Advisers Digest Pty Ltd’s Post

Good morning accountants! Here's a sneak preview of Session 1 of our Succession Planning Masterclass yesterday hosted by expert and lead tax trainer, Jo-anne Hotston. ➡️ https://bit.ly/3VBWDCy Yesterday she covered equity buy-outs by co-owners; diving deep into contract law issues, mandatory & optional buy outs, Div 115, 50% discount, small business CGT concessions, share buy backs, and much, much more. The importance of a strong knowledge of succession planning as an accountant is paramount, as making sure you facilitate a smooth and successful transition between an owners death or retirement and the continuation of their business. In session 2, Jo-anne will be covering intergenerational issues, with a focus on: ✔️Direct transfer of business assets, use of partnerships ✔️Intergenerational transfer of companies and trusts ✔️Disposal by way of inter vivos disposition or testamentary transfer ✔️Case study to consider: depreciable assets, trading stock, CGT assets, GST ✔️Entities – partnerships, trusts, companies and splitting assets before death Mark your calendars for Wednesday, 17th of July, at 12:30PM (AEST) and join us in session 2 of our Succession Planning Masterclass! If you missed session 1, don't worry, you'll get instant access to the recording which means you'll earn 3 hours of CPD total from both sessions. These sessions are 100% online, with the slides and recordings available so you can look back at key insights. Register now or learn more ➡️ https://bit.ly/3VBWDCy #cpd #onlinetraining #accountants #successionplanning #tax #training #webinar #masterclass #AdvisersDigest #taxtraining #CPDforAccountants #CPDtraining #3hoursCPD #completeTaxCPD

Client structures; we all know how important they are and how crucial it is to get them right. But when you're just starting out in your accounting career it can get confusing. What are the differences between structures? How can I choose the right one for my clients situation and goals? You don't want to get it wrong because it's make or break for your client outcomes. That's where our brand new Webinar Bundle Package comes in. As part of our Tax Fundamental Series, you'll get access to our Understanding Client Structures and Advising Clients on Structures webinars (presented by Peter Johnson) at a special offer price. Plus, earn 2 hours of CPD. Session 1: Thursday, 18 July 2024, 12:00PM (AEST)  Session 2: Wednesday, 21 August 2024, 12:00PM (AEST) Understanding and advising on structures go hand in hand, you cannot have one without the other. That's why it’s crucial to attend both webinars, so you can have a comprehensive and well-rounded knowledge on this complicated topic. Learn more or register here https://bit.ly/3z5sAKw #taxtraining #accountants #advisersdigest #CPDforAccountants #webinars #clientstructures #taxreturns #taxresearch #cartax #GST #CGT #capitalallowances #FBT #taxtraining

Our CPD In Paradise 2024 event is coming to a close, and we just want to say a big thankyou to all of the attendees, presenters and exhibitors who made this event special! The presentations from Sharon McClafferty, Aron Robertson, Playna Ho, Peter Bobbin, Peter Adams and Brett Goodyer today provided great insight into a broad spectrum of topics. We had an absolute blast and it was great to see interactions between everyone, the knowledge shared and the fun had. We can’t wait for next year’s event in Noosa! If you’d like to join us in 2025, here are the details: Here are the details: 📅 24 & 25 July 2025 (Thursday & Friday) 📍RACV Noosa 5-Star Resort We are offering a special early bird price offer, so get in quickly to secure your spot. Our 2024 event sold out fast so you don’t want to miss your chance! Join us for a spectacular two days in the beautiful beach-side town of Noosa, where you’ll earn 14 hours of CPD and learn great knowledge from a range of expert presenters. We hoped you enjoyed our CPD in Paradise event in Cairns this year and hope to hear from you all soon. Here’s the link to learn more about out 2025 event or register https://bit.ly/3ruIJpv #CPDinParadise #CPDforAccountants #accountants #events #Cairns #business #cpdtraining #taxupdates #peterjohnson #AdvisersDigest #cpd #smsf #accountants #holiday #paradise  #TropicalCPDGetaway #ReserveNow

