Advisers Digest Webinar Recordings

Training for practising accountants & financial advisers.

Tax Masterclass Recordings

Individual Income Tax Returns 2020

Instant Access (3 Hours of CPD)

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This masterclass guides you through the key elements and aspects of Australian taxation law, as it relates to disclosure and compliance pertaining to 2020 income tax returns for individuals.

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

The 2020 income tax return disclosure and compliance requirements for individuals, including:

  • Assessable Income & Allowable Deductions
  • CGT Compliance & Disclosure
  • Residence, Source Of Income And International Tax
  • Adjusted Taxable Income Disclosure
  • Medicare Levy & Tax Offsets
  • Substantiation and Record Keeping Obligations
  • Assessments, Tax Collection, Withholding Mechanisms, Obligations, Rulings, Penalties and Audits
  • Tips, Traps and Planning

GST Intensive - Key Developments and Disclosure Requirements

Instant Access (3 Hours of CPD)

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This masterclass will provide participants with a comprehensive overview of complex areas of GST as well as recent GST developments in Australia.

In addition, the masterclass will also extensively canvass some of the tips, traps and pitfalls relevant to the operation of GST and GST disclosure in Australia.

The information gained will be particularly relevant as a risk detection and management framework in an environment where the ATO is engaging in widespread GST audit and reviews:

  • Mechanics and operation of complex GST areas
  • Recent Legislative amendments to GST law
  • GST Rulings and Determinations
  • ATO Interpretative Decisions and Practice Statements
  • Court judgements on scope and application of GST
  • Recent government announcements.

Tax Aspects of Incorporating Professional Services & Service Trusts

Instant Access (3 Hours of CPD)

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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 webinar 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:

  • The ATO requirements for allowing incorporation of professional practices
  • The ATO stance on the tax treatment of shareholders and directors of professional practice companies
  • Specific tax treatment of professional practice company losses and goodwill
  • Specific tax treatment of goodwill inherent in professional practice companies
  • The tax accounting basis for professional practice companies
  • The tax implications of using service trusts as part of the structure of a professional practice
  • Tips, traps and planning opportunities relevant to professional practices

Superannuation Webinar Recordings

Contributions & Strategies Masterclass

Instant Access (4 Hours of CPD)

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The world has changed significantly with regards to contributions and more than ever you need to look closely at your contribution strategies if you want to really maximise the money you have in super when you retire.

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

We’ll be covering:

  • What are rules around making contributions
  • Timing of Contributions
  • The taxation consequences of making contributions
  • Excess contributions charges
  • Transfer Balance Caps
  • Strategies to maximise your superannuation interests

SMSF Update Webinar Recording

Instant Access (1 Hour of CPD)

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Although the government has postponed the annual budget until November due to the COVID-19 outbreak, there have still been numerous changes to the SMSF sector within the past six months.

This webinar covers the following:

  • Of course the stimulus package and what to do with super including come modelling.
  • The latest on Investment Strategies.
  • Can we contribute up to age 67 now?
  • What happened with the SG Amnesty and how we saved a client $700,000 AFTER the event
  • Rent Relief – tips and traps.
  • Changes to Salary Sacrifice & Super Guarantee and opting out of Super Guarante
  • Private Rulings that impact the SMSF Sector.

Pensions & Pension Masterclass

Instant Access (3 Hours of CPD)

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Pensions inside super has become a lot more complicated since 2017. It used to be very simple. All your money was in a pension, now can't all be in a pension. We have transfer balance accounts, we have T-bar reporting, etc.

We've decided to run a two part webinar series where we will look at all of the detail around pensions and detailed strategies around maximising your after tax benefit from pensions.

What's covered in the webinar?

  • All the different types of pensions
  • When a pensions 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
  • Childrens’ pensions – taxation, Transfer balance issues, reporting
  • Pension Strategies

SMSF Foundations Webinar
Instant Access (1 Hour of CPD)

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Dive into the building blocks of establishing an SMSF - the definition of an SMSF, how to establish an SMSF & all the administrative requirements for running an SMSF. This will be a good refresher for things you may have forgotten.

Perfect for people looking to move into the SMSF space or if you haven't received formal training in the last 1-2 years.


What's covered in the webinar?

  • Considerations when establishing an SMSF
  • The steps to establish an SMSF
  • All the necessary documentation required including legislative references
  • Administrative requirements including legislative references
  • A detailed overview on the definition of an SMSF (eg can the wife of a partner in an accounting firm who works for the firm be in an SMSF with another partner in the firm?)
  • A quick overview on residency requirements and what do to when a member is going overseas.

Tax Related Webinar Recordings

Tax Update Webinar - July 2020 

Instant Access (1 Hour of CPD)

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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: 

  • COVID-19 economic stimulus measures and R&D claims
  • ATO JobKeeper update & Extension
  • ATO review of early release of super 
  • Work test and spouse contributions superannuation regulation 
  • HomeBuilder grant 
  • Treasury Laws Amendment (2020 Measures No. 3) Bill 2020
  • And much much more...

Tax Update Webinar - June 2020 

Instant Access (1 Hour of CPD)

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

Topics covered in this webinar cover changes to: 

  • Tax Update Includes changes to:
  • Private companies and UPE deadlines
  • JobKeeper Payments
  • Single touch payroll and small busines
  • The timing of income tax deductions for super contributions made through the SBSC
  • And much much more...

Tax Update Webinar - May 2020 

Instant Access (1 Hour of CPD)

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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 include the full spectrum of relevant legislation, court judgements and ATO rulings pertaining to:

  • Tax Developments in April/May 2020
  • Court case studies
    • Origin Energy Limited v Commissioner of Taxation (No 2) [2020] FCA 409
    • Peter Greensill Family Co Pty Ltd v FCT [2020] FCA 559
  • Important updates on Jobkeeper wage subsidy stimulus measure
    • PCG 2020/3 - Claiming deductions for additional running expenses incurred whilst working from home due to COVID-19
  • And much much more...

Tax Update Webinar - April 2020 

Instant Access (1 Hour of CPD)

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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 include the full spectrum of relevant legislation, court judgements and ATO rulings pertaining to:

  • Tax Developments in March 2020
    • R&D tax incentive changes reintroduced 
    • Increased application of superannuation guarantee penalty
    • Determining the extent of creditable purpose for car expenses
    • Dual residency and tie-breaker rules
    • Board of Taxation: Reforming individual tax residency rules
  • Government Stimulus Package Measures
  • And much much more...

Small Business Concessions
Instant Access (2 Hours of CPD)

Develop a strong understanding of who is entitled to Small Business Concessions to save your clients from hundreds of thousands of dollars in unnecessary tax.

If you haven’t revisited the small business concessions for a while or if you are new to the tax profession this is a must do.


What's covered in the webinar?

  • What are the small business concessions
  • Basic conditions for access to the small business concessions
  • How to apply the small business concessions
  • How the small business concessions differ in different structures – e.g. individual, trust or company
  • Active assets, connected entities and affiliates
  • Relevant cases and rulings

Other Webinar Recordings

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

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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)

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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.