 minutes of Q&A and discussion about the standard.
     

    Understanding Client Structures - June 2023

    Instant Access (1 Hour of CPD) 


    Short Preview

    Client structures can seem complicated. Each structure has its own benefits and opportunities as well as their own pros and cons. Fully comprehending the key aspects of each structure is a crucial step to determining which one is most viable for each client.

    This training will review:

    • Common structures

    • Their key elements and roles 

    • Concept of control

    • Governing documents and legislation

    • Pros and Cons of each structure

    • Taxation of each structure

     

    Special Disability Trusts
    Instant Access (1 Hour of CPD)






    Short Preview

    At Advisers Digest we have identified that there is no training around for accountants on the topic of special disability trusts. You may have clients with family members who are disabled, and you will need to know how to plan for the long term care and accommodation of these members. 

    If your clients have family members that have severe disabilities, a special disability trust may be appropriate for the long term care and accommodation for the individual. 

    This webinar is designed to give you a thorough basis on special Disability Trusts so that you will be in a better position to advise relevant clients. 

    The webinar will cover:

    • What is a Special Disability Trust?
    • When can you use a Special Disability Trust?
    • What are the alternatives to a Special Disability Trust? (Superannuation Pension, Special Needs Trust)
    • How do you establish a Special Disability Trust?
    • Centrelink and taxation consequences of a Special Disability Trust
    • Plus an additional 1-hour Q&A session where I provide my technical response to all the questions asked during the live session. This will be delivered via a recorded video after the live session. 
    • And much, much more…