Tax & Business Services Basics 2020

Cut down the review time spent on errors. Help your team think for themselves, dig deeper, and ask the right questions.

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Want to book a discounted package of Tax & Business Services Workshops for your team?Basics, Intermediate I and Intermediate II
Call 
(or email) Lee Marshall on 02 8916 4212

Cut down review time spent on errors
Active workshop style learning
Fast track the trial & error learning curve for grads

This workshop is all the things we wish we knew when we were starting out.

Tax & Business Services - Basics fast tracks the trial and error learning curve and delivers the practical knowledge your team needs.

Cut down the review time spent on errors and help your team think for themselves, dig deeper, and ask the right questions.

Often team members are not confident enough about their own knowledge to ask the questions that really count - or worse, they are simply unaware of the gaps in their knowledge. This workshop aims to change that.

Tax & Business Services - Basics tests your team’s knowledge in a workshop style training environment. This is active learning where participants will complete a tax return and a BAS while working through real client issues.

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Dates & Details

Melbourne 14 February 2020 | Sydney 18 February 2020 | Brisbane 20 March 2020

8 PD Hours, 6.5 active PD hours
Reference book included
Bring a calculator and jacket

What we cover

Tax & Business Services Basics tests your team’s knowledge in a workshop style training environment. This is active learning where participants will complete returns and activity statements while working through real client issues.

“Loved it. Should have sent me here earlier.”

Melbourne, 2019 Basics Participant


A Note to Managers...

Tax & Business Services - Basics is designed to show your team why technical skills will only take them part of the way. We demonstrate why a job does not start and end with just their technical knowledge. At each stage we’ll show your team how to avoid bad habits and do it the ‘right way’:

  • How to make sure that nothing is missed
  • Why they can’t always rely on what the client tells them
  • Avoiding the spread of bad habits among team members
  • Giving your team the confidence to challenge the way things have always been done
  • Using a checklist as protection in an ATO audit
  • Teaching your team how to resolve an issue
  • Making sure your ‘backside’ is covered!

Then, join us for Part 2 in the Tax & Business Services series, Tax & Business Services – Intermediate.


Case Study 1

So you think you know everything about ‘I’ returns? We cover the gaps and pitfalls to make sure those tax returns are done correctly. What drives your manager insane and what you should be picking up?

  • Conducting a client interview - what to say and what not to say
  • Preparing an ‘I’ return - with particular attention to trouble spots such as:
    • Understanding income from different investments (e.g., managed funds)
    • What happens when your client’s cross borders?
    • Rental property tips and target areas including the sweeping changes limiting deductions
    • Legally maximising deductions - what clients can claim & when you are pushing the boundaries
    • Travel expenses - when you can use the Commissioner’s daily rates
    • Claiming car expenses
    • When can a meal allowance be claimed as a deduction?
  • Recognising and managing ATO target areas

‘Basics’ is an intensive workshop style induction on the ‘real world’ for graduate through to intermediate accountants and those needing a practical refresher on the fundamentals.

Then, join us for Tax & Business Services - Intermediate to take the next step.

Register for Basics and Intermediate by 22 Jan 2020 and save up to 25%+.

Case Study 2

In small groups you analyse and work through a sample trial balance. We then walk you through:

  • Converting the trial balance into something meaningful
  • Why it’s important to verify every asset and liability
  • Transacting with related parties and what to look for
  • Getting the trial balance to a point where your manager can review it
  • The recent changes to SBE eligibility and when clients can use the SBE concessions.
    • When is accessing the concessions worthwhile?
  • Changes to the immediate asset write-off rules
  • The opportunities to look good and deliver an advantage to your client
  • Is there a Div. 7A issue?
  • Taxes on employment and recognising that different taxes tax different things
  • Contractors - what the Commissioner is targeting
  • Why what your client tells you is not always right

Case Study 3

In small groups you prepare a BAS manually (without software so you can understand the GST fundamentals). We also look at:

  • Recognising the difference between income for GST purposes and PAYG instalment income
  • Preparing a BAS without software reports - do your team really understand the numbers?
  • Why tax codes are so important
  • Claiming GST on motor vehicle expenses and on the purchase of the car
  • Tips to reduce the risk of audit
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Our Speakers

Craig Rosen
Craig Rosen
DIRECTOR, HAYES KNIGHT

Craig is a business services Director of Hayes Knight in Sydney. His trajectory to Director at a relatively young age is testament to his capacity to understand client needs and get the job completed. 

An experienced trainer for CPA Australia and private organisations, Craig is also a stickler for detail - there really is nothing that gets past him. He knows how work needs to be completed and will ensure that participants share this knowledge.

Karen Vella
Karen Vella
TRAINER, TAXBYTES

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

She has ‘been there and done that’, having trained with the Big Four, initiated her own successful practice before moving to a Partnership with Hayes Knight, then solidifying her role as an educator at Webb Martin (Kaplan) before creating her own consultancy and working with in-house training specialist company TaxBytes.

She has worked her magic on leading accounting practices across the country and now for her audience at this exceptional workshop.

Investment

Early Bird

Per person
For payments received by 22 Jan 2020
  • $545 - Member
  • $595 - Non-member
Not a member? Find out more
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General

Per person
For payments received after 22 Jan 2020
  • $625 - Member
  • $685 - Non-member
Not a member? Find out more
Register Member

Want to book a discounted package of Tax & Business Services Workshops for your team? Basics, Intermediate I and Intermediate II? Call (or email) Lee Marshall on 02 8916 4212

Terms & conditionsAll 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

Melbourne
Friday, 14 February 2020
Rendezvous Hotel (map)
328 Flinders Street, Melbourne

Sydney
Tuesday, 18 February 2020
Cliftons Sydney (map)
60 Margaret St, Sydney

 

Brisbane
Friday, 20 March 2020
Brisbane Hilton (map)
190 Elizabeth Street, Brisbane

Time
All workshop sessions
8.30am Registration
9.00am - 5pm Workshop