Identify and manage the problem areas to avoid ATO scrutiny - Managing loans and the common problem areas, identifying the hidden traps within Div 7A, and practical tips to prevent deemed dividends.
Recorded: Monday, 25 October 2021Learn More →
The Treasurer has stated that Commonwealth financial support to individuals and business will reduce at 70% full vaccination rates and cease at 80% in the relevant state or territory - a special update to help you help your clients bridge the gap between 'COVID-19 impacted' and 'living with COVID-19'
Recorded Friday, 15 October 2021
The commercial, tax and structuring complexities of buy-sell agreements - When buy-sell arrangements need to be considered, the essential tax planning and structuring requirements, and the practical insurance coverage issues.
Recorded: Thursday, 7 October 2021Learn More →
You cannot complete a business valuation now without considering the impact of COVID-19 - walks you through the issues, identifies the relevant considerations, and then provides the practical approaches - covering the engagement, work program, valuation conclusion and report.
Recorded: Thursday, 30 September 2021Learn More →
The rules, risks & opportunities when a member of an SMSF dies - SMSF compliance issues putting your clients at risk, effective ways to manage the $1.7m transfer balance cap on death, and structuring an SMSF to survive a member’s death.
Recorded: 22 & 29 September 2021Learn More →
A forum for AFS self-licensees who want to get on top of the issues but don’t have time to read a few hundred pages of legislation, guidance or regulations.
Coming up Breach Reporting!
Recorded: Wednesday, 29 September 2021Learn More →
Helping landlords and tenants manage their tax obligations - Tax impacts of adjusting rental arrangements due to COVID-19, dealing with leasehold improvements, and lease incentives and lease surrender payments.
Recorded: Thursday, 16 September
What every adviser needs to know about navigating, working with, and managing cryptocurrency. Join our panel - incl. Prof. Ellie Rennie, Dr Elizabeth Morton, ATO Assistant Commissioner Adam O'Grady - as they take you on a journey from the basics of cryptocurrency and its position in the community, to the detail of the ATO's compliance program, to the issues for tax and super.
Recorded: Tuesday, 14 September 2021Learn More →
The tax issues created by unpaid trust distributions and how to manage them - latest ATO guidance on expiring sub-trusts, options to prevent deemed dividends, checklist for releasing unpaid distributions.
Recorded: Thursday, 9 September 2021
The key benefits and risks when using the tax consolidation rules. How to form a tax consolidated group, the pros and cons of tax consolidation, and dealing with tax losses and capital losses.
Recorded: Thursday, 2 September 2021Learn More →
An essential guide to the key GST issues for property development projects - GST for property developers - from fundamentals to advanced topics, minimise risk - get the tax treatment right from the start, and the common problem areas and practical solutions.
Recorded 26 & 31 August 2021Learn More →
The practical issues when managing tax for software distributors, developers, and customers - the new ATO guidance on activities involving software, treating software as trading stock or a depreciating asset and the tax impact,common practical issues and problem areas
With Michael Carruthers
Recorded: Thursday, 19 August 2021Learn More →
Assessing and implementing the financial lockdown support measures for NSW businesses - Key eligibility rules, the practical issues and problem areas, and the evidence that needs to be submitted or kept on file.
Recorded: Friday, 30 July 2021Learn More →
The key features of the rules and how to apply them effectively. Recent ATO updates on key aspects of the rules Navigating the interaction between temporary full expensing, instant asset write-off, pooling and accelerated depreciation rules, and common problem areas and practical issues
Recorded - 22 July 2021Learn More →
How to build an effective due diligence work program appropriate to your client's needs
Recorded - Wednesday, 21 July 2021Learn More →
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.
It's essential training 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.’
Recorded: 21, 23 & 25 June 2021Learn More →
The risk and impact of unplanned events on an SMSF - divorce, disruption, and disqualification - and how you need to respond.
What to plan for (and do) when clients divorce, creating an Investment Strategy that withstands market changes, and the actions to take when a member is facing disqualification.
Recorded: 24 June 2021Learn More →
The essential Company Tax Online Workshop walks you through the best practice methods of managing your company clients and identifies the issues, risks, and forward planning required to achieve the best outcome. Issues, risks and solutions when managing company clients, implications of recent changes - losses, and tax rates & franking & more Case-study based learning.
With Jo-anne Hotson, TaxBytes
Recorded 9, 16 & 23 June 2021Learn More →
The tax opportunities & risks when winding up a company or trust. Opportunities to extract profits/assets in a tax effective manner, identify the risk areas that need to be managed, and utilising the concessions built into the tax rules.
Recorded: 3 & 10 June 2021Learn More →
An essential guide to the options, structures and strategies for property ownership in an SMSF. Getting the structure of property purchases right, understanding intricacies with LRBA arrangements, complexities with related and unrelated unit trusts for property development.
Recorded: 9 & 16 June 2021Learn More →
When it comes to contributions, knowing how to get the best results for different clients is essential. We'll show you how. Working with the new Contribution Cap changes, how indexation of TBC impacts certain caps, and the strategies to maximise contributions.
