Advisers Digest

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02/06/2026

Session 1 is tomorrow.
👉 https://tinyurl.com/3dkknczy

If individual income tax returns are on your radar this tax season — and they should be — this is your last chance to get registered before Peter Adams kicks things off.

The Individual Income Tax Returns Masterclass covers the full compliance picture: assessable income, deductions, CGT, termination payments, residency, anti-avoidance provisions, Medicare Levy, ATO audits and more. Structured across two sessions. Three hours of CPD.

It's the kind of content that makes you more confident in the work you're doing every day.
Session 1 is tomorrow. There's still time.

📅 Session 1: Tomorrow — Thursday, 4 June 2026
📅 Session 2: Thursday, 11 June 2026
⏰ 12:30 PM AEST
🎓 3 hours of CPD

👉 Register here: https://tinyurl.com/3dkknczy

01/06/2026

CPD does not have to feel like a chore.
➡️ https://tinyurl.com/CPDParadise2026

CPD in Paradise is two days of solid technical content, set against the Gold Coast at one of its best venues — the Hilton Surfers Paradise. It is the kind of CPD you actually look forward to: real learning, real conversations with other practising accountants, and a setting that lets you switch off properly between sessions.

Registrations close on Monday, 16 June — and with the event already over 80% full, the remaining spots are going fast.

Across the two days, you will cover:
✅ Division 296 and what it means for SMSF clients
✅ Section 100A and the current ATO approach
✅ Trust distributions and integrity measures
✅ Section 99B and foreign trust issues
✅ Estate planning considerations for accountants
✅ Ethics and APESB updates
✅ Plus practical case studies running across the program

📅 23 – 24 July 2026
📍 Hilton Surfers Paradise
🎓 14 hours of CPD

Two days of technical learning, the right conversations, and a properly enjoyable setting to do it all in. That is the point of CPD in Paradise.

Spots are limited and doors close 16 June.

👉 Secure your seat here: https://tinyurl.com/CPDParadise2026

01/06/2026

This one comes up more than you'd think — and the answer isn't as simple as the question makes it sound.
➡️ https://tinyurl.com/73eyujp6

A family owns a farm. The property sits in a company. They want to move it into a family trust owned by the kids. Can they just do that?

In this episode, I work through exactly what needs to happen — and why getting it wrong can create serious tax consequences that are difficult (and expensive) to unwind.

There are CGT implications, potential stamp duty considerations, and structural issues around how the trust is set up and who the beneficiaries are. Each of those matters before any transfer takes place.

If you're advising farming families, or working on any restructure that involves moving assets between related entities, this is worth watching before the question lands on your desk.

Watch this week's free video here: https://tinyurl.com/73eyujp6

New Accountants Video Vault episodes are released every fortnight, each based on real scenarios that regularly arise in practice.

Accountants Video Vault: ➡️ https://tinyurl.com/yy3fum76

28/05/2026

30 June is around the corner.
➡️ https://tinyurl.com/4383zv2c

Complete Tax CPD is one of those investments that pays you back twice — stronger technical knowledge across the year, and a deduction you can claim in this year's return.

Lock it in before EOFY and you're set for the rest of the program — including June's masterclass, Individual Income Tax Returns: Disclosure and Compliance, presented by Peter Adams.

Individual returns are the bread and butter of most practices, but the work is rarely as routine as it looks. Disclosure questions, ATO focus areas, deduction grey zones, and the steady stream of small rule changes all shape how returns should be prepared and what needs to be flagged with clients. That’s the focus of this masterclass.

📅 Session 1 – Thursday, 4 June 2026
📅 Session 2 – Thursday, 11 June 2026 ⏰ 12:30 PM (AEST)
🎓 3 hours of CPD

Complete Tax CPD runs February to November, delivering 40+ CPD hours across the year. The program is built so the technical content lands at the points in the year accountants are actually working through those issues — not compressed into a last-minute push.

