Advisers Digest

Got questions about AML? We can answer them.

➡️ https://tinyurl.com/2jjfyyc8

Most firms have read the guidance by now. The real risk is applying it — does this specific thing you do every week actually trigger the obligation? Miss a designated service and your due diligence has a gap in it. Treat something as designated when it isn't, and you're burning time on clients who don't need it.

This session is six days out, and it's built to close exactly that gap.

✅ Which ASIC agent activities are designated services?
✅ Does a registered office change trigger due diligence on hundreds of clients?
✅ Are trust distribution minutes or deed variations designated services?
✅ Who has to register, and what if you missed 29 July?
✅ Do you risk rate your whole client base, or only some clients?

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

Session 1 is tomorrow.

➡️ https://tinyurl.com/m4cwcjhv

The director penalty regime now reaches across PAYG withholding, superannuation guarantee charge and GST. A wide net of company liabilities that can attach to a director personally — and most of your clients won't realise how exposed they are until it matters.

Over two sessions, Jo-anne Hotston takes you through how the regime works and what directors can actually rely on.

There's still time to register.

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 — tomorrow
📅 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

Run one property seminar and you have a room full of clients asking what to do next.
➡️https://tinyurl.com/vrtxakc3

The topic sells itself right now. Building the deck, writing the campaign, filling the seats and scoping what follows is the part that stops most firms from ever running one.

The Client Conversation Pack does all of it for you:
✅ 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 — how to grow your client base with a property seminar, presented by 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

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/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 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/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

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