Advisers Digest

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The September edition of The Next Move is here.➡️ https://tinyurl.com/y7hecjnaThe Next Move is a done-for-you client new...
02/09/2026

The September edition of The Next Move is here.
➡️ https://tinyurl.com/y7hecjna

The Next Move is a done-for-you client newsletter for accounting firms — four expert articles every month, written in plain English and delivered as a ready-to-send Word document. Open it, swap in your logo, add your firm details, and send.

This month's edition covers:
✔️ Director IDs: Do Your Housekeeping Before ASIC Does It For You
✔️ Working From Home? There Is a Capital Gains Tax Sting
✔️ Whose House Is It Anyway?
✔️ Booking the Band? You May Have Just Hired an Employee

Each article is 500+ words, written in plain language for clients — not accountants.

Subscribe to The Next Move and have this edition — and every edition — delivered straight to your inbox each month.

🔗 https://tinyurl.com/y7hecjna

The launch price is about to disappear.➡️ https://tinyurl.com/6ddd9f5jThe Accountant Advantage launch special ends 8 Sep...
01/09/2026

The launch price is about to disappear.
➡️ https://tinyurl.com/6ddd9f5j

The Accountant Advantage launch special ends 8 September at 9:00 AM AEST. After that, the price goes up — and whatever you pay before then is locked in for the life of your membership. Join now and you stay at today's rate even as prices rise for everyone joining after you.

One membership. Everything included. One fixed price. 60+ hours of CPD per year, delivered live and on demand by practitioners who actually know what they are talking about.

✅ Complete Tax CPD — 10 monthly tax update webinars + quarterly masterclasses
✅ SMSF Program (your choice) — 22 hrs CPD/year
✅ Every ad-hoc 1-hour webinar we release, without exception
✅ Accountants Video Vault — 100+ short technical videos
✅ SMSF Video Vault — 400+ specialist SMSF videos
✅ Ethics CPD — your ethics hours covered as standard
✅ Accountants Becoming Leaders — 10 hrs CPD on leadership and delegation
✅ Superstar Graduate Program — onboarding for new team members
✅ The Next Move Newsletter — monthly client newsletter to brand as your own
✅ Every training paper and masterclass we produce

🚨 Launch special ends 8 September, 9:00 AM AEST
🎓 60+ hours CPD/year ($11,200+ value)
💰 Launch price: $3,997/year or $397/month — locked in for life
✔️ 7-day money-back guarantee

🔗 Join here: https://tinyurl.com/6ddd9f5j

AML compliance isn't hard because the concepts are complicated — it's hard because applying them to a specific file rare...
31/08/2026

AML compliance isn't hard because the concepts are complicated — it's hard because applying them to a specific file rarely has a clean answer.
➡️ https://tinyurl.com/2jjfyyc8

Is a deed variation a designated service? Depends. Does a screening hit that isn't your client need to go on file? Depends how you document it. Most of the difficulty isn't the framework — it's the judgment calls sitting on top of it.

That's what this session is for. No regime recap, just direct answers to the questions we're actually being asked.

Today is also the last day to pre-submit your own question for the session — slides are built around what registrants are asking.

✅ Which ASIC agent activities are designated services?
✅ When you set up a company and a family trust, who's your customer?
✅ Do you risk rate your whole client base, or only some clients?
✅ How much can you discuss before the restructuring obligation attaches?
✅ Is there really a three-year transition period?

Everyone who attends gets the technical paper, a one-page decision table covering thirty activities, a designated service register template, and an annual review checklist.

📅 Tuesday, 15 September 2026
⏰ 12:00 PM (AEST)
🎓 1 hour CPD

🔗 Register here: https://tinyurl.com/2jjfyyc8

You do not need to be a property specialist. Almost nobody is.➡️ https://tinyurl.com/vrtxakc3Residential property invest...
30/08/2026

You do not need to be a property specialist. Almost nobody is.
➡️ https://tinyurl.com/vrtxakc3

Residential property investing has changed, and the questions are already landing. Most accountants know enough to answer them. Fewer have a seminar built, a campaign written, and a scope ready to go.

The Client Conversation Pack gives you all ten 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
✅ Filling the Room — practitioner session with Peter Johnson
🎓 1 CPD hour — practice management

Present it under your own brand. Fill the room from your own client list. Scope what follows.

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

27/08/2026

CPD doesn't have to mean a windowless conference room.

➡️ https://tinyurl.com/4wbtehr7

CPD in Paradise is heading to the Hilton Cairns for 2027 — reef on one side, rainforest on the other. Hence next year's theme: Reef to Rainforest.

Launch pricing is live on the page now and moves as we get closer to October, same as every year.

Two full days of high-quality technical content, practical takeaways, and time with peers who understand the same pressures you're dealing with. In a place worth the flight on its own merits.

What's included:
✅ 14 hours of CPD across two days
✅ Welcome drinks, Wednesday 6 October
✅ Sessions from expert presenters across both days
✅ Reef to Rainforest gala dinner (dinner-inclusive tickets available)
✅ Fully tax-deductible

CPD in Paradise 2027
📅 Thursday 7 & Friday 8 October 2027
📍 Hilton Cairns
🎓 14 hours of CPD

Seats are genuinely limited — it's a two-day in-person event, not a webinar we can top up. If you're thinking about turning it into a firm trip, now is the time to look.

