Advisers Digest in Sydney, Australia | Financial service

Advisers Digest

Locality: Sydney, Australia

Phone: +61 2 9159 3969

Address: Suite 450, 311, Castlereagh Street 2000 Sydney, NSW, Australia

Website: https://advisersdigest.com.au/

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25.01.2022 September is just around the corner and our specialist SMSF Training topic of the month is on [Property in SMSFs]. SMSFs and Direct Property. They go hand in hand... You cant really get access to direct property investments through any other fund and an SMSF is usually the most tax effective structure to hold a property. It is what they are all about.... For some, the rules can be complex Which is why we decided to host 2 different forms of training on the topic, An online masterclass AND a live workshop (in our Office, Sydney CBD), Friday, 9AM - 1PM, 18th September 2020 https://bit.ly/3alECiE Online masterclass dates: 10th, 17th 24th September 2020 (Thursdays 11am AEST) If you prefer your training done online, without having to leave the home/office and to have access to the recordings for future watching, click here https://bit.ly/2OLKDLC This is 4 hours of CPD, that is essential to anyone that wants to provide advice regarding direct property investing using SMSFs to their clients. #Property #SMSF #Investments #Superannuation #Workshop #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #PeterJohnson #Masterclass #propertyinvestment #propertyinSMSFs #selfmanagedsuper

25.01.2022 Happy Monday arvo! Have you seen my recent Advisers Digest weekly video talking about [Pension Payments Above the Minimum to Be Lump Sums] https://bit.ly/2C7VQm For our Video Vault Subscribers, this week at video #122, we cover: [Correct Admin Process For Salary Sacrifice]... Subscribe to our Free Bi-Weekly Video series, where you will get: One NEW video delivered to your email inbox every other week on Mondays AND New updates of our workshops, webinars, events https://bit.ly/2C7VQm Want to know more about the [SMSF video vault]? It contains 200+ SMSF technical videos in 40+ categories PLUS 1 brand new videos released every week. http://bit.ly/2SuSNcC #Pensions #PensionPayments #SalarySacrifice #SMSF #SMSFadvice #SMSFstrategy #SMSFforAccountants #AdvisersDigest #selfmanagedsuper #super #superannuation #SMSFvideoVault #PeterJohnson #videos #accountants

24.01.2022 BRAND NEW FREE tax technical video series for you. Mum Dies Leaving a Family Trust and Principal Residence https://bityl.co/4NjF Our Accountants Video Vault series tackles challenging client queries sent in by real practising accountants relating to tax, companies, trusts and more... Episode #3 of our Accountant’s Video Vault looks at: Mum Dies Leaving a Family Trust and Principal Residence... A client has a family trust with a corporate trustee. Directors are mum, daughter and son. Mum has recently passed. Daughter and son are left as directors of the corporate trustee of the family trust. But mum's pass has left everything to be divided equally between the daughter and the son. The trust owns a commercial property and is wanting to buy another. Is there any problem in getting the trust to buy the new property before probate is granted? Subscribe to our Free Accountants Video Vault Series, where you will get: Exclusive access to our Fresh-Off-The-Press Videos New updates of our workshops, webinars, events Watch the full video here https://bityl.co/4NjF #Deceased estates #Estate planning #Tax #Taxadvice #Taxstrategy #TaxforAccountants #AdvisersDigest #TaxVideos #PeterJohnson #videos #accountant

24.01.2022 [Live Workshop Starting Next Friday] Our third workshop for the year starts next Friday, 18th September and its all about Property In SMSFs... https://bit.ly/3alECiE Direct property investments arent really accessible through other funds... SMSFs are usually the most tax effective structure to hold a property. It is what they are all about. For some, the rules can be complex... At Advisers Digest we have developed a live workshop to go through all the ins and outs of property investing in SMSFs. We will look at all the rules regarding property, the taxation of property transactions regarding SMSFs, available structures and then finally at strategies. (Presented by our director - Peter Johnson) Date: 9AM - 1PM, Friday, 18th September 2020 (Live in Sydney CBD at our office) The workshop is interactive & a small group. We have ensured that our workspace is compliant with COVID-guidelines & social distancing to ensure the safety of all attendees & Morning tea & refreshments are included, PLUS get 4 hours of CPD. Find out more here https://bit.ly/3alECiE #Property #SMSF #Investments #Superannuation #workshop #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #PeterJohnson #propertyinSMSFs #tax #selfmanagedsuper #PropertyinSuper

23.01.2022 [New Tax Masterclass] Taxation Aspects of Deceased Estates & Estate Planning https://bit.ly/2WYMEZ1 Most practising accountants will rarely deal with deceased estates but 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 so that you can better advise your clients in the ar...eas of deceased estates. Well cover things like: Legal nature of deceased estates Overview of the capital gains tax principles relevant to deceased estates Tax treatment of minor beneficiaries of deceased estates Tax of superannuation death benefits Business succession - tax issues in funding the transfer Taxation of testamentary trusts - splitting and merging testamentary trusts Dates: (Sydney time) Session 1: Friday, 1pm, 4 September Session 2: Friday, 1pm, 11 September Session 3: Wednesday, 1pm, 16 September Join us without having to leave your home/office. Plus get 3 hours of CPD. https://bit.ly/2WYMEZ1 #Deceasedestates #assets #taxplanning #estateplanning #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd

23.01.2022 Our Death Benefits Masterclass kicks of this Thursday, 13th August at 11am (Sydney Time, AEST) https://bit.ly/2NQ5Z9P We brought back this popular masterclass because the topic of Death Benefit Payments is one of the most common queries asked of us by practising accountants. This masterclass will help you sharpen your knowledge in death benefits matters as well as help your clients save hundreds of thousands of dollars.... So what will we be covering? The laws surrounding payment of death benefits. Insurance issues Taxation of death benefits Tax planning for death benefits Case studies and strategies that you can apply today to save your clients hundreds of thousands of dollars. Dates (3x 1-hour weekly online sessions): (Sydney time) Session 1: This Thursday, 11AM, 13 August 2020 Session 2: Thursday, 11AM, 20 August 2020 Session 3: Thursday, 11AM, 27 August 2020 Get 4 hours of CPD & A CPD certificate will be provided to you. Plus, if you cant attend any of our live sessions, well provide you with the digital recording & slides. Join us this Thursday https://bit.ly/2NQ5Z9P #DeathBenefits #BenefitPayments #Taxstrategy #DeathBenefitsTax #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd

