CANCELLED: CPD Day for Trusted Advisors
Busy accountants need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.
Description
This event offers 6 CPD/CPE hours and meets the qualifying CPD requirements of CAANZ, CPA, IPA and FASEA.
Please note to count towards the minimum 28 hours of licensee approved CPD hours, your licensee is required to approve this event.
Session 1
Critical Practice Updates for Trusted Advisors
Chair: Roelof van der Merwe, National Tax Director and Partner, Findex
9.00am to 9.30am: 2020 Tax Update: Federal Budget and Other Recent Developments
- Guide to the outcome of the Budget
- 2020 Tax Planning update: What should be on your radar right now
- Division 7A update
- Preparing for 1 July 2020: What needs to be done?
Presented by Roelof van der Merwe, National Tax Director and Partner, Findex
9.30am to 10.10am: What’s New? All About Super Contributions
- Super guarantee, concessional, non-concessional contributions
- Total Super Balance
- The downsizer contribution
- Carry forward contributions
- Spouse contributions, contributions splitting
- Small business retirement exemption
- Potential issues
Presented by Travis Schindler, Private Client Adviser, Hewison Private Wealth
10.10am to 10.25am: Morning Tea
10.25am to 11.05am: Valuation Essentials for SaaS Businesses
- Understanding the essentials of the SaaS industry
- The best valuation approach to take
- Analytical forecasting and SaaS KPIs: What you need to know
- How to derive a valuation conclusion for SaaS businesses
- Tricky issues: tips, traps and advice
Presented by Mark Bailey CA, Associate Director, Hall Chadwick; CA Business Valuation Specialist
11.05am to 11.45am: Practical Accounting Solutions for Everyday Estates and Family Law Concerns
Work through the different scenarios that you need understand and consider when advising your clients and leave with the answers:
- What happens to superannuation upon the death of a party in family law proceedings?
- How does the Family Court deal with inheritances received during the relationship/marriage, late in the relationship/marriage or following separation?
- What is the interplay between a binding financial agreement and the death of a party to an agreement?
- Can a former spouse challenge the will of deceased party after divorce?
- If Family Court proceedings are ongoing what happens to the deceased party's will?
- What happens if a spouse dies before family law proceedings are commenced?
- How do the time frames for bringing a family law property proceeding impact when a defacto party dies leaving a will?
Presented by Lee Formica, Partner, Family and Relationship Law, Lander & Rogers, Accredited Family Law Specialist
11.45am to 12.15pm: Family Trust Disputes: Lessons and Opportunities for Accountants
- Identifying common issues and ensuring your clients are aware of possible outcomes of a trust dispute
- Minimising the risk of disputes between family members
- Resolving disputes that arise in relation to the division of family trust assets
Presented by Dimitri Peries, Partner, Robert James Lawyers
12.15pm to 1.00pm: Networking Lunch
Session 2
Professional Skills for Trusted Advisors
Chair: Michael Humphris, Director, Horizon Equity Consulting
1.00pm to 2.00pm: Maximising the Value of Your Client Relationships and Getting Paid on Time
- The importance of client acceptance and re-acceptance policies and procedures
- Strategic clients, the long tail and getting your client mix right
- Delivering client service and getting paid: it takes two
- Value added services and strong relationships: the ideal objective
- Implementing the right collection policies and procedures for your practice
Presented by Jeffrey Luckins, Director Audit and Assurance, William Buck
This session offers 1 FASEA CPD Point in Client Care and Practice
2.00pm to 3.00pm: Managing Your Workplace Obligations to Avoid Claims Against You
- What is unlawful discrimination?
- Understanding the risk of sexual harassment claims in the professional office
- Making the office safe
- Avoiding bullying claims in your practice
Presented by Chris Molnar, Partner, Kennedys
This session offers 1 FASEA CPD Point in Regulatory Compliance and Consumer Protection
3.00pm to 3.15pm: Afternoon Tea
3.15pm to 4.15pm: How to Build Your Ethics Toolkit as a Modern Professional
- What should you know about ethical behavior to keep your practice safe and compliant?
- What do these insights mean for you?
- How can you address unconscious biases and hurdles?
- What practices can help you be an ethical professional?
Presented by Dr Eva Tsahuridu, Associate Professor and Industry Fellow at the School of Accounting, RMIT
This session offers 1 FASEA CPD Point in Professionalism and Ethics
Learning Outcomes
- Understand the latest tax and Budget updates
- Understand the current rules on super contributions
- Update your knowledge on wills and estate planning and what you should be telling your clients
- Clarify your knowledge on SaaS business valuation
- Strengthen your client relationship
- Ensure your practice is meeting workplace obligations
- Understand how to be a more ethical professional