Webinar Date: 28th May 2026, at 12:00PM (AEST)

FREE WEBINAR FOR ACCOUNTANTS & ADVISERS

The Missing Link in Tax Planning

Valuations, timing and better outcomes

Tax planning is not a once‑off event. Learn how ongoing appraisals and valuations provide continuous insight into business value, goodwill, and active asset composition before it’s too late.

Many valuable tax concessions aren’t lost through bad advice they’re lost through lack of foresight. In Tax Planning and Business Values, Peter Johnson explains why regular appraisals and valuations should be part of annual tax planning, not just sale or restructure events. Learn how business value, goodwill, cash levels, and active asset proportions affect Small Business CGT concessions, MNAV testing, and restructuring options under Div 122 and Subdiv 328‑G, helping advisers identify issues early and avoid last‑minute surprises.

Meet Your Presenter

Brett Goodyer is a leading expert in business valuations and forensic accounting with over 30 years’ experience helping professionals understand what truly drives business value.

Known for his ability to simplify complex financial data, Brett delivers practical, actionable insights that accountants and advisers can apply immediately. He is a trusted industry educator, presenting seminars and workshops across Australia focused on valuations, value maximisation, and due diligence.

Featuring Guest Speaker

An industry leader in tax and SMSF advisory, Peter Johnson brings decades of practical experience as a practitioner, trainer, and practice owner. He is one of Australia’s most respected instructors for accountants and a sought‑after keynote presenter.

As Founder and Director of Advisers Digest, Peter provides technical support and training to tax and SMSF accountants nationwide. With more than 30 years’ association with CPA Australia and being among the first accountants to hold a limited AFSL, Peter is widely recognised for his deep technical expertise and ability to make complex rules practical and understandable.

Who Should Attend?

If Small Business CGT concessions, asset composition, or restructures come up in your client work, this session is essential.

What You’ll Learn in This Webinar

How regular appraisals and valuations support ongoing tax planning, not just sale events
The impact of business value, goodwill, and surplus cash on tax outcomes
How active asset proportions affect eligibility for Small Business CGT concessions
Key considerations for MNAV testing, affiliates, and connected entities
How valuation insights inform restructure options under Div 122 and Subdiv 328‑G

What You’ll Get

Practical insights into using valuations and appraisals as an ongoing tax‑planning tool
Greater confidence when advising on business value, goodwill, and surplus cash
Clear guidance to help identify CGT concession risks early
Improved ability to support restructures and defend positions with confidence
Real‑world examples you can reference in client discussions and planning decisions
A CPD Certificate of Attendance to support your professional development

Exclusive Bonus for Attendees

All attendees will receive 1 Months FREE of BVOPro, giving you access to valuation tools that support ongoing appraisals, asset analysis, and advisory‑grade insights.

(Available only to webinar attendees.)

Register Now — It’s Completely Free!

Strengthen your tax planning.
Improve your valuation insight.
Deliver better long‑term outcomes for your clients.