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 Monday, 14 December 2020
How to assist clients assess eligibility, access and manage the JobMaker hiring credit.FPA Accreditation 23081 (1.5 CPD Hours)
Recorded: 4, 9, & 11 December 2020
The structure, program and content to deliver estate planning services to your clients. Get ready for 2021 with a service that many of your clients will be looking for.
FPA Accreditation 23078, 23079, 23080
(5 CPD Hours)
Recorded: Thursday, 10 December 2020
Businesses with aggregated annual turnover of less than $5 billion are able to carry back losses from the 2020, 2021 and 2022 income years to offset previously taxed profits in the 2019, 2020 and 2021 income year. This webinar works through the detail of the new rules to help you identify clients who might be able to take advantage of these temporary measures.Learn More →
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
Case study driven - move beyond the fundamentals of compliance work and take your team members to the next level. This course covers the issues most practitioners previously had to learn by experience or by making mistakes.
4-part series - recorded 17, 20, 24 & 27 November 2020Learn More →
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 →
Assets that can and cannot be deducted immediately, dealing with small business pools, and common problem areas and practical issues.
Recorded: Thursday, 19 November 2020
The common problem areas and practical solutions, the new rules for vacant land, and key issues for investors and business taxpayers.
Recorded: Thursday, 12 November 2020Learn More →
The essential 2020 audit issues you need to know. Navigating the raft of COVID-19 related changes presents a new set of challenges for SMSF auditors; even a small oversight or lack of procedural integrity can prove costly.
Recorded: 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 →
The practical strategies and structures to identify and manage conflicts of interest: Conflicted fees, referral arrangements and commission, conflicted remuneration and the Corporations Act v FASEA Code of Ethics requirements.
Recorded: 28 October & 4 November 2020
FPA accreditation: 22911
Total CPD hours: 2.75
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
Latest ATO guidance on expiring sub-trusts, options to prevent deemed dividends, and the checklist for releasing unpaid distributions.
Recorded 15 October 2020Learn More →
An essential walk through of the process to plan for and manage the death of a member. The SMSF compliance issues putting your clients at risk, effective ways to manage the $1.6m transfer balance cap on death, and structuring an SMSF to survive a member’s death.
2 part series recorded: 30 September & 7 October 2020
FPA accreditation: 22909
Total CPD hours: 2.50
Step-by-step guide to working though the small business CGT concessions
Recorded: 10, 17 & 24 September 2020
The key benefits and risks when using the tax consolidation rules.
Recorded Thursday, 3 September 2020
Includes the updated JobKeeper rules that apply from 3 August 2020.
COVID-19 has created a series of issues and scenarios that cause a different outcome to the norm. We identify the issues, highlight the changes and demonstrate how to deal with these in practice. We walk through the specific employee issues, rental property owners, ATO concessions, and more!
Recorded 20 August 2020
FPA accreditation: 22927
Total CPD hours: 1.5
You cannot advise on a business' value now without considering the impact of COVID-19. This is a must do session for any accountant advising clients on the sale or purchase of a business, the introduction of new equity holders, resolution of shareholder or family law disputes, or succession planning.
Recorded: Friday, 17 July 2020
FPA accreditation: 22924
Total CPD hours: 1.50
Helping landlords and tenants manage their tax obligations.
Recorded Wednesday, 24 June 2020
Identify arrangements at risk of triggering significant SG liabilities for clients and explore the steps to minimise that risk.
Recorded Wednesday, 17 June 2020
FPA accreditation: 22922
Total CPD hours: 1.25
The tax opportunities & risks when winding up a company or trust.
Recorded 5 June & 12 June 2020
Six key areas that differentiate an estate plan.
Recorded Nov. - Dec. 2019 and Feb. 2020
The issues, solutions & the safe harbour.
Recorded 21 February 2020
FPA accreditation: 22906
Total CPD hours: 1.25
New legislation will prevent some clients from claiming interest and other holding costs from 1 July 2019 for property that they own. While the rules are aimed at specific problem areas, they are complex and will be difficult to navigate for many clients. Recorded December 2019
Over the last couple of years the Government has introduced some major changes which impact on the tax position of property owners and investors. This series takes a closer look at the practical implications of the changes that apply specifically to property owners and investors. Recorded Nov/Dec 2019.