Knowledge Shop PD

the Christmas Edition

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What you need in 3 hours
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.

Don't forget we'll be starting 30 mins earlier with end of year drinks afterwards.

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.

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

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2019 Nov / Dec Dates & Details

Join us for end of year drinks afterwards!

Brisbane 11 November  | Parramatta 18 November | Melbourne 25 November
Perth 27 November  | Sydney 2 December | Newcastle 5 December |  Adelaide 9 December

4 PD hours (CPA), 3 active PD hours (ASIC, TPB TASA)

What Nov/Dec PD covers

Missed the previous PD program? Access the live recording on the member website.

Ugly Christmas Sweater Competition

ugly Xmas SweaterAustralia is a bit hot for sweaters at this time of year so we’re broadening the competition to all Christmas attire – go Christmas kitsch at PD and you could win the Haigh's hamper!

Practice 2020 

What the accounting practice of the next decade will look like. 

The role of the accountant and the profession continues to evolve. Over the coming decade there will be a fundamental change and shift in accounting firms. This session looks at the likely changes and the drivers of change. We will explore some of the options available to accounting firms and the importance of positioning your firm for the future. 


Preparing for ATO potshots! 

The ATO has announced several initiatives focusing on areas where it believes taxpayers are making mistakes in relation to their reporting obligations or are not declaring all of their income. We cover some of the key areas, including the ATO’s latest warning on undisclosed foreign income and some of the most common problem areas. 

We also explore the latest ATO guidance for trusts that have capital gains and the nasty tax outcomes that can arise if clients aren't careful. We also delve into new guidance on home-based businesses, and the recent cases dealing with the PSI provisions that highlight how easy it can be to make mistakes in this area. 

Tax Treatment of Compensation Payments

Provision for remediating misconduct and overcharging customers is estimated at $6.6bn across the financial institutions and the wealth sector. These payments have started to flow through and there is a lot more to come. Clients will look to the profession to assist them to manage the tax treatment of these payments.  

This session looks at how to analyse these payments for tax purposes and how the rules apply to different components such as compensation for loss on an investment, the recoupment of fees and interest. We explore how the tax rules apply to payments made to individuals and how the tax rules apply when compensation is paid to a super fund.


Superannuation: 'Shift' or 'landslide'

With the raft of ATO and Government announcements in the past few months amending superannuation law and practice, it’s easy for practitioners to miss the important details. We summarise the issues and give you pragmatic solutions to manage:

  • The SMSF diversification debate 
  • The updated guidance on valuation requirements and super fund assets 
  • Downsizer contributions and how SO MANY clients are getting this wrong! 

We also detail the impact of the recent Treasury Laws Amendment (2018 Super Measure No,1) Bill 2019 that received Royal Assent on 2 October:  

  • The ability for some clients to "opt-out" of the Super Guarantee system 
  • SMSFs & NALI: What the recent update means and how it affects you  
  • Changes to Total Superannuation Balance calculations

7 locations | 3 active PD hours | Workbooks | Access to live stream recording

Venues & Times

Brisbane
Monday 11 November
Brisbane Hilton
190 Elizabeth St, Brisbane

Parramatta
Monday 18 November 
Holiday Inn
18-40 Anderson St, Parramatta

Melbourne
Monday 25 November 
RACV City Club (new venue)
501 Bourke St, Melbourne

Perth
Wednesday 27 November 
Duxton Hotel
1 St Georges Tce, Perth

 

Sydney
Monday 2 December 
Swissotel
68 Market St, Sydney

Newcastle
Thursday 5 December
Wests New Lambton - Bowls Club
1a Tauranga Road, New Lambton

Adelaide
Monday 9 December
Rockford Adelaide
164 Hindley St, Adelaide

 

Times

Adelaide
1:30pm - 1:45pm Registration
1:45pm - 5:15pm PD
5:15pm - 6:15pm EOY Drinks

Brisbane, Melbourne, Parramatta & Sydney
2:30pm - 3:00pm Registration
3:00pm - 6:30pm PD
6:30pm - 7:30pm  EOY Drinks

Newcastle
12:30pm - 1:00pm Registration
1:00pm - 4:30pm PD
4:30pm - 5:30pm EOY Drinks

Perth
2:00pm - 2:30pm Registration
2:30pm - 6:00pm PD
6:00pm - 7:00pm EOY Drinks

Online (regional members only)
2:40pm - 3:00pm AEDT Join online
3:00pm - 6:30pm PD

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