23.01.2022 [SMSF Foundations Workshop] kicks off this Friday, 7th August. Well be bringing it back to the basics - SMSF Foundations https://bit.ly/3jujydW This workshop is perfect for both junior accountants who need to sharpen their SMSF knowledge. As well, for practising accountants who havent received formal training on SMSF within the past 2-3 years, you can benefit from this refresher workshop. ... Were keeping numbers to a handful, to ensure things are interactive while also COVID-safe. At this 4 hour workshop, well dissect in-depth: How to establish an SMSF The definition of an SMSF Considerations when establishing an SMSF. Administrative responsibilities of the trustees Date: This Friday, 9AM - 1PM, 7th August 2020, live in our Sydney CBD office. Social distancing policies will be in place. Get 4 hours of CPD, plus delicious morning tea. Last 2 spots left. Join us here https://bit.ly/3jujydW #smsf #workshop #accountants #tax #advisersdigest #peterjohnson #selfmanagedsuper #superannuation #taxplanning #cpdforaccountants #CPD #cpdforaccountants #SMSFstrategy #SMSFfoundations #smsfforaccountants #cpdtraining #smsftraining #workshops

23.01.2022 [New Tax Masterclass in October] Taxation Aspects of Companies & Distributions Masterclass https://bit.ly/3axj9U1 Youll get practical hands-on understanding of company taxation and tax return disclosure,trained by senior tax counsel - Peter Adams. Well start with the fundamentals of income and deductions relevant to companies then move on to the more complex areas of income categories such as trading stock, capital gains, small business CGT concessions and taxation of ...company structures. Specifically well cover: Rules for companies pertaining to recognition and Derivation of income Key rules for companies pertaining to recognition and Derivation of income Application CGT to companies, including key CGT events and the operation of the SBE CGT concessions in respect of companies Particular types of allowable deductions specific to companies And much much more.... All sessions are hosted online, join us without having to leave your (home) office. Find out more here https://bit.ly/3axj9U1 #Companies #Taxation #Distributions #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #taxspecialtopics #tax #taxplanning #accounting

22.01.2022 Happy Monday! [Starting this Thursday at 11am AEST] Session 3 of our Death Benefits Masterclass https://bit.ly/2NQ5Z9P Trained by our director - Peter Johnson. During session 1, we looked at the legal side of Death Benefit Payments. How are death benefits paid, who can receive them, dependent and interdependent relationships, changing trustees after death, etc... Session 2 covered insurance & superannuation, and taxation of death benefits. Our final session kicks off this Thursday, 27th August at 11am (AEST), where we will go through the strategies and how you can help your clients save hundreds and thousands on death benefit taxes. Remaining session date: Session 3: Thursday, 11AM, 27 August 2020 (Sydney Time, AEST) Get 4 hours of CPD & a CPD certificate. Plus, get the digital recording & slides if you cant make it live. You also get instant access to session 1 & 2s recordings upon registration. Join us this Thursday https://bit.ly/2NQ5Z9P #DeathBenefits #BenefitPayments #Taxstrategy #DeathBenefitsTax #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #peterjohnson #superannuation #selfmanagedsuper #superfunds #taxplanning #smsf #tax

22.01.2022 Not long to go before we kick off our final Tax Training Day for the year https://taxtrainingday.com.au/ Weve secured a much larger venue to accommodate social distancing rules to ensure the safety of all attendees and presenters. Our final session of the year will begin on Friday, 16th October 2020 live at Rydges, World Square in Sydney.... Well be covering: SMSFs & Unrelated/Related Trusts presented by Peter Johnson. Jo-anne Hotston will then go through a presentation on Property The Capital Revenue Distinction And of course, a quarterly Tax Update presented by Jo-anne Hotston Get 7 hours of CPD from this live training. Interact and mingle with fellow attendees and our expert presenters. And meet our exhibitors Victor Jahja from Accountancy Insurance, David Goldsmith from Evolv Super Audits, Greg Einfeld from Lime Actuarial and Mick Nielsen from Acis (Australia) Learn more or join us https://taxtrainingday.com.au/ #TaxTrainingDay #AdvisersDigest #VivaResults #Accountants #SMSF #Superannuation #CPD #PeterJohnson #taxupdates #trainingforaccountants #CPDforaccountants #property

21.01.2022 [Starting This Thursday] Exclusive training all about Property In SMSFs https://bit.ly/2OLKDLC As you all know, Direct Property and SMSFs are made for each other. Direct property investments arent really accessible through other funds. SMSFs are usually the most tax effective structure to hold a property. It is what they are all about.... For some, the rules can be complex This Thursday, 11AM, 10th September well be kicking off our online masterclass all on Property in SMSFs. This is 4 hours of CPD, that is essential to anyone that wants to provide advice regarding direct property investing using SMSFs to their clients. We will look at all the rules regarding property, the taxation of property transactions regarding SMSFs, available structures and then finally at strategies. As with all our masterclasses, if you cant make it live, well give you the recordings + slides. Find out more or register now here https://bit.ly/2OLKDLC #Property #SMSF #Investments #Superannuation #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #PeterJohnson #Masterclass #propertyinvestment #propertyinSMSFs #selfmanagedsuper #tax