Good morning and welcome to Day 2 of CPD in Paradise⛱️ After an absolute blast at our 3-course dinner, we’ve got Sharon McClafferty kicking the day off with Unveiling the Three Core Drivers for Accounting Firm Profits. Next, Aron Robertson will be presenting 2024 Tech Landscape For Accountants. Later on, we’ll get expert insights into Insolvency with Playna Ho. Although we are already on Day 2, we still have plenty of presentations remaining, with interesting topics. This afternoon, we’re looking forward to: ✅ Common Mistakes Made By Executors By Peter Bobbin  ✅ Inter Entity Loans & Forgiveness By Peter Adams  ✅ The Red Flags of Fraud By Brett Goodyer Missed out joining us for this year’s CPD in Paradise? Join us for 2025 in Noosa! Here’s the link to learn more or register https://bit.ly/3ruIJpv #CPDinParadise #CPDforAccountants #accountants #events #Cairns #business #cpdtraining #taxupdates #peterjohnson #AdvisersDigest #cpd #smsf #accountants #holiday #paradise  #TropicalCPDGetaway #ReserveNow

Glad to see everyone enjoying the warm tropic weather and settling in here at CPD in Paradise in Cairns, getting plenty of informative training while enjoying a mini holiday ⛱️ Jo-anne Hotston’s Property Development is just wrapping up then Chris Baskerville and Andrew Springs will end the training day with Restructuring & Voting Rights Afterwards, we’ll be gearing up for a night of fun, drinks and great food at our 3-course dinner event before another jam-packed day of content tomorrow. Continuing on Day 2, you’ll see even more of our presenters and exhibitors speak on a range of different topics. 🧏♀️🧏♂️ Presenters include: ✅ Sharon McClafferty - CEO at Slipstream Group  ✅ Aron Robertson - CIO at Strategic Group  ✅ Playna Ho  - Special Counsel at LGA Lawyers ✅ Peter Bobbin - Principal Lawyer  ✅ Peter Adams - Senior Tax Counsel ✅ Brett Goodyer - Founder of Business Valuations Online & BVOPro There’s plenty coming up tomorrow, so follow along with our posts to find out more. Missed out joining us for this year’s CPD in Paradise? Join us next year in Noosa! Click here to learn more or register  https://bit.ly/3ruIJpv #CPDinParadise #CPDforAccountants #accountants #events #Cairns #business #cpdtraining #taxupdates #peterjohnson #AdvisersDigest #cpd #smsf #accountants #holiday #paradise  #TropicalCPDGetaway #ReserveNow

We are excited to say that we’ve officially begun day 1 of our CPD in Paradise event☀️ We were glad to see familiar and new faces attending this year’s event last night at the welcome drinks. To start things off, we have Peter Johnson providing insights into Estate Planning For Accountants, followed by Property Development with Jo-anne Hotston. Continuing after, Chris Baskerville & Andrew Spring will talk about Restructing & Voting Rights. Tomorrow, we’ve prepared more presentations that will cover a vast range of other topics. 🧏♀️🧏♂️ Tomorrow we’re looking forward to: ✅ Unveiling the Three Core Drivers for Accounting Firm Profits By Sharon McClafferty ✅ 2024 Tech Landscape For Accountants By Aron Robertson  ✅ Restructuring By Playna Ho   ✅ Common Mistakes Made By Executors By Peter Bobbin  ✅ Inter Entity Loans & Forgiveness By Peter Adams  ✅ The Red Flags of Fraud By Brett Goodyer If you’re curious about what else is happening within this event keep an eye out for our upcoming CPD in Paradise posts. If you missed out on this year’s event and want to come to our CPD In Paradise 2025 in Noosa, here’s the link to learn more and register https://bit.ly/3ruIJpv #CPDinParadise #CPDforAccountants #accountants #events #Cairns #business #cpdtraining #taxupdates #peterjohnson #AdvisersDigest #cpd #smsf #accountants #holiday #paradise  #TropicalCPDGetaway #ReserveNow