👉 Save your seat: https://tinyurl.com/4wbtehr7

If business real property feels harder than it should be, that's not you.➡️ https://tinyurl.com/3cn92zj2The ATO's ruling...
26/08/2026

If business real property feels harder than it should be, that's not you.

➡️ https://tinyurl.com/3cn92zj2

The ATO's ruling runs past 70 pages, and most of it sits on the awkward cases. There's an example where a B&B qualifies, and another where a B&B run slightly differently doesn't.

That matters more now. Since 10 August 2026, SMSF borrowing is restricted to business real property — so one difficult definition decides whether a client can borrow at all. Zoning doesn't settle it. Neither does whether the property looks commercial.

Peter Johnson works through the borderline cases directly, so the reasoning holds up when the facts get untidy.

We'll cover:
✅ What qualifies as business real property under SMSFR 2009/1 — and what doesn't
✅ The "wholly and exclusively" test explained simply
✅ When related party transactions are actually allowed
✅ Mixed-use and borderline scenarios (residential, primary production, vacant land)
✅ Property investment vs carrying on a business — critical differences
✅ Common traps, ATO risk areas, and how to stay compliant

Business Real Property
📅 Tuesday, 22 September 2026
⏰ 12:00 PM (AEST)
🎓 1 hour of CPD
🎤 Presented by Peter Johnson

👉 Register here: https://tinyurl.com/3cn92zj2

Early bird pricing on this session ends tomorrow, 27 August.➡️ https://tinyurl.com/2jjfyyc8If you've been meaning to loc...
25/08/2026

Early bird pricing on this session ends tomorrow, 27 August.

➡️ https://tinyurl.com/2jjfyyc8

If you've been meaning to lock in a seat for AML Answers, this is the point where waiting starts costing you.

The premise hasn't changed: no recap of the regime, just direct answers to the questions accountants are actually asking us.

✅ A client wants to talk about restructuring — how much can you discuss before the obligation attaches?
✅ Are trust distribution minutes a designated service? Is varying a deed? Is replacing a constitution?
✅ A screening check hits on someone who clearly isn't your client — what goes on file?
✅ Your client only wants a tax return — why is your software asking about AML?
✅ Who actually has to register, and what if you missed 29 July?

Everyone who attends gets the technical paper, a one-page decision table covering thirty activities, a designated service register template, and an annual review checklist.

📅 Tuesday, 15 September 2026
⏰ 12:00 PM (AEST)
🎓 1 hour CPD

🚨 Early bird ends tomorrow, 27 August. Register today to lock in the price.

👉 Register here: https://tinyurl.com/2jjfyyc8

Why is the director penalty regime harder than it looks on paper?➡️ https://tinyurl.com/m4cwcjhvBecause three different ...
24/08/2026

Why is the director penalty regime harder than it looks on paper?

➡️ https://tinyurl.com/m4cwcjhv

Because three different liability types each carry their own obligations. Because the lock-out rule turns on timing, not intent. And because the available defences come with evidentiary requirements that need to be understood well before they're relied on.

None of that is unmanageable. It just needs to be worked through properly rather than assumed.

That's what our Director Penalty Notices Masterclass is for. Jo-anne Hotston takes the regime apart in detail so you can give clients a specific answer instead of a general one.

Session 1 is two weeks away.

We'll cover:
✅ What liabilities are caught under the regime
✅ When the lock-out rule applies
✅ What new directors need to do to protect themselves
✅ How to deal with a director penalty notice (hint — don't ignore it and hope it goes away)
✅ Defences available to directors

Director Penalty Notices Masterclass
📅 Session 1: Wednesday, 9 September 2026
📅 Session 2: Wednesday, 16 September 2026
⏰ 12:30 PM (AEST)
🎓 3 hours of CPD
🎤 Presented by Jo-anne Hotston

👉 Register here: https://tinyurl.com/m4cwcjhv

24/08/2026

Which ITR code do you use for a minor beneficiary in a testamentary trust? It's not always the one people reach for first.

➡️ https://tinyurl.com/cw8hxfmx

This week Peter covers exactly that — which code is correct, and why it matters for how the income gets taxed.

If you're lodging returns that involve testamentary trust distributions to minors, this one's worth five minutes of your time.

Watch this week's free video here: https://tinyurl.com/cw8hxfmx

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

20/08/2026

PSI vs PSB — it's one of those topics most accountants feel across, right up until a tricky client situation lands on the desk.
➡️ https://taxtrainingday.com.au/

The distinction matters, the ATO is watching, and the practical application is more complex than it first appears. At the October Tax Training Day in Sydney, Karen Vella spends three hours working through PSI vs PSB and Professional Practice Streaming properly, covering the rules, the tests, and how it plays out in real client scenarios.

Peter Johnson covers Distributing Small Business Gains Out of a Company, a topic with real planning implications for clients, and Karen closes the day with a full Quarterly Tax Update.

Seven CPD hours to close out 2026 in the best possible way.

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

Still a couple of months away but worth locking in now.

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

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