1 Hour Essentials

Issues covered include: acting on instruction, competent clients, client competency, capacity, capacity issues

Issues covered include: exercising power of attorney, risk, dementia, principles, key issues

Administration of deceased estates is becoming increasing complex – burial disputes, dealing with digital assets and managing informal wills can be just some of the challenges. Hear the latest information, what the law is saying, what needs to be considered and what advice you should be giving to your clients.

Issues covered include: testamentary trust, deceased estates, transferring control, loan accounts, unpaid present entitlements

Issues covered include: family law, estate planning, loss of capacity, Binding Financial Agreements, companies and trusts, powers of attorney

Issues covered include: financial agreements, relationships

Issues covered include: SA Land tax, joint ownership, company aggregation, trust surcharge

Issues covered include: inheritance, simple will, testamentary trust will, estate planning, beneficary

Issues covered include: child support, financial agrements, checklist

Issues covered include: trust distribution, tax, section 100A reimbursement agreements

Issues covered include: seniors, aged care, estate planning, retirement, blended families

Issues covered include: tax implications, death benefit strategies, binding and non-binding nominations, death benefit payments

The very qualities that make discretionary trusts so appealing when established also create many headaches when it is time to pass control to the next generation. Familiarise yourself with the tax consequences, and how best to satisfy the expectations of both ingoing and outgoing generations.

Keep up-to-date on the latest issues facing your ageing clients. Planning for retirement? Concerned about your clients' capacity? Dealing with assets located overseas or online? It's all here in 4 convenient 1 hour webinars in June.

A timely reminder of the personal liability that directors of a company may encounter when their company fails and what you should be aware of when advising your clients to minimise their personal exposure. WEB236A01DZ

Develop a deeper understanding of the tax dispute process including objections and appeals, identify the real reason for the audit, tips on how to keep the audit on track and deal with the tax office. Unpack 5 case studies of tax audits to identify issues that may arise and how to deal with them. WEB235A01CZ

Ensure that you are up-to-date with recent changes affecting your small business clients. This series will provide you with a timely update on changes to FBT and the current focus areas for the ATO. WEB234A01Z

Ensure that you understand the impacts and mechanisms of the new Register of Foreign Ownership of Australian Assets as well as the ATO’s new online services for foreign investors and authorised contacts, review details of the Foreign Resident Capital Gains Withholding measure, including clearance certificates, variations and exemptions. WEB235A01BZ

Just in time for the FBT returns, this webinar provides you with an update on the most recent key changes with FBT including electric cars and working from home, as well as an understanding of the current focus areas of the ATO regarding FBT. Be prepared to complete your clients’ FBT returns. WEB234A01AZ

A comprehensive update on recent developments in tax for individuals, including super, trusts and tax changes that impact your clients.

Getting your AFSL is only the first hurdle; maintaining compliance is the marathon. Clearly, even large licensees have struggled to comply with the laws and their license conditions. Make sure you have dotted the i’s and crossed the t’s on your compliance checklist by attending this 1 hour webinar with Sophie Gerber.

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

The money has flowed and now it’s time to cross-check. The ATO are data-matching to crackdown on inappropriate access to the government’s early access superannuation and JobKeeper schemes. Now is the time to make sure your clients were eligible. Plus, stay on top of changes to eligibility.

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

Issues covered include: SMSF, property development, LRBA's, COVID-19, recent Regulator's Bulletin

How do you really know when an SMSF portfolio is as strong as it could be? Can you identify red flags on sight? What are the top advisers recommending? Spend an hour and gain the latest and greatest advice on SMSF portfolio review.

Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension

Issues covered include: COVID-19, superannuation funds, compassionate grounds, LRBAs, non-arm length income, in-house assets, financial year

Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension

Issues covered include: SMSF, owning property, property development, ATO, property investments

Issues covered include: LRBA landscape, SMSFs, regulator activity, compliance programs

Issues covered include: SMSF Pension Strategies, Retirement Income Streams, TBAR and TSB, Account Based Pensions, ECPI

Issues covered include: best interest duty, ASIC, SMSF, SMSF Advice

Issues covered include: SMSFs, property investment, property structures, ATO

Issues covered include: trustee death payment decisions, SMSFs, superannuation death benefits

Issues covered include: audit risks, audit issues, SMSF auditor liability

Issues covered include: TBAR, rollovers, transfer balance cap, reporting, compensation

CGT Fridays in August! Lock away 1 hour every Friday in August to refresh your knowledge of CGT. Understand the intricacies behind the different concessions available, how they interact with each other, and how to maximise their benefits for your client.

Delivered by leaders who have their finger directly on the pulse of everything you need to know about state taxes, this mini-series covers the latest developments in land tax, stamp duty and landholder duty for your jurisdiction.

A comprehensive update on recent developments in tax for individuals, including super, trusts and tax changes that impact your clients.

Examine the ATO dispute lifecycle and explore both the legal and practical issues that privately owned and wealthy groups ordinarily face when dealing with the ATO.

