Tax & Business Services Intermediate I 2020

Case study driven - Take your compliance team to the next level


Move beyond the fundamentals of compliance work
Includes the new ‘game changing’ proposed Division 7A rules
Brilliant refresher to keep you current

There is no other program as practical or close to reality as this one at this level.


Designed 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.’ Even if you are an experienced practitioner, this workshop will bring you up to speed with the huge changes proposed to being made to Division 7A.


Tax & Business Services Intermediate I focuses on identifying issues and potential problems before the client jumps in and commits to something that might have a poor tax outcome.


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.

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2020 Dates & Details

Postponed, please see below: Melbourne New date TBD | Sydney New date TBD |
Brisbane New Date TDB

8 PD Hours, 6.25 active PD hours
Reference book included
Bring a calculator and jacket


What we cover

“Very informative and packed with knowledge, even an experienced [accountant} would gain some benefits.”

2019 Intermediate participant

Case Study Trusts 

  • The difference between accounting income, taxable income and distributable income explained
    • How to deal with the difference between accounting income, distributable income and taxable income
  • Step-by-step guide on calculating how much tax the beneficiaries and trustee need to pay
    • The rulings that remain in draft
  • The step-by-step guide to making sure that trust distributions are effective
    • Where practitioners are still getting it wrong
  • How to read a trust deed

Great for a refresher or to learn additional information.”

2019 Intermediate participant

Case Study Employee vs Contractor 

  • New rules from 1 July 2019 – deductions denied for non-compliant payments
  • What are the key factors that need to be considered in determining whether a worker is treated as an employee or a contractor?
  • How far back can the ATO go to recover superannuation guarantee liabilities?
  • The SG amnesty: what needs to be considered and what do you need to do to meet the deadlines
  • What the courts are saying about this issue
  • Strategies for reducing the risk
    • Can a company or trust be used to avoid SG obligations
  • Other problems that can arise when contractors are engaged

Case Study CGT & the Main Residence Rules 

Why they are not as easy as you think!


  • Non-residents: What happens if your client

    becomes a non-resident while they still own the dwelling that was once their main residence

  • Making the most of the concessions that are available
  • Calculating the gain when the status of the property changes
  • Accessing the exemption - the step-by-step procedures
  • Moving beyond the basics
  • Using a home to produce income and why some clients are in for a shock
  • What happens if your client is a non-resident and they still own the house

Case Study Division 7A 

The Division 7A problems practitioners often fail to recognise (and the horrible impact this has on clients!), and the proposed massive changes due to take effect from 1 July 2020 that will make things even more complex.


  • Key aspects of the new rules
    • 10 year loans and the transitional rules for existing loans
    • The shorter time frame for dealing with UPEs
    • Longer amendment periods
    • Risks associated with pre-1997 loans
  • Division 7A issues over time
    • How to achieve an efficient tax outcome
    • Why the short term ‘fix’ can cost your client big $ in the long run (and how to fix the fix)
  • Trusts - the dangers of loans to and from trusts
  • Unpaid distributions to companies:
    • 79% tax - preventing the worst case scenario
    • The options available
  • Managing loan agreements (what absolutely has to be covered)
  • Calculating distributable surplus
  • Getting the timing right 

Case Study Personal Services Income 

  • Recent cases - the ATO's renewed inete
  • The ATO rules of thumb that can get your clients off the PSI hook
  • Can you really identify personal services income?
  • Understanding the different rules for companies, trusts and partnerships
  • Applying the tests
    • Why passing the results test is harder than you think
    • Why your clients might fail an ATO audit
  • Why the rules apply to sole traders too
  • The concessions that might help your clients pass the tests
  • Special rules for agents, including financial planners
  • What to do when your client is caught by the rules
  • The practical issues:
    • PAYG withholding and tax returns
  • Part IVA and PSI:
    • High and low risk tax planning strategies

Tax & Business Services Intermediate covers the issues most practitioners previously had to learn by experience or by making mistakes. Even if you are an experienced practitioner, this workshop will bring you up to speed with the huge changes being made to Division 7A.


Using a case study format, we help team members step up beyond the basics and manage the common but often tricky tax and business services compliance issues.


The case study structure of the day gives a ‘real life’ context to tax and business services and ensures that the logic of why particular things are completed in a particular way is not lost in theory.


It’s going to be an exhausting day but well worth the effort.

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Our presenters

Karen Vella
Karen Vella

Karen solidified her role as an educator at Webb Martin (Kaplan) before creating her own consultancy.  She has worked her magic on leading accounting practices around the country, CPA Australia, the ATO, and now for her audience at this exceptional workshop.


Karen understands how to translate complex tax issues into practical, everyday solutions for her audience.

Rae Ni Corraidh
Rae Ni Corraidh

Rae is an experienced tax adviser and trainer focused on helping practitioners apply complex tax rules to real life scenarios.


She understands the challenges faced by practitioners and brings a wealth of practical experience to this workshop.


A regular presenter for Knowledge Shop, Rae has delivered The Tax Institute’s CTA courses for several years, in addition to being a Chartered Tax Adviser and Chair of The Tax Institute’s NSW Technical Committee.


Early Bird 

Per person
For payments received by 15 May 2020
  • $575 - Member
  • $650 - Non-member
Not a member? Find out more


Per person
For payments received after 15 May 2020
  • $655 - Member
  • $720 - Non-member
Not a member? Find out more
Register Member
Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for cancellations received 14 days or less of the event date under any circumstances. No credits are available less than 4 days prior to the event under any circumstances.

Venues & Times

Workshops postponed, new dates to be determined for all locations


Postponed - originally scheduled for: Wednesday, 17 June 2020
Rendezvous Hotel (map)

328 Flinders St, Melbourne


Postponed - originally scheduled for: Friday, 19 June 2020
Cliftons Sydney (map)
60 Margaret St, Sydney

Postponed - originally scheduled for: Thursday, 25 June 2020
Brisbane Hilton (map)

190 Elizabeth Street, Brisbane

All workshop sessions
8.30am - 9:00am Registration
9.00am - 5pm Workshop