20.01.2022 As a practising accountant, completing your CPD requirements can be time consuming... https://bit.ly/2YD3Tkp For some, in a covid-free situation, this involves sacrificing valuable billable hours to attend live training (of which also includes accommodation & travel costs). So whats the easiest way to complete 40 hours of CPD easily and conveniently? Thats exactly the problem we aimed to address with our signature program - The Complete Tax CPD Program.... We designed the Complete Tax CPD program with 2 things in mind. 1 To provide accountants with 40 hours of CPD/year to meet their professional body requirements 2 To deliver accountants with good quality CPD on tax special topics and monthly tax updates so they can stay up to date and sharpen their technical skillset Get access to: 10 Special Topic masterclasses (3 hours/month) - 30 hours/year. 10 Monthly Tax Update webinars (1 hour/month) - 10 hours/year. PLUS, get all the recordings + slides stored in your account so you can watch everything whenever/wherever you want. Find out more https://bit.ly/2YD3Tkp #tax #CPD #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #accounting #taxupdates See more

20.01.2022 We just concluded session 1 of our Property In SMSFs Masterclass https://bit.ly/2OLKDLC We started this masterclass by going through: What is Real Property Investment Standards... Buying a Property off a Related Party Stamp Duty in different states Paying Property out of a Pension And much much more... If you deal with clients who invest in direct property using SMSFs then this is 4 essential hours of CPD. This will provide you with valuable training on all the rules regarding property, the taxation of property transactions regarding SMSFs, available structures and then finally at strategies. Upon registration, you will not only book your spot to session 2 & 3, but also get instant access to the recording of session 1s recording. Remaining session dates: Session 2: Thursday, 11AM, 17th September 2020 (AEST) Session 3: Thursday, 11AM, 24th September 2020 (AEST) Find out more or register now here https://bit.ly/2OLKDLC #Property #SMSF #Investments #Superannuation #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #PeterJohnson #Masterclass #propertyinvestment #propertyinSMSFs #selfmanagedsuper #tax

19.01.2022 [Starting In 2 Weeks]Death Benefits Masterclass - Tax & Estate Planning For The Death Of SMSF Members https://bit.ly/2NQ5Z9P In August (starts on 13th August, Thursday at 11am AEST), we will be hosting an online masterclass that walks you through tax & estate planning for the death of SMSF members. This masterclass will help you sharpen your knowledge in death benefits matters as well as help your clients save hundreds of thousands of dollars. ... Heres what you will get from the masterclass: 4 hours of CPD. A CPD certificate will be provided to you. The laws surrounding payment of death benefits. Insurance issues Taxation of death benefits Tax planning for death benefits Case studies and strategies that you can apply today to save your clients hundreds of thousands of dollars. THREE engaging 1-hour workshops- 50 minutes of explanation with 10 minutes of questions at the end. If you cannot make all the sessions, we will provide you with a digital recordings of the sessions (slides included) Learn more or join us here https://bit.ly/2NQ5Z9P #DeathBenefits #BenefitPayments #Taxstrategy #DeathBenefitsTax #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd

18.01.2022 We just finished Session 2 of our Death Benefits Masterclass. During the live session, we went through the insurance and taxation aspects of death benefits. We looked at things like: Tax & insurance payments with examples Payments to various parties (dependants, children, non-dependants)... Reversionary & non-reversionary pension examples And much much more... Our final session kicks off next Thursday, 27th August at 11am (AEST), where we will go through the strategies and how you can help your clients save hundreds and thousands on death benefit taxes. https://bit.ly/2NQ5Z9P If you sign up for this masterclass, well give you instant access to the recording of the session 1 & 2. Watch, gather your questions, join us for session 3 and ask us any questions you may have regarding the topic. Get 4 hours of CPD & A CPD certificate will be provided to you. Plus, get the digital recording & slides if you cant make it live. Join us https://bit.ly/2NQ5Z9P #DeathBenefits #BenefitPayments #Taxstrategy #DeathBenefitsTax #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd

18.01.2022 How much do you know about Tax Planning For The Death of SMSF Members? Our online Death Benefits Masterclass starts next week. (4 Hours of CPD) https://bit.ly/2NQ5Z9P In this masterclass, our director- Peter Johnson will be going through the law and taxation of death benefits, as well as strategies and case studies that you can apply for your clients to save the amount of death benefit taxes paid. Session dates: (Sydney time)... Session 1: Next Thursday, 11AM, 13 August 2020 Session 2: Thursday, 11AM, 20 August 2020 Session 3: Thursday, 11AM, 27 August 2020 Heres what you will get: 4 Hours of CPD Thorough understanding of the law and taxation of death benefits Behind the scenes case studies and strategies that you can apply today to save your clients hundreds of thousands of dollars! PLUS, a 1 hour technical Q&A video where well provide in-depth responses to the questions asked during the live webinar sessions. Plus, if you cant attend any of our live sessions, recordings & slides are included. Dont miss it... You can find out more and register here https://bit.ly/2NQ5Z9P #DeathBenefits #BenefitPayments #Taxstrategy #DeathBenefitsTax #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd

17.01.2022 We just concluded our second workshop of the year going through SMSF Foundations. Thanks to all attendees for coming out today for a big day of CPD training. In this workshop, we built on the foundations of establishing an SMSF. We looked at the definition of an SMSF, how to establish an SMSF, all the administrative requirements for running an SMSF and more Our third workshop for the year will be on the topic of Property in SMSFs https://bit.ly/3a3Fic9 ... Property is the big thing when it comes to SMSFs. If you want to invest in shares and managed funds you can usually find far cheaper alternatives that still offer full control. This workshop will look at everything property related. How to acquire property, who you can acquire it off, stamp duty and land tax issues, definitions, LRBAs, related party loans, transferring properties into and out of the fund to and from members and lots more. Date: Friday, 18 September 2020, live in the Sydney CBD https://bit.ly/3a3Fic9 #Property #Propertyinsmsf #smsf #workshop #accountants #tax #advisersdigest #peterjohnson #selfmanagedsuper #superannuation #taxplanning #cpdforaccountants #CPD #cpdforaccountants #SMSFstrategy #SMSFfoundations #smsfforaccountants #cpdtraining #smsftraining #workshops

