Tired of virtual/online meetings and craving in-person engagement? Come along to our Tax Training Day and interact with other attendees and our expert presenters.
Tax Training Day is one of our signature events that help accountants sharpen their professional skills and learn the most up to date knowledge from the leaders in the industry. The differences between this event and other events are that we aim to keep the event intimate (max 65 pax), interactive, and engaging so that you enjoy the training and never get bored throughout the day. From 2018 to 2025, we ran a number of successful Tax Training Days covering both areas of Superannuation and Tax. Previously, our expert presenters covered topics such as Tax Planning, Testamentary Trusts, Superannuation and Divorce, FBT and Salary Packaging, Compensation payments, and more...
Typical Event Schedule
The event starts at 9:00 AM with Peter Johnson, Director of Advisers Digest, providing an hour presentation on a superannuation/small business CGT concessions/trusts-related topic. Senior Tax Trainer, Karen Vella will then give a thorough presentation on a special topic. These special topics are chosen based on the feedback from our attendees. We cover what you want to learn! Previously, we covered special topics such as Family Trust Elections, Testamentary Trusts, CGT Rollovers and more. Karen will also provide a comprehensive Tax Update covering all relevant changes over the past three months. The event will conclude at 5 to 5:30 PM.
2026 Training Topics
Friday, 17 April 2026 (AEST)
Division 296- By Peter Johnson (1 hour)
In one hour, Peter will run through all the legislation under Division 296 and provide practical examples your clients will encounter. He will also cover when to sell down assets to avoid Div 296 tax.
Quarterly Tax Update- By Karen Vella (3 hours)
Detailed coverage of the changes to the taxation industry over the last 3 months
Superannuation Guarantee And More – What’s Next?- By Karen Vella (3 hours)
Payday super
What are the new timing rules?
Qualifying earnings (QE) – what is it and why is it important?
When do extended timeframes apply?
The ATOs compliance approach
Superannuation guarantee charge changes
What are the new SGC components?
What is happening to the late payment offset?
How will interest and penalties work?
Failing to comply with the choice of fund rules
Deductibility of the SGC
Small business super clearing house decommissioning
STP reporting changes
An update on Division 296
Sold Out
Friday, 10 July 2026 (AEST)
Business Real Property- By Peter Johnson (1 hour)
In one hour, Peter will walk you through what the ATO actually means by business real property and why it matters for SMSF clients dealing with related-party property transactions.
Quarterly Tax Update- By Karen Vella (3 hours)
Detailed coverage of the changes to the taxation industry over the last 3 months
Rewarding Employees And Employee Share Schemes- By Karen Vella (3 hours)
Ways to give equity to employees
Employee share scheme rules – not just for big business
Special rules for startups
Shares v options
Loan funded share purchases
Flowering share plans
Can equity be issued easily? – issues with sole traders, partnerships and discretionary trusts
Should a restructure be considered?
Alternatives to giving equity
Phantom share plans
Salary packaging benefits
Sold Out
Friday, 23 October 2026 (AEDT)
Distributing Small Business Gains Out of A Company- By Peter Johnson (1 hour)
Case study on a capital gain made by an accounting firm
Claiming the Small Business CGT Concessions within the firm
Streaming the Retirement Exemption amongst the CGT Concession Holders
Why a company is the perfect structure for a 15 year exemption gain; but
Why it can be terrible under the retirement exemption
Practical tips for the returns of the company, the Shareholders and the CGT Concession Stakeholders
Quarterly Tax Update- By Karen Vella (3 hours)
Detailed coverage of the changes to the taxation industry over the last 3 months
PSI vs PSB - By Karen Vella (3 hours)
Overview of the PSI rules and Taxation Ruling TR 2022/3
Draft PCG 2024/D2 on Part IVA and PSBs
ATO ruling on professional services firms PCG 2021/4
Risk assessment factors in practice
Comparing professional practices that are PSI, PSB and where it is income from the business structure
Rydges Sydney Central (28 Albion St, Surry Hills NSW 2010)
Elevate your CPD experience at Rydges’ 4-star venue in the heart of the city. Renowned for exceptional events, Rydges offers a stylish, comfortable setting with spacious rooms and first-class amenities to ensure your learning experience is both productive and enjoyable. Join us for a seamless day of professional development in a location designed to impress.