What else is covered this year?
✅July – Tax Issues for Millennials with Karen Vella
✅August – Testamentary Trusts with Karen Vella
✅September – Trust Integrity Measures with Karen Vella
✅October – Key Tax Aspects of Employee Share Schemes with Peter Adams
✅November – Employee versus Contractor with Karen Vella

👉 Learn more: https://tinyurl.com/4383zv2c

The budget has been handed down.👉https://tinyurl.com/3bauajbk The legislation has not.The restructure can wait. The asse...
27/05/2026

The budget has been handed down.
👉https://tinyurl.com/3bauajbk

The legislation has not.
The restructure can wait. The asset purchase cannot.
That is the situation a lot of accountants are in right now. A client calls. They are buying a business, a property, or an asset. Settlement is in three weeks. They need a structure today — not when the legislation is finalised, not when the dust settles. Today.
And you have to give them one.

The challenge is that the structure you recommend today has to do three things at once. It has to work under the current rules. It has to hold up under what you believe the future rules are likely to be. And it has to give the client a clean pathway to restructure out of it later — without triggering a tax event — if the final law lands differently from what you expected.

That is not a simple equation. And I have not seen it addressed anywhere with the level of practical specificity it deserves.
That is what this upcoming webinar is built around.

What Do I Do Now? Advising on Business Structure in a Post-Budget, Pre-Legislation World - June 2026
✅ Why the company vs trust decision has changed, and why the old default no longer works
✅ The zero cost base issue and how it changes CGT outcomes from 1 July 2027
✅ How the trust minimum tax impacts income splitting, with worked examples
✅ Whether discretionary trusts now make more sense as company shareholders
✅ The corporate beneficiary double-tax risk and why caution is needed
✅ How to give clients defensible advice before the legislation is finalised
✅ A live decision tree covering structure choices across different client scenarios

📅 Wednesday, 10 June 2026 ⏰ 12:00 PM AEST
🎓 1 hour of CPD

👉 Register here: https://tinyurl.com/3bauajbk

Individual income tax returns look routine. They rarely are.👉 https://tinyurl.com/3dkknczyBetween assessable income edge...
26/05/2026

Individual income tax returns look routine. They rarely are.
👉 https://tinyurl.com/3dkknczy

Between assessable income edge cases, residency questions, CGT events, termination payments, anti-avoidance provisions, and the Medicare Levy calculations that trip up even experienced practitioners — the compliance obligations for individuals run deeper than most returns suggest.

Our Individual Income Tax Returns Masterclass presented by Peter Adams is built for practising accountants who want to work through the full scope of the rules — not just the common scenarios, but the areas that create exposure.

Across two sessions, you'll cover everything from deductions and tax offsets through to withholding mechanisms, ATO rulings, penalties, audits, and the anti-tax avoidance provisions that apply to individuals.

This is structured, practical CPD — designed to sharpen how you approach individual returns at the coalface.

📅 Session 1: Thursday, 4 June 2026 | 12:30 PM AEST
📅 Session 2: Thursday, 11 June 2026 | 12:30 PM AEST
🎓 3 hours of CPD

👉 Register here: https://tinyurl.com/3dkknczy

There's real value in finishing the month feeling completely on top of where tax sits.➡️ https://tinyurl.com/2rn3naayTha...
25/05/2026

There's real value in finishing the month feeling completely on top of where tax sits.
➡️ https://tinyurl.com/2rn3naay

That's exactly the outcome our May Tax Update Webinar is built around. One focused hour with Peter Adams, structured to bring the month's rulings, guidance, and case law together in a way that connects straight to the client work in front of you.

✔️ Recent ATO rulings and guidance
✔️ Legislative and case law developments
✔️ Practical application for client work before 30 June

📅 Wednesday, 27 May 2026 — tomorrow
⏰ 1:00 PM – 2:00 PM (AEST)
🎓 1 hour of CPD

Live Q&A, recordings, and slides are all included, so it works whether you join live or catch up later.