Recorded: 26 & 31 May 2021Learn More →
A sensational core webinar for every accountant that ensures the right steps are taken to protect trust clients pre 30 June.
Recorded: Thursday, 20 May 2021Learn More →
How to apply the right tax treatment & avoid ATO scrutiny - the latest ATO guidance on when travel expenses are deductible, FBT & how to get the tax treatment right, deductions under ATO scrutiny.
Recorded Tuesday, 11 May 2021Learn More →
Step by step guide to determining someone’s residency status - Determining Residency Status and temporary residency. The residency status of an individual is crucial in determining the types of income and gains they will be taxed on and how much tax they pay in Australia - COVID-19 has made this process even more complex for many clients.
Tuesdays 27 April & 4 May 2021Learn More →
The strategies, process and management of the 1 July change to TBC indexation - including strategies for clients approaching retirement or age 65, how to work out a client's personal TBC, and
changes to other superannuation caps
Recorded: Wednesday, 28 April 2021Learn More →
How to maximise opportunities while reducing risks, the who, what, when & how of family trust elections, how to make the most of the concessions for family trusts, and how to avoid triggering penalty tax rates.
Recorded: Thursday, 22 April 2021
How to manage and respond to the vital SMSF issues that affect you and your clients with a focus on achieving the best outcomes for both parties.
TBC indexation to $1.7m, non-arm's length expenses in detail, COVID-19 relief, SMSF property development problem areas and more!
Recorded: 7, 14 and 21 April 2021Learn More →
Graduate accounting training - this workshop is all the things we wish we knew when we were starting out. For graduates and those needing a refresher in the tax and business services fundamentals.
Recorded: 15, 22, & 29 March 2021
The in-house asset rules can be complex and the risks high.
COVID-19 has increased the risk of problems arising and the Commissioner's approach to in-house assets is not 'carte blanche.'
We identify the issues and break down the complexity, stepping through the processes and procedures in practice (including Part 8 Associates).
Recorded: 31 March 2021
When tax has to be paid on pre-CGT assets, when assets stop being treated as pre-CGT assets, and opportunities to extract profits on sale of pre-CGT assets in a tax efficient manner.
Tuesday, 30 March 2021Learn More →
The impact, implications and process of applying PCG 2021/D2. How to self-assess the risk rating for a professional services firm, what needs to be done to end up in the 'green' risk zone, and understanding how the ATO's transitional arrangements work.
Recorded Tuesday, 25 March 2021Learn More →
5.25 Ethics CPD Hours to help you meet your CPD requirements.
An essential insight into how the Code of Ethics and the recently updated guidance applies to the typical financial services, accounting, and converged practice. Code problem areas and the steps to protect yourself, and ethics and the adviser audit - the problem areas revealed.
Recorded: 17, 19, 22 & 24 March 2021
FPA accreditation: 23043, 23044, 23045, & 23407
Total CPD hours: 5.25
The tax issues and planning opportunities at every stage of the business lifecycle, managing tax liabilities for business entities and their owners, and essential training for client facing team members.
4-part online series
Recorded: 2, 9, 16 & 23 March 2021
The tax opportunities & how to structure them effectively. Maximise after-tax income of employees with minimal employer impact, the steps to ensure packaging is effective, and preventing ATO attacks on employee contributions.
Recorded: Thursday, 4 March 2021
Essential training for your team. Ensure clients don't pay more tax than they need to, managing distributions to companies and trusts, and the streaming rules in practice.
Recorded 18 & 25 Feb 2021
The common problem areas and the new rules, busting common myths, managing complex situations, and opportunities you can’t afford your clients to miss out on.
Tuesday, 23 February 2021
Recorded Thursday, 3 December 2020
Structuring settlements in a tax efficient manner, making the most of concessions in the tax system, and managing unexpected tax outcomes.
FPA accreditation 22991 (1.25 CPD hours)
Regulatory compliance & consumer protection = 0.5
Technical competence = 0.75
FPA accreditation: 23049
Total CPD hours: 1.25
When DTAs need to be considered, a practical guide to interpreting and applying them, and the exemptions and concessions contained in many DTAs.
Recorded Thursday, 26 November 2020Learn More →
The ATO’s safe harbour concession for inherited property.
Step-by-step guide to calculating capital gains and losses and the concessions to minimise tax liabilities.
Recorded: Thursday, 5 November 2020Learn More →
How to advise on the tax treatment of subdivision projects.
Recorded: Thursday, 29 October 2020Learn More →
Managing loans and the most common problem areas, identify hidden traps within Div 7A, and practical tips to prevent deemed dividends.
Recorded Thursday, 22 October 2020
FPA accreditation: 22939
Total CPD hours: 1.5
The implications and outcomes of different pension types. The practical advice considerations to achieve client goals, the steps to starting and maintaining a pension, working with pensions from selecting the right pension type, and the requirements to effectively and accurately start and maintain a pension.
Recorded Wednesday, 21 October 2020.
FPA accreditation: 22910
Total CPD hours: 1.25
Step-by-step guide to working though the small business CGT concessions
Recorded: 10, 17 & 24 September 2020