Been to other tax training events that you get spoken at, not being able to interact with presenters or get your questions answered?
This is NOT one of those events.
Our presenters are industry thought leaders, they not only possess experienced technical knowledge but be able to deliver engaging presentations that make your tax training day interesting and interactive. You will want to come back again each time.
Peter Johnson
Founder of Advisers Digest
Industry leader is an apt title for Peter Johnson.
A chartered accountant with significant tenure as both practitioner and practice owner; a highly respected instructor for CPA Australia; an SMSF specialist and sought-after SMSF keynote presenter…
Peter is dually gifted as a technician and network facilitator.
Karen Vella
LeadingTax Trainer
Karen Vella brings over 25 years of experience in the tax profession, beginning her career with the Big Four before running her own successful practice.
Transitioning from practice to education, she has spent many years as a trainer, technical writer, and senior tax presenter.
Interact with our presenters in a small & intimate setting
Post session drinks included
Secure Your Spot Early at Discounted Rate
The Best Tax Training Day You'll Experience
Tired of virtual/online meetings and craving in-person engagement? Come along to our Tax Training Day and interact with other attendees and our expert presenters.
What Attendees Have EnjoyedAbout Our Other Events...
The Best Tax Training Day You'll Experience
Tired of virtual/online meetings and craving in-person engagement? Come along to our Tax Training Day and interact with other attendees and our expert presenters.
How is this different from other tax training events?
This tax training day will not be like any other tax training events that you have attended in the past, where you get spoken at and end up receiving very little value or benefit. Our presenters are professional tax trainers & superannuation expert, they have great reputations to make the event interesting, engaging and you'll get your questions answered. We purposely make our event small so that you get to know other attendees and actually take away practical advice.
What's your refund policy?
Refunds are provided with 30 days' notice before the event when you have purchased a single event ticket. If you have purchased all two events, refunds are provided with 30 days' notice before the first event. No refunds will be provided thereafter for the second or third event as we have already reserved your spot. If you booked the ticket and don't show up, no refunds will be provided as we have already reserved catering and your spot. However, if you receive our free bonuses, there will be NO refund available as we've given you extra freebies. If you cannot make it to the event at the last minute, you can find a replacement to attend the event on your behalf and email us at info@AdvisersDigest.com.au so that you get all the event information on time.
Can I drive to the event?
The venue (Rydges Sydney Central) is in the heart of Sydney's CBD only a walking distance away from Central Station. You can easily get there by public transport via the tram or train station. If you decide to drive, there is full-day parking for guests at the hotel.
Do you cater for different diets?
Yes, we cater for different dietary requirements. Our venue Rydges Sydney Central has a dedicated restaurant that you can enjoy your meal and mingle with other attendees. The event also includes delicious morning and afternoon tea.
Can I book the event later?
Tickets are on a first in, first served basis. We cannot guarantee how long the tickets will last since we are capped at 65 seats. Our previous events were sold out. You normally pay for this kind of event at $600-700 PER SESSION. Our price is fairly affordable. It's value for money :-)
Do I get presentation slides & papers?
Yes, we send you the presentation slides and research papers from our presenters before the event so that you can go through them either before the training day or after. Those are distributed via an email so that you can download them or print them as you wish.
Got more questions? Reach out to us at info@advisersdigest.com.au
Our Proud Exhibitors
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Accountancy Insurance are the leaders in providing protection for accounting professionals.
MA FInance deliver smart advice, fast efficient service, competitive mortgage rates and a wide choice of products and lenders.
TABS – Super Fund Auditors that guarantee prompt, friendly and continual communication to assist you and your staff with the entire audit process, with a genuine focus on education and support. Operating for over 10 years, they are proudly ATO determined fully compliant and one of the top 100 SMSF firms since 2019
At Acis, we specialise in business and investment structures and restructures – company registrations, trusts and SMSFs.
The Best Tax Training Day You'll Experience
Tired of virtual/online meetings and craving in-person engagement? Come along to our Tax Training Day and interact with other attendees and our expert presenters.