16.01.2022 What major changes have been announced for the tax industry within the past month? https://bit.ly/3jwfPN4 The tax season is here and you might be busy with client tax returns And you might not have had the chance to read up on recent legislative changes and announcements. ... Especially during these challenging times, as practising accountants you need to stay on top of tax developments to better serve your clients. Next Thursday, 1pm, 27th August (Sydney Time), we will be holding a tax update webinar going through all the changes to tax within the months of July/August. The webinar will run for 1-hour. There will be a section at the end of the webinar dedicated for Q&As. You can ask any questions you may have regarding the topic at hand. PLUS, we have special packages that provide you with acces to ALL of our monthly Tax Update Webinars. Find out more here https://bit.ly/3jwfPN4 #webinars #onlineCPD #smsfupdates #taxupdates #accountants #tax #advisersdigest #peterjohnson #selfmanagedsuper #superannuation #taxplanning #taxtraining #cpdforaccountants #taxation #accounting #cpdtraining #cpd #smsftraining #accountants #taxtraining #GST #FBT #smallbusinesses #super #smsf #taxlaws

16.01.2022 [Our Popular Webinar Is Back] As a practising accountant, you might come across clients who have family members with disabilities. Maybe you already deal with some... https://bityl.co/3CVu Situations like family members who are disabled and who will want you to help them plan for the long term care and accommodation of these members... And one of the considerations is determining whether a Special Disability Trust is an appropriate structure for the client.... Which is why we have brought back our live 1-hour webinar on Special Disability Trusts. Presented by our director - Peter Johnson. We will go through: 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 And much more... Date? Thursday, 12PM, 22nd October 2020 (AEST) PLUS, get 2 hours of CPD. (1 hour live presentation, 1 hour Q&As) Learn more here https://bityl.co/3CVu #specialdisabilitytrusts #trusts #cpdforaccoutnants #SMSF #superannuation #selfmanagedsuper #webinar #AdvisersDigest #accountants #PeterJohnson #onlinetraining #CPD #tax #accounting #accountant #cpdtraining #taxation

16.01.2022 [Starting This Friday] Session 2 of our Trust Taxation Intensive Masterclass https://bit.ly/2BW6Nr0 In our first session, we went through the basics; defining trust, trust components, types of trust, settlements, vesting of trusts, and much more... Our remaining session dates: (Sydney time)... Session 2: This Friday, 1pm, 14 August 2020 Session 3: Friday, 1pm, 21 August 2020 This online masterclass will provide you with 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. Develop a comprehensive understanding of core requirements for effective establishment and operation of trusts without having to leave your (home) office... When you register, youll get instant access to our first session so you can get up to speed for our next session. All sessions are hosted online, join us without having to leave your (home) office. PLUS, get 3 hours of CPD. Click the link to find out more https://bit.ly/2BW6Nr0 #trusts #familytrust #trusttaxation #webinars #tax #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #taxspecialtopics #taxmasterclass #taxationoftrusts #familytrust #unittrust

16.01.2022 [Starting This Thursday] February Tax Update Webinar begins this Thursday, 25th February at 1pm (AEDT) https://bit.ly/3jwfPN4 Get an in-depth update on all the major legislative changes within the tax industry that have been introduced within the months of December - February. Presented by Senior Tax Counsel Peter Adams, this webinar will run for 1-hour and provide comprehensive coverage of key changes and developments to relevant legislation, court judgements and ATO ruli...ngs. Date and Time => 1PM, Thursday, 25th February 2021 (AEDT) It is 100% online so you can join us from anywhere. Q&A included Ask any questions you need the answers to at the end of our webinar, dedicated to Q&As. Miss the session? Don’t worry - you’ll still receive the recording, accompanying slides, and 1 hour of CPD. PLUS, we have special packages that provide you with access to ALL of our monthly Tax Update Webinars and get 12 hours of CPD per year. Find out more here https://bit.ly/3jwfPN4 #webinars #onlineCPD #taxupdates #accountants #tax #advisersdigest #peterjohnson #taxplanning #taxtraining #cpdforaccountants #taxation #accounting #cpdtraining #cpd #accountants #taxtraining #taxlaws

15.01.2022 [Practising Accountants] Enjoy learning in an interactive, intimate setting? Our LIVE Tax Training Day is for you http://bit.ly/TTD2021. Sharpen your professional skills this March with our first Tax Training Day of the year. Covering both areas of Superannuation and Tax, we’ll be discussing essential topics in detail so you can better serve your clients in the long run.... What will we cover? Taxation Issues of Deceased Estates - By Jo-anne Hotston from Taxbytes The Sole Purpose Test - By Peter Johnson A full Tax Update covering all the changes to tax within the past quarter - By Jo-anne Hotston When is it? Friday, 19 March 2021 (9am to 5:30pm) Morning/afternoon tea and lunch are included. PLUS, get up to 21 Hours of CPD for all 3 events. And meet our amazing exhibitors Accountancy Insurance, Jirsch Sutherland, and Acis (Australia). Find out more or register here: http://bit.ly/TTD2021 (The event is 100% compliant with covid safe guidelines!) #TaxTrainingDay #AdvisersDigest #Accountants #SMSF #Superannuation #tax #deceasedestates #taxupdate #solepurposetest #vivaresults

14.01.2022 What major changes to the SMSF sector have happened over the past 6 months? https://bityl.co/3pZK While there was almost nothing announced from the Federal Budget this year, there have been some important changes to be aware of. We’ll be dissecting all these changes at our bi-annual SMSF Update webinar, kicking off next Thursday, 26th November 2020 at 12pm (Sydney Time/AEDT).... So what exactly is going to be covered? Changes to the age based limits Where are 6 member funds up to Fixing up Market Linked Pension problems Accountants billing their own funds the latest Changes to Auditor Independence and what YOU can do about it Paying too much on a TRIS Pension payments above the minimum paid before March As well as any relevant Private Rulings, ATO publications, and more... And much, much more 12pm, Next Thursday, 26th November 2020 (Sydney Time, AEDT), 100% online. Come along, ask any questions you may have regarding these changes and get them answered live. Plus, get 1 hour of CPD. Learn more or join us here https://bityl.co/3pZK #SMSFUpdate #FederalBudget #cpdforaccoutnants #SMSF #superannuation #selfmanagedsuper #webinar #AdvisersDigest #accountants #PeterJohnson #CPD

