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Advisers Digest

Advisers Digest is the number 1 provider in Tax & SMSF education and Tax & SMSF advice to accountants

15/10/2026

One week to go until the October Tax Training Day in Sydney. Registrations are still open — but not for long.

➡️ https://taxtrainingday.com.au/

If PSI vs PSB, Professional Practice Streaming, or distributing small business gains out of a company are on your radar heading into the end of the year, this is the day to get properly across them. Karen Vella and Peter Johnson cover both topics in real depth, and Karen closes the day with a full Quarterly Tax Update.

Seven CPD hours. Great discussion throughout the day. And after-event drinks to close out 2026 in style.

One week. A few spots left. Worth locking in today.

📅 Friday, 23 October 2026
⏰ 9:00 AM – 5:30 PM AEDT
📍 Rydges Sydney Central, Surry Hills NSW
🎓 7 hours of CPD

👉 Register here: https://taxtrainingday.com.au/

14/10/2026

Is a contractor really cheaper than an employee?
➡️ https://tinyurl.com/4vcayyp8

Many business owners assume that once the contract rate is agreed, the usual employee on-costs no longer apply. That isn’t always true.

The ATO looks beyond the label in the contract to the real working relationship. It has been focused on this area for some time.

Our Employee versus Contractor Masterclass, presented by Karen Vella, gives you a clear framework for reviewing your clients’ arrangements with confidence. It covers:

✅ The factors the ATO looks at when characterising a worker
✅ The consequences of misclassifying a worker
✅ ATO’s latest guidance in TR 2023/4 and PCG 2023/2
✅ Recent case law, including the 2022 High Court decisions

Employee versus Contractor Masterclass
📅 Session 1: Thursday, 5 November 2026
📅 Session 2: Thursday, 12 November 2026
⏰ 12:30 PM (AEDT)
🎓 3 hours of CPD

👉 Register here: https://tinyurl.com/4vcayyp8

13/10/2026

Most SMSF advice doesn’t fail on the big headline changes. It fails on the quieter ones.
➡️ https://tinyurl.com/36pjfr4c

Draft legislation that quietly passes. ATO positions that shift without fanfare. A Private Binding Ruling that reframes how a strategy should be structured. These are the changes that catch accountants out — not because they weren’t published, but because there’s no single place to see them stacked together.

That’s exactly what Peter Johnson covers in our bi-annual SMSF Update. One focused hour. Six months of movement. And the strategies you should be taking to your SMSF clients before year-end.

In this session, Peter will cover:

✔️ Legislation that has passed
✔️ Legislation introduced
✔️ ATO Rulings & Announcements
✔️ Relevant court and AAT judgements
✔️ Relevant Private Binding Rulings
✔️ Latest developments on Division 296
✔️ Latest developments on Payday Super
✔️ Strategies to take to your clients

Bi-Annual SMSF Update Webinar
📅 Wednesday, 18 November 2026
⏰ 12:00 PM (AEDT)
🎓 1 hour of CPD

👉 Register here: https://tinyurl.com/36pjfr4c

12/10/2026

Filling the Room runs today at midday.

➡️ https://tinyurl.com/vrtxakc3

One hour with Peter Johnson on how to fill a client seminar from the list you already have, how to run the session and handle the questions, and what to sell afterwards including how to scope and price it.

It comes as part of The Client Conversation Pack, so you also get everything needed to actually run the seminar:

✅ Client seminar deck — 16 slides, unbranded, presenter notes throughout
✅ Campaign copy — the full six-touch campaign, written and ready to send
✅ Seminar run sheet — for running it in person
✅ Webinar run sheet — for running it online
✅ Attendee capture sheet — completed on the night
✅ Client handouts — property position worksheet and the seven decisions one-pager
✅ The Adviser’s Playbook — the technical spine, practitioner use only
✅ The model — six scenarios, every assumption live
✅ Engagement letter and scope template — seven explicit exclusions

Filling the Room
📅 Today, Tuesday 13 October 2026
⏰ 12:00 PM (AEDT)
🎓 1 CPD hour — practice management

👉 Get the pack here: https://tinyurl.com/vrtxakc3

12/10/2026

Does the trust really stay exactly as it is?
➡️ https://tinyurl.com/y3u7ytze

The EET election is shaping up as a popular conversation this year. Part of the income goes to a company at 25%, and the trust carries on as before. It’s easy to see the appeal.

But the bigger question is what happens when your client sells the business. With an election in place, part of the capital gain on goodwill has to go to the company, unless the election is revoked.

Our EET Elections webinar, presented by Peter Johnson, models a real sale scenario and compares three paths so you can choose the right one for each client.

We’ll cover:
✅ Keeping the company as a fixed beneficiary through to the sale
✅ Revoking the election the year before the sale
✅ Restructuring when neither option fits
✅ Which concessions flow through the company to shareholders
✅ Using the retirement exemption through an interposed company
✅ When declining the 50% active asset reduction produces a better result
✅ A simple framework to decide early

📅 Tuesday, 24 November 2026
⏰ 12:00 PM (AEDT)
🎓 1 hour of CPD
📄 Attend live to receive the complimentary paper

👉 Register here: https://tinyurl.com/y3u7ytze

08/10/2026

The seminar goes well. Everyone leaves happy. Nothing gets booked.