[💻 Graduate Program] Do you want your junior accountants to be as equipped and ready for the workplace as possible? Want to support their success so they can become great accountants? Our Superstar Graduate Program can help! ➡️  http://bit.ly/3Xln8dI    Led by senior accountant and industry expert, Allyson Pannier, let your graduates hit the ground running in their new career with a comprehensive, carefully designed program to support their learning. After completing our 11 modules that cover both soft skills and accounting processes and theories, your junior accountants will have the tools they need for workplace readiness. Additionally, you can feel confident that they will deliver the quality, efficient work they are capable of. Modules that will be covered in the program include:  ✔️ Module 1: What is a Superstar Graduate? ✔️ Module 2: Personal Organisation and Effectiveness ✔️ Module 3: How an Accounting Practice Works ✔️ Module 4: Accounting Theory Basics ✔️ Module 5: All About Structures ✔️ Module 6: Workpapers ✔️ Module 7: We need to talk about the Balance Sheet (because it’s really important) ✔️ Module 8: Now Let’s Talk About The Profit & Loss ✔️ Module 9: How to Analyse and Add Value to Accounts ✔️ Module 10: Excel Basics ✔️ Module 11: That's a Wrap!   Invest in your graduates from day one and register them for a program that will transform their professional development and create a superstar employee ⭐ Find out more or get the program here ➡️ http://bit.ly/3Xln8dI #AdvisersDigest #accountants #PeterJohnson #graduates #earlycareerprofessionals #accountingfundamentals #selfmotivatedteam #clientservice #workpapers #balancesheet #profitandloss #excel

Good morning everyone, hope you all had a great weekend. We've got a free video for you where Peter works through a technical accounting question that got sent in to us. Here's the link to the full video if you're keen to check it out. ➡️ https://bit.ly/3L6kmVh This video looks at a case where a mistake was made in a tax return.. It’ll happen eventually. What evidence do you need? Is it too late to amend? In this instance, the issue could’ve been picked up too late. Our Accountants Video Vault series tackles challenging client queries sent in by real practising accountants relating to tax, companies, trusts and more. It's a great way to stay up-to-date on technical topics in a digestible format. If this particular video piques your interest, we also offer a video vault with over 60 technical videos accessible anytime. #Taxadvice #Taxstrategy #TaxforAccountants #AdvisersDigest #TaxVideos #PeterJohnson #videos #accountant

Special Announcement 📣 The location for CPD In Paradise 2025 is here! ➡️https://bit.ly/4bmxm3F In July 2025 CPD In Paradise will be held in…Noosa on the Sunshine Coast! Join us for a spectacular two days in the beautiful beach-side town of Noosa, where you’ll earn 14 hours of CPD and learn great knowledge from a range of expert presenters. Here are the details: 📅 24 & 25 July 2025 (Thursday & Friday)  📍RACV Noosa Resort We are offering a special early bird price offer, so get in quickly to secure your spot. Our 2024 event sold out fast so you dont want to miss your chance! Learn from industry leaders like Peter Johnson, Jo-anne Hotston and Peter Adams (with many more speakers to be announced)... We will be having welcome drinks the day before the event and a 3-course dinner on night 1. Network with fellow accountants while enjoying the stunning scenery of Noosa,. this is not an event you can miss out on! Here’s the link to book or learn more about our renowned event ➡️ https://bit.ly/4bmxm3F #CPDinParadise #CPDforAccountants #accountants #events #Noosa #business #cpdtraining #taxupdates #peterjohnson #AdvisersDigest #cpd #smsf #accountants #holiday #paradise  #TropicalCPDGetaway #ReserveNow

[Practising Accountants] Want to transform your perspective on CPD and tax training? Join us for our Tax Update Event on the Gold Coast this July ➡️ https://bit.ly/3RDImmt  Are you sick of trawling through the ATO’s website to find the latest changes in tax? Staying updated on this information is key to giving your clients the most relevant and accurate advise. Our Quarterly Tax Update in July on the Gold Coast, presented by industry-leader Peter Johnson, delivers this information in a digestible, engaging and time-saving way. PLUS, you will receive 3 hours of CPD Our July Quarterly Tax Update will cover:  ✅The dynamic shifts in the taxation landscape with comprehensive coverage of the industry's transformations over the past three months.  ✅ Insights into the major legislative changes, regulatory updates, and changes to taxation. When is it?  📅Friday, 19 July 2024, 2:00PM-5:00PM Where is it?  📍Advisers Digest Office, 10/52 Davenport St, Southport 4215 We also have after-session drinks (on us) so you can mingle and network with other fellows. Interested? Register now before spots run out ➡️https://bit.ly/3RDImmt #TaxTraining #AdvisersDigest #Accountants #GoldCoast #tax #CPD #LiveTraining #CPDforAccountants #masterclass #taxupdate