14.01.2022 Upon death, most people will leave behind assets. Most individuals dealing with a deceased estate will have little or no experience doing it. https://bit.ly/2WYMEZ1 They will seek advice from a solicitor but in many instances, they also need the input of an accountant. But there is also some great planning that can revolve around minimising taxes whilst maintaining control of deceased estates. ... Which is why for the month of September, weve invited senior tax counsel Peter Adams to bring you a tax masterclass on Taxation Aspects of Deceased Estates & Estate Planning. https://bit.ly/2WYMEZ1 This masterclass will examine the taxation of deceased estates, including recent legislative changes, rulings and court judgements so that you can better advise your clients in the areas of deceased estates. Based on Sydney time, AEST Dates: Session 1: Friday, 1pm, 4 September Session 2: Friday, 1pm, 11 September Session 3: Wednesday, 1pm, 16 September Join us without having to leave your home/office. Plus get 3 hours of CPD https://bit.ly/2WYMEZ1 #Deceasedestates #assets #taxplanning #estateplanning #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #taxspecialtopics

12.01.2022 [Starting this Friday, Session 3] Were kicking of our third and final session in our Trust Taxation Intensive Masterclass this Friday, 21st August at 1pm (AEST) https://bit.ly/2BW6Nr0 In our first session, we went through the basics; defining trust, trust components, types of trust, settlements, vesting of trusts, and much more Session 2 saw senior tax counsel Peter Adams go in depth into CGT and Trusts, looking at things like CGT events relating to trusts, cost base o...f assets and CGT Small Business Concessions. Our final session kicks off this Friday, 21st August at 1pm (Sydney Time/AEST). Youll get instant access to the recordings of session 1 and 2 upon registration so you can get up to speed for our next session. Join us on Friday and ask any questions you may have regarding the topic and we will address them on the spot. Get 3 hours of CPD, join us here https://bit.ly/2BW6Nr0 #trusts #familytrust #trusttaxation #webinars #tax #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #taxspecialtopics #taxmasterclass #taxationoftrusts #familytrust #unittrust

12.01.2022 [New Workshop in September, Sydney CBD] We are running our 3rd interactive workshop for the year on Friday, 18th September 2020. Our director - Peter Johnson will be going through PROPERTY IN SMSFs https://bit.ly/3alECiE We all know Property and SMSFs go hand in hand. It is what they are all about. But the rules can be complex... At our live workshop, we will go through all the ins and outs of property investing in SMSFs. We will look at all the rules regarding property, the taxation of property transactions regarding SMSFs, available structures and then finally at strategies. This is essential for all practising accountants who advise on SMSFs. Date: 9AM - 1PM, Friday, 18th September 2020 (Live in Sydney CBD) The workshop is interactive & a small group. We have ensured that our workspace is compliant with COVID-guidelines to ensure the safety of all attendees. Morning tea & refreshments are included, PLUS get 4 hours of CPD. Find out more here https://bit.ly/3alECiE (only 5 spots remaining) #Property #SMSF #Investments #Superannuation #workshop #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #PeterJohnson #propertyinSMSFs #tax #selfmanagedsuper #PropertyinSuper

12.01.2022 Want to take the stress out of planning your CPD without having to love valuable billable hours? https://bit.ly/2YD3Tkp Completing your CPD as a practising accountant can be cumbersome. And we all need to do 40 hours a year on average. Which is why we developed our signature program - The Complete Tax CPD Program. ... It provides practising accountants with the perfect solution through easy to complete yet quality online training. 40 hours per year, all online, all in the same place. Zero fuss... The program will deliver 40 hours of quality training via: 10 Special Topic masterclasses (3 hours each month), 30 hours per year. 10 Monthly Tax Update webinars (1 hour each month), 10 hours per year. PLUS, get all the recordings + slides stored in your account so you can watch everything whenever/wherever you want. Get one single CPD certificate providing you with 40 hours of CPD at the end of the year. As simple as that. To take the stress out of your CPD training click here https://bit.ly/2YD3Tkp #tax #CPD #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #taxspecialtopics #accountants #accounting #training #taxupdates

12.01.2022 Happy Monday, our free new technical video [SMSF Pays to Estate then to Trust] https://bit.ly/2CGJLp9 Every Monday, we release 1 video where we cover difficult SMSF related queries sent in by real accountants. This question is around a death benefit that was paid to an estate that then went into a testamentary trust. ... How much tax is payable on that death benefit and who actually pays and remits the tax? Subscribe to our Free Bi-Weekly Video series, where you will get: One NEW video delivered to your email inbox every other week on Mondays AND New updates of our workshops, webinars, events Watch this weeks video here https://bit.ly/2CGJLp9 We have now collated over 200+ similar technical solution videos ready for you to access, as part of our SMSF Video Vault. 200+ real SMSF related queries, 200+ technical videos, covering 40+ categories PLUS 1 new video released every week. Learn more here http://bit.ly/2SuSNcC #DeathBenefit #DeathBenefitPayments #SMSF #SMSFadvice #SMSFstrategy #SMSFforAccountants #AdvisersDigest #selfmanagedsuper #super #superannuation #SMSFvideoVault #PeterJohnson #videos #accountants

12.01.2022 Our final session of our Taxation Aspects of Winding Up Companies Masterclass kicks off this Friday, 20th November https://bityl.co/3agn What’s been covered so far? In our first session, Senior Tax Counsel Peter Adams went through things like the legal nature of companies, company taxation, residency status, tax implications of winding up companies and informal winding up.... Session two looked at, appointment of liquidators, status and treatment of assets, CGT effects for the shareholder, specific effect if shareholder shares are post-CGT, shareholder loans. Join us for the final session, kicking off this Friday, 1pm, 20 November (Sydney Time/AEDT). This three-part masterclass will examine the taxation aspects of winding up companies, including recent legislative changes, rulings and court judgements When you sign up, you’ll get INSTANT ACCESS to the recordings + slides of session 1 & 2 so you can catch up before joining us this Friday. Join us without having to leave your home/office. PLUS, get 3 hours of CPD. https://bityl.co/3agn #Companies #Taxation #WindingUpCompanies #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #tax #accounting

