CANCELLED: CPD Day for Trusted Advisors
As a busy accountant, you 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 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: Craig Stone CA, Associate, Hood Sweeney
9.00am to 9.45am: 2020 Tax Roundup: 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
- SA Land Tax update
- Preparing for 1 July 2020: What needs to be done?
Presented by Simon How CTA, Partner and Simon Garrett, Accountant, Bentleys SA
9.45am to 10.30am: Superannuation Contribution Landscape: What are the Rules?
- Total super balance: Why is it relevant?
- Types of contributions & contribution limits
- Effective contribution strategies
Presented by Shirley Schaefer, Lead Partner - Superannuation, BDO
10.30am to 10.45am: Morning Tea
10.45am to 11.30am: Business Valuation Essentials
- The 4 W's: Why, What, Who, When?
- The valuation approach
- Analytical forecasting
- Deriving a valuation conclusion
- Is there any business goodwill?
- Tricky issues: Tips, traps and advice
Presented by Brendan Daw CA, Director, Daw Accounting and Advisory; Business Valuation Specialist CAANZ; Registered SMSF Auditor
11.30am to 12.15pm: Your Client’s Will: The Details that Accountants Need to Know
- What are the consequences if your client dies without a will?
- What makes a will valid?
- Consequences of marriage and divorce
- Estate planning dealing with the divorce of a beneficiary
- Should you act as your client’s executor?
Presented by Mark Jappe, Principal and Bridget Shinnick, Solicitor, Adelta Legall
12.15pm to 1.00pm: Networking Lunch
Session 2
Professional Skills for Trusted Advisors
1.00pm to 2.00pm: Rethinking Client Communications: Design Thinking to Create Unbeatable Client Communication
- Why some clients keep emailing you with "are we there yet" and how to intervene while making them happy
- How to use complaints to design better communication processes
- A simple method that allows you to collaborate during everyday conversation
- How to create a hypothesis that allows you to test a change on a small segment of your customers (and save money and time!)
- The simplest way to create community. And no, it doesn't require Facebook or Pinterest.
- How you will be perceived as being unique, even if everyone else uses the exact same method presented
Presented by Leticia Mooney, CEO and Founder, Brutal Pixie
This session offers 1 FASEA CPD Point in Client Care and Practice
2.00pm to 3.00pm: Managing Your Workplace Law Obligations
- Understanding workplace expectations today
- Managing complaints in your office
- Workplace bullying, discrimination, sexual harassment: what you need to know
- Legal consequences for individual employees and for the Board: liability and risk management for you and your firm
Presented by Thea Birss, Senior Associate, Employment Law and Dispute Resolution, NDA Law
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: Why Good People Can Make Bad Professional Decisions
You make many decisions each day with your clients so ensure that your decision making is compliant and correct.
- Why good people can make bad professional decisions
- Understanding the impact of cognitive bias on decision making and ethical decision making
- Improving the decision making process for you and your practice
- Building a culture of ethics in your practice
Presented by Professor Petrina Coventry, Business School Office, University of Adelaide; Principal - Asia, Cognicity
This session offers 1 FASEA CPD Point in Professionalism and Ethics
Learning Outcomes
- Hear 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 business valuation
- Strengthen communication with your clients
- Ensure your practice is meeting workplace obligations
- Understand how to make better and more ethical decisions