Advisers Digest

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24/06/2026

The digital economy didn't come with a tax guide. But the ATO has plenty to say about it.
➡️ https://tinyurl.com/5n7wja9b

Crypto transactions, influencer income, crowdfunding, and start-up tax rules — these are areas that trip up even experienced practitioners, not because the rules are hidden, but because they're newer and less familiar.

Karen Vella's Tax Issues for Millennials Masterclass covers how these products and platforms actually work, and the tax issues that follow.

It covers:
✅ Crowdfunding and the tax issues that arise
✅ Cryptocurrency transactions, including sales, trades, exchanges, chain splits, and airdrops
✅ Influencer income and the tax treatment of goods and services received
✅ Special tax rules for start-ups and founders
✅ And much, much more...

Tax Issues for Millennials Masterclass
📅 Session 1 — Wednesday, 8 July 2026
📅 Session 2 — Wednesday, 15 July 2026
⏰ 12:30 PM (AEST) both sessions
🎓 3 CPD hours

👉 Register here: https://tinyurl.com/5n7wja9b

Special offer pricing ends soon — and so does the old way of claiming holiday home deductions.👉 https://tinyurl.com/4ntd...
24/06/2026

Special offer pricing ends soon — and so does the old way of claiming holiday home deductions.
👉 https://tinyurl.com/4ntdj4zt

TR 2025/D1 fundamentally reshapes how rental property deductions are assessed. For accountants advising property investors, understanding this ruling isn't optional — it's the difference between a client keeping their deductions and losing them.

This webinar unpacks everything you need to know before the ATO's position becomes settled law.

✅ 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

👉 https://tinyurl.com/4ntdj4zt

22/06/2026

Session 1 starting tomorrow!
👉https://tinyurl.com/amlstaff

The AML/CTF Act requires every person performing AML functions to be trained before they do so — not alongside it, not shortly after. Before. Tomorrow is the last opportunity to get Session 1 done before obligations commence on 1 July.

Session 1 covers everything client-facing staff need to handle from day one — onboarding a new client correctly, completing the CDD file note, verifying individuals and entities, identifying beneficial owners in trust and company structures, and handling the situations that don't have an obvious answer: the lost trust deed, pre-commencement clients, registered office clients.

Session 2 follows on 1 July — covering red flags in practice, escalation, the tipping-off rule, suspicious matter reports, and record keeping as a daily habit.

One hour each. A training register maintained for every attendee. Tomorrow is Session 1 — register your team today.

✔️ 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

21/06/2026

Lodgement season doesn't get easier just because you've done it before.
➡️ https://tinyurl.com/TaxReturnGuide2026

Every year brings updated rates, revised instructions, and client situations that don't fit neatly into a single category. The pressure to get it right — quickly — is real.

The 2026 Tax Return Guides are built for exactly that environment. Over 1,500 pages of current, ATO-aligned guidance across all six return types, structured for fast reference rather than cover-to-cover reading.

✅ Individual Income Tax Return Guide 2026 (289 pages)
✅ Trust Tax Return Guide 2026 (299 pages)
✅ Superannuation Fund Annual Return Instructions (229 pages)
✅ Partnership Tax Return Guide 2026 (196 pages)
✅ Company Tax Return Guide 2026 (311 pages)
✅ Capital Gains Tax Manual 2026 (254 pages)

Each guide is available as a PDF or a PDF + printed hard-copy bundle delivered to your door. Or grab the full 6 Guide Bundle and have every return type covered.

👉 Order here: https://tinyurl.com/TaxReturnGuide2026

18/06/2026

CPD works best when it's planned, not patched together.
➡️ https://tinyurl.com/4383zv2c

Complete Tax CPD takes the guesswork out of that. One program, 40+ CPD hours, a clear technical roadmap from February to November — and content that lands at the right point in the year for the work you're actually doing.

Each month is a 3-hour masterclass on a focused technical area, presented by an expert in that field. Here’s what 2026-27 is looking like:
✅ July 2026 - Tax Issues for Millennials
✅ August 2026 - Company Losses
✅ September 2026 - Director Penalty Notices Regime
✅ October 2026 - Key Tax Aspects of Employee Share Schemes – Set-up, Planning & Effect
✅ November 2026 - Employee versus Contractor
✅ February 2027 - Running A Business Or Working From Home
✅ March 2027 - FBT Update & Refresher
✅ April 2027 -Trusts - What Now?
✅ May 2027 - Rental Properties, Negative Gearing & CGT Post 2026 Budget
✅ June 2027 - Income Tax Returns Disclosure

Every session runs twice a month, so there's flexibility to fit it around client work. Recordings are also available if you can't make a live session.
🎓 40+ CPD hours across the year
📅 Two live sessions per masterclass
⏰ 12:30 PM (AEST/AEDT)
💻 Online — join from anywhere

For accountants who want their CPD year mapped out, technical knowledge building progressively, and the content arriving when it's most useful — Complete Tax CPD is built for exactly that.
👉 Learn more: https://tinyurl.com/4383zv2c

17/06/2026

Most accountants know Employee Share Schemes exist.
👉https://taxtrainingday.com.au/

Far fewer have worked through what they actually mean for the clients sitting across the desk from them right now.

ESS isn't just for ASX-listed companies handing out options to executives. The rules apply to small business too — and the structuring questions that come with them are more complex than most people expect. Sole traders, partnerships, discretionary trusts — each one brings its own set of challenges when equity is on the table.

That's one of the reasons the July Tax Training Day is shaping up to be a particularly useful day. Karen Vella spends three hours on Employee Share Schemes — covering startup concessions, shares vs options, loan funded share purchases, flowering share plans, phantom share plans, and when a restructure is worth considering.