12.01.2022 [This Friday, Session 2] Taxation of Deceased Estates & Estate Planning starts this Friday at 1PM Sydney time https://bit.ly/2WYMEZ1 In our first session, Senior Tax Counsel Peter Adams went through things like: Obligations For Period Prior To Death & Administration Obligations During Administration Of Estate Issues In Preparing Returns... Tax Developments pertaining to PCG 2018/4 Income tax Disposal Of Estate Assets And CGT CGT Implications And more Remaining session dates: Session 2: This Friday, 1pm, 11 September (AEST) Session 3: Wednesday, 1pm, 16 September (AEST) This masterclass will examine the taxation of deceased estates, including recent legislative changes, rulings and court judgements so that you can better advise your clients in the areas of deceased estates. When you sign up, youll get INSTANT ACCESS to the recording + slides of session 1 so you can catch up before joining us this Friday. Join us without having to leave your home/office. PLUS, get 3 hours of CPD. https://bit.ly/2WYMEZ1 #Deceasedestates #assets #taxplanning #estateplanning #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd

11.01.2022 [Tax Training Days 2021] The door is officially open for next year's tax training day events. http://bit.ly/TTD2021 This year, we managed to run 3 events on schedule during covid (luckily!) and we received great feedback from the delegates. ... It was great to see everyone mingling with each other and with presenters while following social distancing guidelines. More so, in 2021 we’ve secured 3 events. Dates (7 hours of CPD for each event) Friday, 19 March 2021 Friday, 15 July 2021 Friday, 15 October 2021 The events will be hosted at Rydges World Square, Sydney CBD. Next year, we will be covering special topics requested by you including: Sole Purpose Test Deceased Estates Taxation Issues Bi-annual SMSF Update Capital allowances revisited Superannuation Pension Strategies Tax and Property Recent Issues As well as quarterly Tax Updates at each event I'd like to invite you to join us in 2021 as we are offering super early bird. Get 21 hours of CPD when you join all 3 events. Learn more or register here http://bit.ly/TTD2021

10.01.2022 Happy Monday, this week well be looking at our previous video [Are There Any Consequences In The Members Renovating A Property Of The Fund?] https://bit.ly/3feblrq Every other Monday, we release 1 video where we cover tricky SMSF related queries sent in by real accountants. This week we take a look at: [Are There Any Consequences In The Members Renovating A Property Of The Fund?]... Subscribe to our Free Bi-Weekly Video series, where you will get: One video delivered to your email inbox every other week on Mondays AND New updates of our workshops, webinars, events Watch this weeks video here https://bit.ly/3feblrq We have now collated over 200+ similar technical solution videos ready for you to access covering 40+ categories, PLUS 1 new video released every week as part of our SMSF Video Vault. This week in the video vault (members only), well be looking at [Financial Acquisitions Threshold And GST In SMSFs] Subscribe below & watch 200+ member-only technical SMSF videos http://bit.ly/2SuSNcC #Property #Renovation #Acquisitions #GST #SMSF #SMSFadvice #SMSFstrategy #SMSFforAccountants #AdvisersDigest #selfmanagedsuper #super #superannuation #SMSFvideoVault #PeterJohnson #videos #accountants

10.01.2022 [Starting Next Friday] Taxation Aspects of Deceased Estates & Estate Planning Masterclass https://bit.ly/2WYMEZ1 September is just around the corner, meaning we will soon kick off our new masterclass all about the taxation of Deceased Estates & Estate Planning. Why do you as a practising accountant need to learn about a topic in the realm of solicitors? ... Because even though most of us will rarely deal with deceased estates we could all expect to have them as clients occasionally. And 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 so that you can better advise your clients in the areas of deceased estates. Dates: (Sydney time) Session 1: Friday, 1pm, 4 September 2020 (Sydney Time/AEST) Session 2: Friday, 1pm, 11 September 2020 (Sydney Time/AEST) Session 3: Wednesday, 1pm, 16 September 2020 (Sydney Time/AEST) Join us without having to leave your home/office. Plus get 3 hours of CPD. https://bit.ly/2WYMEZ1 #Deceasedestates #assets #taxplanning #estateplanning #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd

09.01.2022 Learn all about the major changes to the tax that have happened this month at our monthly Tax Update Webinar kicking off this Thursday, 27th August at 1pm (AEST) https://bit.ly/3jwfPN4 As practising accountants, we need to stay on top of these changes so as to provide the best and up to date service we can to our clients. Especially during these challenging times, as practising accountants you need to stay on top of tax developments to better serve your clients. ... This Thursday, 1pm, 27th August (Sydney Time), we will be holding a tax update webinar. Our presenter, senior tax counsel Peter Adams will spoonfeed you all the changes to tax within the months of July/August. The webinar will run for 1-hour. There will be a section at the end of the webinar dedicated for Q&As. You can ask any questions you may have regarding the topic at hand. PLUS, we have special packages that provide you with access to ALL of our monthly Tax Update Webinars. Find out more here https://bit.ly/3jwfPN4 #webinars #onlineCPD #smsfupdates #taxupdates #accountants #tax #advisersdigest #peterjohnson #selfmanagedsuper #superannuation #taxplanning #taxtraining #cpdforaccountants #taxation #accounting #cpdtraining #cpd #smsftraining #accountants #taxtraining #GST #FBT #smallbusinesses #super #smsf #taxlaws

