Knowledge Shop Professional Development

The Christmas Edition 

Knowledge Shop PD

Just for Knowledge Shop members
Pragmatic updates on the important issues
Straight-to-the-point sessions

 

Calling all Knowledge Shop members.  Join us for this special member only event - everything you need to keep up to date and ahead of the game in 3 hours. And afterwards, join us for end of year drinks and food! 

Who can attend?

Knowledge Shop PD is a member only event delivered quarterly in seven locations across Australia. Two team members from member firms can attend free.  Extra team members are more than welcome at a minimal cost.

Register for November/December PD
(note the earlier start times)

 

Log into the member website to register.  Be quick - PD books out early! 

 

Register

 

 Not a Knowledge Shop Member? Take a tour and see what's on offer!

November/December Dates

PD registrations are now open

  

 Sydney

12 November

Perth

15 November

Brisbane

19 November

 
 Melbourne

26 November

 Adelaide

29 November

Newcastle

3 December

 

Parramatta

6 December

 
  

Everything you need to keep up to date and ahead of the game in 3 hours!

Trusts & Franked Dividends

Tax & Accounting

The recent High Court decision in the Thomas case has put the spotlight back on the tax issues that need to be considered when franked dividends flow through a trust to its beneficiaries. There are a number of problems that can arise when trusts hold shares in a company and want to pass on the benefit of franking credits to their beneficiaries.

 

We explore the practical implications of the High Court decision as well as a number of other issues, including:

 

  • the application of the holding period rules
  • how streaming can help in achieving the best tax outcome, and
  • how to avoid franking credits being trapped in a trust.


When property is used to earn income

Tax & Accounting

 

All sorts of tax issues arise when clients use a property to generate income and recent changes complicate the tax implications. The ATO has also indicated that it is focusing on individuals who use their home as an office or place of business or rent out some or all of the property through AirBNB or similar platforms.

 

This session ensures that you are up to date with the recent changes to travel and depreciation deductions and what clients can and can’t claim when using their home for work or business purposes.

SMSF: Making reform work in practice

Superannuation

Accountants and advisers are working with the reform measures for the first time and the processes and procedures to do this are not always clear. This session focuses on the array of questions generated as practitioners implement reform and the gaps that have emerged between the intent of legislation and its practical application.

 

We look at:

  • Tracking a client's total superannuation balance (TSB) – the steps and hurdles to understanding your client’s TSB at any one point in time and the flow-on effects for contributions, tax calculations, actuarial requirements, carry forward contributions, etc
  • The administration and audit issues when clients fail to access their minimum pension payments
  • The process to calculate tax for an SMSF – the unintended consequences of using segregated assets
  • The very real problem of arriving at your client’s Transfer Balance Cap (TBC) and what happens when you don’t get it right
  • The legislative gaps and omissions creating an administrative nightmare for practitioners

Broaden your client services - Estate Planning option

Practice Management

The market keeps telling accountants to broaden their service spread to meet both client demand and also to counter the impact of any reduction in compliance services. For many accountants estate planning might be the right option. This session explores:

 

  • The estate planning opportunity
  • Why an estate plan is not simply having a will
  • Steps involved in preparing an estate plan
  • The value of an estate plan and the risks clients are exposed to without one
  • Offering estate planning as a service
  • How to charge for it
  • Licensing requirements - where do they cut in

 

 

So, what do you say?

Register

Members please log in from the registration page or register through the member-only website.

More on membership

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Terms & Conditions 

All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 2 days or less of the PD event date under any circumstances. 

Dates

Sydney

Monday 12 November
Swissotel
68 Market St, Sydney

Perth

Thursday 15 November
Duxton Hotel
1 St Georges Tce, Perth

Brisbane

Monday 19 November
Brisbane Hilton
190 Elizabeth St, Brisbane

Melbourne

Monday 26 November
Rendezvous Hotel
328 Flinders St, Melbourne

Adelaide

Thursday 29 November
Rockford Adelaide Hotel
164 Hindley St, Adelaide

Newcastle **NEW VENUE

Monday 3 December
Rydges Newcastle
Cnr Merewether St & Wharf Rd, Newcastle 

Parramatta

Thursday 6 December
Holiday Inn
18-40 Anderson St, Parramatta

Times (local)

Brisbane, Melbourne, Parramatta & Sydney
2:30 - 3:00pm  Registration 
3:00 - 6:30pm PD
6:30pm - 7:30pm End of year drinks
 

Newcastle

12:30 - 1:00pm Registration 
1:00 - 4:30pm PD
4:30pm - 5:30pm End of year drinks
 

Adelaide

1:30 - 1:45pm Registration
1:45 - 5:15pm PD
5:15 - 6:15pm End of year drinks
 

Perth

2:00 - 2:30pm Registration 
2:30 - 6:00pm PD
6:00 - 7:00pm End of year drinks

Investment

2 team members attend for free

Additional attendees
$125 (GST incl)

PD Hours 3 | Notes Comprehensive workbook included | Materials Notes and training resources available on PD archive post series