➡️ https://tinyurl.com/vrtxakc3

That outcome is common, and it is rarely the content's fault. It is the seventy-two hours afterwards, and having nothing scoped to offer while the room is still warm.

Filling the Room runs next Tuesday, presented by Peter Johnson. Filling the seats from your existing client list, running the session, and what to sell afterwards including how to scope and price it.

It sits inside The Client Conversation Pack, which gives you the other nine pieces:

✅ Client seminar deck — 16 slides, unbranded, presenter notes throughout
✅ Campaign copy — the full six-touch campaign, written and ready to send
✅ Seminar run sheet — for running it in person
✅ Webinar run sheet — for running it online
✅ Attendee capture sheet — completed on the night
✅ Client handouts — property position worksheet and the seven decisions one-pager
✅ The Adviser's Playbook — the technical spine, practitioner use only
✅ The model — six scenarios, every assumption live
✅ Engagement letter and scope template — seven explicit exclusions

Filling the Room
📅 Tuesday, 13 October 2026
⏰ 12:00 PM (AEDT)
🎓 1 CPD hour — practice management

👉 Get the pack here: https://tinyurl.com/vrtxakc3

07/10/2026

Starting at midday today.

➡️ https://advisersdigest.com.au/30-percent-trust-tax

Last chance to join us for The New 30% Trust Tax.

If your clients have discretionary trusts, they're going to ask you about this. 90 minutes to get across what's actually in the package, including a real exit scenario worked through end to end.

Registrations close shortly before we go live.

✅ What the minimum tax actually costs, and why it is smaller than the coverage suggests
✅ The electable regime, the eligible company rules, and the automatic revocation cliff
✅ The capital-follows-income trap, worked through on a real exit
✅ The new fixed trust definition, which is the best news in the package
✅ Four destinations for a client's trust, and what decides which one
✅ What to do before 1 July 2027, and before 1 July 2028

The New 30% Trust Tax
📅 Today, Thursday 8 October 2026
⏰ 12:00 PM (AEDT)
🎓 1.5 hours of CPD

👉 Register here: https://advisersdigest.com.au/30-percent-trust-tax

06/10/2026

Session 1 starts today at 12:30PM. There's still time to join.

➡️ https://tinyurl.com/49f9y27r

Our Employee Share Schemes Masterclass runs across two sessions — today, and again next Wednesday 14 October. One registration covers both.

Equity arrangements are decided once, at set-up, and the tax treatment follows from there. Three hours now is a lot easier than unpicking it later.

What's covered:

✅ The tax rules governing ESS interests
✅ Taxed-upfront schemes versus deferred-taxing schemes
✅ CGT implications on disposal of ESS interests
✅ FBT exemptions and how they interact with ESS benefits
✅ The special start-up concessions for qualifying companies
✅ Key ATO rulings and administrative guidance

Key Tax Aspects of Employee Share Schemes – Set-up, Planning & Effect
📅 Session 1: Today, Wednesday 7 October 2026
📅 Session 2: Wednesday, 14 October 2026
⏰ 12:30PM (AEDT)
🎓 3 hours of CPD
🎤 Presented by Peter Adams

👉 Register here: https://tinyurl.com/49f9y27r

01/10/2026

Did you catch what else is in the trust tax draft?

➡️ https://advisersdigest.com.au/30-percent-trust-tax

Treasury has released draft legislation for the 30% minimum tax on discretionary trusts. The headline rate has had most of the attention.

But the package goes further than the original announcement.

It includes a new election that can allow an existing discretionary trust to sit outside the minimum tax, by fixing its beneficiaries and their entitlements. It also includes a new, broader definition of fixed trust that applies across the tax law.

Both give you more to work with when advising clients on their structures.

We're running a 90-minute session to work through the detail.

✅ What the minimum tax actually costs, and why it is smaller than the coverage suggests
✅ The electable regime, the eligible company rules, and the automatic revocation cliff
✅ The capital-follows-income trap, worked through on a real exit
✅ The new fixed trust definition, which is the best news in the package
✅ Four destinations for a client's trust, and what decides which one
✅ What to do before 1 July 2027, and before 1 July 2028

The New 30% Trust Tax
📅 Thursday, 8 October 2026
⏰ 12:00 PM (AEDT)
🎓 1.5 hours of CPD

👉 Register here: https://advisersdigest.com.au/30-percent-trust-tax

30/09/2026

Six months of super changes. One hour to get across them all — and the strategies to act on.
➡️ https://tinyurl.com/36pjfr4c

Every six months, the SMSF landscape shifts in ways that quietly change how you advise clients. New legislation. Fresh ATO positions. Court and AAT decisions. Private Binding Rulings. And on top of that, ongoing developments around Division 296 and Payday Super to track.

Peter Johnson runs our free bi-annual SMSF Update in November to give you a single, structured catch-up on what's changed — and, more importantly, the strategies to take to your SMSF clients before year-end.

In this session, we’ll cover:

✔️ Legislation that has passed
✔️ Legislation introduced
✔️ ATO Rulings & Announcements
✔️ Relevant court and AAT judgements
✔️ Relevant Private Binding Rulings
✔️ Latest developments on Division 296
✔️ Latest developments on Payday Super
✔️ Strategies to take to your clients

Bi-Annual SMSF Update Webinar
📅 Wednesday, 18 November 2026
⏰ 12:00 PM (AEDT)
🎓 1 hour of CPD

👉 Register here: https://tinyurl.com/36pjfr4c

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