08.01.2022 [Starting This Friday] Taxation of Deceased Estates & Estate Planning https://bit.ly/2WYMEZ1 Most practising accountants will rarely deal with deceased estates but 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 so that you can better advise your clients in the areas of ...deceased estates. Senior tax counsel Peter Adams will go through: Legal nature of deceased estates Overview of the capital gains tax principles relevant to deceased estates Tax treatment of minor beneficiaries of deceased estates Tax of superannuation death benefits Business succession - tax issues in funding the transfer Taxation of testamentary trusts - splitting and merging testamentary trusts (Sydney time) First Session: This Friday, 1pm, 4 September Join us without having to leave your home/office. PLUS, get the recordings + slides if you cant make any live sessions. Get 3 hours of CPD. https://bit.ly/2WYMEZ1 #Deceasedestates #assets #taxplanning #estateplanning #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #tax

08.01.2022 Are you up to date with the current Fringe Benefits Tax changes https://bit.ly/3p91591 As the ATO has commenced significant FBT audit and review activity over the last 12 months, it is a particularly relevant time to thoroughly understand the current laws and recent changes to avoid any future implications. That’s why we’ve created our Fringe Benefits Tax Essentials Masterclass, presented by Senior Tax Counsel - Peter Adams.... This exclusive Masterclass is 100% online and will cover: Fringe benefits overview Recent changes affecting the 2020 FBT year FBT and GST interaction Contemporary salary packaging options Tips and traps for preparing FBT returns And much, much more... PLUS, get 3 Hours of CPD & a CPD Certificate.. Dates (Sydney time, AEDT) Session 1: Thursday, 1PM, 4 March 2021 Session 2: Thursday, 1PM, 11 March 2021 Session 3: Thursday, 1PM, 18 March 2021 You will also get the chance to interact & ask questions during the included Q&A session. If you miss the live session, you’ll still get the recordings & presentation slides for your own viewing. Best part is you can join us from anywhere. Learn more or join us here https://bit.ly/3p91591 #FringeBenefitTax #accountants #smsf #tax #PeterJohnson #webinar

08.01.2022 [40 Hours of CPD] One convenient tax training program, completely online, so you can learn on your own schedule https://bit.ly/2YD3Tkp As a practising accountant, we need 40 Hours of CPD per year. This alone can cost us time, and therefore, billable hours. ... That’s why we created our Complete Tax CPD Program to be 100% online, giving everything you need in one place. What does it include? 10 Special Topic masterclasses (3 hours each month), 30 hours per year. 10 Monthly Tax Update webinars (1 hour each month), 10 hours per year. Just 4 hours of online training per month and you’ll reach your CPD requirements with less hassle and saved time. PLUS, get all the RECORDINGS & SLIDES stored in one training portal so you can watch everything whenever/wherever you want. This month, we just went through a 3-hour tax masterclass - Tax Aspects of Winding Up Trusts. Monthly tax update webinar is next Thursday. Learn more here or join us https://bit.ly/2YD3Tkp #tax #CPD #webinars #accountants #advisersdigest #taxtraining #accounting #training #taxupdates #completetaxCPD

07.01.2022 The final session of our Superannuation Contributions & Strategies Masterclass starts next Wednesday, 5th August https://bit.ly/2U3SzuE In our first session, we went through the basics; acceptance and return of contributions, all the types of contributions, exemptions, and started on timing of contributions. In session 2, we went through contribution caps, taxation of contributions and excess contribution caps. ... Our third and final session will begin on Wednesday, 11AM, 5th August 2020.: We designed this masterclass to provide you with a comprehensive understanding of contributions and strategies so you can help your clients maximise their money in super upon retirement. When you register, youll get instant access to our first two session so you can get up to speed for our final session. By all means, watch the recordings and bring along any questions you have and I will address them at the final session. Join us without having to leave your (home) office. PLUS, get 4 hours of CPD. Join our final session here https://bit.ly/2U3SzuE #Contributions #ContributionStrategies #Superannuation #Retirement #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd

05.01.2022 Happy Monday, this week well be looking at a previous video that talks about refinancing a mortgage to purchase business premises https://bit.ly/38QX6Xu Every Monday, we release 1 video where we cover tricky SMSF related queries sent in by real accountants. This week we take a look at: Refinance Mortgage To Purchase Business Premises... A client has decided to refinance their own mortgage to make a non-concessional contribution to their SMSF to purchase the second half of their business premises. The adviser wanted them to borrow. Can this be unwound? Subscribe to our Free Bi-Weekly Video series, where you will get: One video delivered to your email inbox every other week on Mondays AND New updates of our workshops, webinars, events Watch this weeks video here https://bit.ly/38QX6Xu This week in our paid SMSF video vault, well be looking at [How To Fix An In-House Asset Breach] Subscribe below & watch 200+ member-only technical SMSF videos http://bit.ly/2SuSNcC #mortgage #businesspremises #InHouseAssets #SMSF #SMSFadvice #SMSFstrategy #SMSFforAccountants #AdvisersDigest #selfmanagedsuper #super #superannuation #SMSFvideoVault #PeterJohnson #videos #accountant

05.01.2022 Happy Monday, free new video [Pension Payments Above the Minimum to Be Lump Sums] https://bit.ly/2C7VQmS Every Monday, we release 1 video covering tricky SMSF queries sent in by real accountants. This question is regarding excess pension payments and comes from advice that an accountant provided to a client. ... 2018 minimum combined annual pension amount was $112,000. This compares to the 2017 actual combined annual pension payment of $142,000. Subscribe to our Free Bi-Weekly Video series, where you will get: One NEW video delivered to your email inbox every other week on Mondays etc... Watch here https://bit.ly/2C7VQmS There are over 200+ SMSF technical videos, covering 40+ categories ready for you to access as part of our SMSF Video Vault. PLUS 1 new video released every week. https://bit.ly/2C7VQmS #Pensions #PensionPayments #SMSF #SMSFadvice #SMSFstrategy #SMSFforAccountants #AdvisersDigest #selfmanagedsuper #super #superannuation #SMSFvideoVault #PeterJohnson #videos #accountants