👉 Register here: https://tinyurl.com/2rn3naay

24/05/2026

Your entire team can be AML trained, registered, and ready — in two one-hour sessions.
👉 https://tinyurl.com/amlstaff

The AML/CTF Act requires every staff member performing AML functions to be trained before they do so. For most firms, the challenge isn't understanding that obligation — it's finding a practical way to meet it without disrupting a full client workload.

These two sessions are built for exactly that. No full-day workshops. No dense compliance manuals to wade through. Just clear, scenario-based training that covers what your team will actually encounter from day one.

Session 1 walks through client onboarding from scratch — CDD file notes, individual KYC, company and trust KYB, lost trust deeds, pre-commencement clients, and registered office clients.
Session 2 covers the harder situations — red flags in practice, internal escalation, the tipping-off rule, suspicious matter reports, and record keeping as a daily habit.

Both sessions include 15 minutes Q&A. A training register is maintained for every attendee.

✔️ Session 1 — Client Onboarding, CDD & Your Client Files
✔️ Session 2 — Red Flags, Reporting & the Hard Situations

AML/CTF Staff Training
📅 Session 1 — Wednesday, 24 June 2026
📅 Session 2 — Wednesday, 1 July 2026
⏰ 12:00 PM (AEST) both sessions
🎓 1 hour CPD per session

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

Two full days of technical CPD. One decision to make before July.👉 https://taxtrainingday.com.au/With the April Tax Trai...
21/05/2026

Two full days of technical CPD. One decision to make before July.
👉 https://taxtrainingday.com.au/

With the April Tax Training Day now behind us, the 2026 bundle is down to two sessions — and at $999, it's the smartest way to lock in the rest of your year.

On 10 July, Karen Vella and Peter Johnson work through Business Real Property and Employee Share Schemes — two areas that come up constantly in practice and deserve more than a surface-level update. On 23 October, we close out the year with Small Business CGT Concessions and PSI vs PSB.

Each day includes a 3-hour Quarterly Tax Update with Karen, focused technical sessions, and after-event drinks to finish the day well. Seven CPD hours per day. Fourteen across both.
If you were at April's session, you already know what these days are like. If you missed it, July is the one to start with.

📅 10 July – Business Real Property & ESS
📅 23 October – Small Business Gains & PSI vs PSB
📍 Rydges Sydney Central, 28 Albion St, Surry Hills NSW
🎓 7 CPD hours per day | 14 hours across both

💰 $999 — Save $201 on the bundle

👉 Secure your bundle: https://taxtrainingday.com.au/

What your client claims on their holiday home might no longer be deductible.👉 https://tinyurl.com/4ntdj4zt The ATO's dr...
20/05/2026

What your client claims on their holiday home might no longer be deductible.
👉 https://tinyurl.com/4ntdj4zt

The ATO's draft ruling TR 2025/D1 marks a significant shift from the longstanding IT 2167. The rules around interest, rates, repairs, and other deductions on holiday homes and Airbnb-style rentals have tightened — and the new benchmark is "genuine income-producing purpose."

For clients with mixed-use or short-term rental properties, that's a meaningful change. Arrangements that were compliant under the old guidance may not hold up under the new position.

This webinar covers:
✅ Why TR 2025/D1 replaces IT 2167 and why that matters
✅ The ATO's new focus on "genuine income-producing purpose"
✅ When interest, rates & repairs can now be denied
✅ The new treatment of holiday homes & Airbnb properties
✅ How apportionment rules are tightening
✅ Real-world examples and case comparisons
✅ Key court decisions underpinning the ATO's position

📅 Tuesday, 28 July 2026
⏰ 12:00 PM AEST
🎓 1 Hour of CPD

👉 Register here: https://tinyurl.com/4ntdj4zt

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