Michael Dillon, Director, Dillon & Elbourn
The SMSF Strategy & Tactics training day offers a step-by-step approach to better managing your client’s SMSF.
This workshop delivers the tactics appropriate for each stage of a fund’s life: from money in, to money out, and maximising the opportunities in between. Maximising money coming in, clever ideas for SMSF growth, and tax planning opportunities (estate planning).
New event-based reporting obligations for SMSFs commence 1 July 2018 and will transform the way accountants go about their work.
It's essential for those working with SMSFs to understand how event-based reporting works and to get the processes right. Don't be left behind.
The 3-part Business Valuations Intermediate Web Series takes you through typical SME valuation issues and how to best manage them with the most current valuation methods and data.
This is a practical webinar series for every accountant with the basics of valuation knowledge who are seeking to upskill.
Tax & Business Services Intermediate is for accountants who are comfortable with the fundamentals of compliance work and are ready to step up to the next level - or as a practical refresher on the ‘need to knows.’
Best for those moving beyond the basics and building the complexity of the work they tackle, and those needing a refresher on current law. Essential for those who attended the Tax & Business Services - Basic Workshop.
A four-part webinar series covering the fundamental and often complex issues involved in managing cross border issues for business clients and individuals. These are the issues that almost every accounting firm faces (regardless of the size of the firm).
A step by step guide to working through the small business CGT concessions.
Across the series we cover a wide range of issues including the problem areas that often prevent clients from accessing the concessions and the solutions that might make the difference, maximising the tax effectiveness of the concessions, planning opportunities for clients who are thinking of selling business assets, and preparing clients for a CGT audit.
The essential guide to applying the rollover rules for small business clients
This session will cover the basic conditions that need to be met in order to qualify for tax relief as well as the ATO’s latest guidance on these conditions and the tax implications of applying the rollover.
Different valuations bring with them different requirements. The danger is that valuers approach all valuations the same way, using the same procedures, and do not moderate their approach for the type of valuation.
This webinar series is an essential walk through of 3 critical valuation scenarios and how not to get it wrong.
If your firm was a member of Knowledge Shop®, every quarter two of your team could attend PD in one of seven locations around the country absolutely free.