03.01.2022 Are you a practising accountants looking to sharpen your knowledge on the area of SMSFs whilst looking to complete your CPD hours? http://bit.ly/2XKk7F9 Introducing our Ongoing SMSF CPD program, which we designed to provide you with 22 hours of CPD per year. The best bit? You can complete this in the convenience and comfort of your own home/office. ... That means no more losing billable hours to attend training sessions. Anywhere & anytime you want. No designated training times & no exams. 100% flexibility. Every month, you will receive 1 training module specifically geared towards SMSF accounting. 12 months, 12 modules, 12 hours of CPD per year. PLUS, get an extra 10 hours of CPD from FREE access to our SMSF Video Vault containing 200+ videos on SMSF, trusts, company topics. (valued $444) These questions deal with real questions sent in by real accountants in real-life situations. 22 hours of CPD done online - easy! Check it out http://bit.ly/2XKk7F9 #smsf #contributions #pensions #accountants #tax #CPD #CPDtraining #advisersdigest #peterjohnson #selfmanagedsuper #superannuation #cpdforaccountants #AdvisersDigest #smsfAccountants

03.01.2022 [Starting Next Thursday] Trust Taxation Intensive Masterclass https://bit.ly/2BW6Nr0 Trusts - We all love them and have become a widely used vehicle for investment and business. Lawyers learn about them when they do their law degree, some accountants did this at the uni too. But theres nothing better than learning a real life application.... In most cases, you learn about them from your boss, who learns it from their boss and so on They can be complex and can incur adverse consequences if taxpayers get it wrong. In August, we will be hosting a Masterclass dedicated to looking at Trusts - Trust Taxation Intensive 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. Session Dates: (Sydney time) 1 Thursday, 1pm, 6 August 2 Friday, 1pm, 14 August 3 Friday, 1pm, 21 August All sessions are hosted online, join us without having to leave your (home) office. Find out more about this Trust Taxation Intensive Masterclass https://bit.ly/2BW6Nr0 #trusts #familytrust #trusttaxation #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #taxspecialtopics #trusttaxation

02.01.2022 For those of you that arent aware, a new independence standard was released in January this year and it has its own chapter on SMSF Auditors. Here are Peter Johnsons thoughts on the matter... The standard states that an auditor may not do an audit where their firm or anyone from their firm has prepared the accounts. In terms of the same firm this also includes networks of firms.... There is a bit of an out in the standard in that if the work you are doing on the accounts is merely routine or mechanical then you may audit the fund if your firm or another firm in your network prepares the tax return and finalises the accounts. So what is routine or mechanical? Well that is the million dollar question and it all seems to depend on where you are coming from. I have seen a number of articles saying that this new standard has effectively sounded the death knell on Chinese wall arrangements. I would note however that all these articles are written by people who sell SMSF audit services. This article by Ray is a bit more grounded and he is not trying to sell you anything. What he is really saying is that the Tax Office need to come out and tell us what they expect. They have stated that they will not be committing any compliance resources for the 2020/21 year around the new independence standard so that means that you can continue to use your Chinese Wall processes for the next 10 months but who knows from there? I am certainly not going to try and confirm definitively whether these arrangements will be able to continue. Short of the ATO coming out with a statement that they dont believe converting a full set of downloads from Class into a tax return is more than routine or mechanical I would suggest that you start putting together a strong argument for when they knock on your door. But what if it is? What if the ATO do come out and state that they believe it is a breach of the new independence standard? Well, watch this space. WE have already spoken to auditors that represent audit of SMSFs using Chinese Walls. We will look at putting together a sort of auditors co-op where you throw 100 audits into the ring and we allot 100 audits for you to do for other firms. Independence will be there and you wont have to lose any fees. View the article by SMSF Adviser https://bit.ly/2DzQQby #SMSFAuditor #Auditors #AuditingStandards #SMSF #Superannuation #accountants #cpdforaccountants #advisersdigest #taxtraining #cpdtraining #cpd #PeterJohnson

01.01.2022 Accountants, you are probably still getting an overwhelming amount of workload during this unprecedented period. While being busy with clients work, have you managed to sort out your CPD yet https://bit.ly/2YD3Tkp We designed the Complete Tax CPD program with 2 things in mind. 1To provide accountants with 40 hours of CPD/year to meet their professional body requirements... 2To deliver accountants with good quality CPD on tax special topics and monthly tax updates so they can stay up to date and sharpen their technical skillset Youll get all this via 4 hours of online training per month: 10 Special Topic masterclasses (3 hours each month), 30 hours per year. 10 Monthly Tax Update webinars (1 hour each month), 10 hours per year. PLUS, weve just launched our 1 month trial plan where you can test drive our very popular for a month. Get access to this months tax masterclass on Trust Taxation Intensive and get FREE BONUS access to our August Tax Update Webinar on 27th Aug (Thur, 1pm AEST) Get 4 hours of CPD from this trial. Find out more https://bit.ly/2YD3Tkp #tax #CPD #webinars #accountants #cpdforaccountants #advisersdigest #taxtraining #accounting #taxupdates

01.01.2022 [Pensions & Pension Strategies Online Masterclass] Need SMSF training but can’t find the time? Our online masterclass is for you https://bityl.co/4r19 This training is great for SMSF accountants as well as junior accountants. ... Even if you don’t provide SMSF advice, it’s still important to know about pensions so that you can help out your clients. We will cover all the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc. Then, we’ll dive into the strategies around maximising your after tax benefit from pensions, especially when people have more than $1.6 million in super. Dates (AEDT) Session 1: Wednesday, 12PM, 17 March 2021 Session 2: Monday, 12PM, 29 March 2021 Can’t make the live session? Recordings & slides are included. PLUS, get 4 hours of CPD. Find out more here https://bityl.co/4r19 #webinars #onlineCPD #smsf #pensions #pensionstrategies #accountants #tax #advisersdigest #selfmanagedsuper #superannuation #taxplanning #taxtraining #smsfstrategy #accounting #cpdtraining #cpd #smsftraining