I'll be working through the ATO's detailed Business Real Property ruling, which SMSF clients and their accountants need to understand properly before any related party property transaction. And Karen rounds out the day with a three-hour Quarterly Tax Update.

Seven CPD hours. A room full of practitioners who value the detail. And after-event drinks to close the day out well.
📅 Friday, 10 July 2026
⏰ 9:00 AM – 5:30 PM
📍 Rydges Sydney Central, 28 Albion St, Surry Hills NSW
🎓 7 hours of CPD
👉 Register here: https://taxtrainingday.com.au/

16/06/2026

Payday Super is two weeks away. Your employer clients need to hear from you before 1 July.
➡️ https://tinyurl.com/paydayclient26

From 1 July 2026, the way employers pay super changes. Some of your clients will be across it. Many won't be — and they'll be looking to you for a clear, practical explanation of what to do next.

Our Payday Super Client Communication Pack has everything ready to send right now:
✔️ Client email template (ready to use)
✔️ Employer readiness checklist
✔️ 7 plain-English articles — 1 summary + 6 detailed breakdowns
✔️ Website-ready FAQs
✔️ 7 infographics to simplify the changes

There's still time to get something out before the start date. The pack lets you do it in hours, not days.

👉 Get the pack: https://tinyurl.com/paydayclient26

15/06/2026

Registrations for CPD in Paradise close today — and this one's worth doing properly.
➡️ https://tinyurl.com/CPDParadise2026

Two days at the Hilton Surfers Paradise covering the topics that are actively shaping client work and firm strategy right now:
✅ Client moves overseas — the tax traps accountants miss (Peter Johnson)
✅ Div 7A & UPEs — Bendel aftermath (Peter Adams)
✅ Tax Stocktake — identifying risk before the ATO does (Peter Adams)
✅ Incentivising and rewarding key employees (Jo-anne Hotston)
✅ Structures & the business lifecycle — sole trader to trust to company (Trung Vu)
✅ Cognitive decline & disability risk, especially in super (Peter Bobbin)
✅ Litigation and complaint-proofing your practice (Peter Bobbin)
✅ The evolving PI insurance market (Karen McDonald)
✅ From busywork to bots — RPA + AI in practice (Shannon Smit)
✅ From accountant to firm owner — building a 7-figure practice (Davie Mach)
✅ What Good Looks Like (And What Changes as Firms Scale) (Shannon McClafferty)
✅ Maximising your tech stack for smarter implementation (Kuyen Lewis)
✅The Liquidator Diaries (Chris Baskerville and Andrew Spring)
✅Reactive to Proactive: The New Standard for Client Communication (Stan Corner)

Day 1 starts with a bonus morning beach walk with Catherine Price from TABS — coffee included. Then into a full day of technical sessions. And for dinner-inclusive ticket holders, the evening wraps up with a 3-course networking dinner with fellow attendees, presenters, and exhibitors.

In between? The Hilton Surfers Paradise Eforea spa is on-site, and the Esplanade is right outside.

It's CPD designed around the idea that having space to actually think makes you a better learner. And a better accountant.
📍 Hilton Surfers Paradise
📅 23–24 July 2026
🎓 14 CPD hours
🚨 Registrations close today

👉 Register here: https://tinyurl.com/CPDParadise2026

AML obligations commence 1 July. Session 1 of our staff training program is 12 days away. 👉https://tinyurl.com/amlstaff ...
11/06/2026

AML obligations commence 1 July. Session 1 of our staff training program is 12 days away.
👉https://tinyurl.com/amlstaff

Most firm principals have spent time getting across their own AML obligations. Getting staff trained is the next step — and it needs to happen before obligations commence, not after.
The AML/CTF Act is clear: every person performing AML functions must be trained before they do so. These two one-hour sessions are built to take care of that obligation without pulling your team off client work for a full day.

Session 1 on 24 June covers 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 on 1 July covers the harder situations — red flags, escalation, the tipping-off rule, suspicious matter reports, and record keeping as a daily habit.

A training register is maintained for every attendee. Register your team now while spots are available.
✔️ 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

10/06/2026

Last few seats remaining for CPD in Paradise 2026. Registrations close 16 June.
➡️ https://tinyurl.com/CPDParadise2026

If this has been on your radar, don't leave it any longer.

Two days at the Hilton Surfers Paradise covering the topics that are actively shaping client work and firm strategy right now:
✅ Client moves overseas — the tax traps accountants miss (Peter Johnson)
✅ Div 7A & UPEs — Bendel aftermath (Peter Adams)
✅ Tax Stocktake — identifying risk before the ATO does (Peter Adams)
✅ Incentivising and rewarding key employees (Jo-anne Hotston)
✅ Structures & the business lifecycle — sole trader to trust to company (Trung Vu)
✅ Cognitive decline & disability risk, especially in super (Peter Bobbin)
✅ Litigation and complaint-proofing your practice (Peter Bobbin)
✅ The evolving PI insurance market (Karen McDonald)
✅ From busywork to bots — RPA + AI in practice (Shannon Smit)
✅ From accountant to firm owner — building a 7-figure practice (Davie Mach)
✅ What Good Looks Like (And What Changes as Firms Scale) (Shannon McClafferty)
✅ Maximising your tech stack for smarter implementation (Kuyen Lewis)
✅The Liquidator Diaries (Chris Baskerville and Andrew Spring)
✅Reactive to Proactive: The New Standard for Client Communication (Stan Corner)

Welcome drinks and a 3-course networking dinner on Day 1. 14 CPD hours across the two days.
Once the remaining seats are gone, that's it.
📍 Hilton Surfers Paradise
📅 23–24 July 2026
🎓 14 CPD hours

🚨 Registrations close 16 June

👉 Register here: https://tinyurl.com/CPDParadise2026

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