With so much change to keep on top of lately, you may have not be fully aware of the New Loss Carry Back Rules or the Instant Asset Write-Off Rules that were rushed through Parliament, or the opportunities they provide for your clients while the new measures are in place. 

This November, explore inbound and outbound tax issues, including complex taxes, cross-border transactions and corporate tax residency issues.

The ATO Justified Trust program for the Next 5000 Private Groups commenced in November 2020. If you’ve received a letter, or soon expect to, you will need to know the implications and how to respond. Join us for this convenient 1 hour webinar from David Prichard at ESV Business Advice and Accounting, for his practical guidance on love letters from the ATO.

Just in time for the FBT returns, this webinar provides you with an update on the most recent key changes with FBT including electric cars and working from home, as well as an understanding of the current focus areas of the ATO regarding FBT. Be prepared to complete your clients’ FBT returns. WEB234A01AZ

Ensure that you understand the impacts and mechanisms of the new Register of Foreign Ownership of Australian Assets as well as the ATO’s new online services for foreign investors and authorised contacts, review details of the Foreign Resident Capital Gains Withholding measure, including clearance certificates, variations and exemptions. WEB235A01BZ

Get up to date on the most timely and pressing tax updates. In one hour you can catch up on the latest COVID relief and budget announcements having an impact right now and into the future. Explore the latest payroll tax updates. Consider recent developments and changes in stamp duty and land taxes. Spend an hour and get up to speed on the most important developments in state taxes in Victoria. WEB213AL01D

WEB213AL01E: As COVID-19 relief measures introduced changes to land tax and stamp duty across the country, accountants need to be across the changes for 2020-2021. Spend an hour with state tax expert Angela Melick, and get up to speed on the most important developments in NSW state taxes.

Issues covered include: TBAR, rollovers, transfer balance cap, reporting, compensation

Issues covered include: absolute entitlement, tax consequences, vesting, Taxation Ruling TR2018/6, vesting date

Issues covered include: proposed changes, loan rules, transitional rules, UPE's, Pre-1997 loans

Issues covered include: acting on instruction, competent clients, client competency, capacity, capacity issues

Issues covered include: audit risks, audit issues, SMSF auditor liability

Issues covered include: tax disputes, audits, assessments, objections, payment arrangements, garnishee notices, director penalty notices

Issues covered include: exercising power of attorney, risk, dementia, principles, key issues

Issues covered include: trustee death payment decisions, SMSFs, superannuation death benefits

Issues covered include: The Gerry Harvey Tax, overseas GST, electronic distribution platform, e-commerce, GST developments

Issues covered include: discretionary trusts, testamentary trusts, inter vivos trusts, succession planning, clawback mechanisms for trustees, taxation liabilities, CGT assets

Administration of deceased estates is becoming increasing complex – burial disputes, dealing with digital assets and managing informal wills can be just some of the challenges. Hear the latest information, what the law is saying, what needs to be considered and what advice you should be giving to your clients.

Issues include: residency tests, Australian tax resident, Harding case

Issues covered include: SMSFs, property investment, property structures, ATO

Issues covered include: testamentary trust, deceased estates, transferring control, loan accounts, unpaid present entitlements

Issues covered include: family trust, ending family trust, family trust election, family trust distribution tax, family tax

Issues covered include: small business tax, Tax Gap, ATO, taxpayers

Issues covered include: LRBA landscape, SMSFs, regulator activity, compliance programs

Issues covered include: anti-hybrid mismatch, guideance products, ATO, foreign hybrid mismatch rules

Issues covered include: tax office targets, tax trusts, trust law, taxation of trusts"

Issues covered include: best interest duty, ASIC, SMSF, SMSF Advice

Issues covered include: State Taxes, economic entitlement, trust to beneficiary distributions, duty exemption, land tax, Principal Place of Residence exemptions, foreign purchaser duty and absentee owner surcharge

Issues covered include: family law, estate planning, loss of capacity, Binding Financial Agreements, companies and trusts, powers of attorney

Issues covered include: SMSF Pension Strategies, Retirement Income Streams, TBAR and TSB, Account Based Pensions, ECPI

Issues covered include: CGT concessions, small business

Issues covered include: TTs, testamentary trusts, estate planning, wills

Issues covered include: financial agreements, relationships

Issues covered include: non-resident beneficaries, SME, ATO, surcharge duty, land tax, foreign resident beneficiaries

Issues covered include: SA Land tax, joint ownership, company aggregation, trust surcharge

Issues covered include: employment text, single touch payroll, revenue office

Issues covered include: SMSF, owning property, property development, ATO, property investments

Issues covered include: trustees, governance, digital assets, probate, wealth management

Issues covered include: ATO objections, ATO appeals

Issues covered include: FY2020, Income Tax, budget, income tax consolidation outcomes

Issues covered include: inheritance, simple will, testamentary trust will, estate planning, beneficary

Issues covered include: child support, financial agrements, checklist

Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension

Issues covered include: trust distribution, tax, section 100A reimbursement agreements

Issues covered include: seniors, aged care, estate planning, retirement, blended families

How do you really know when an SMSF portfolio is as strong as it could be? Can you identify red flags on sight? What are the top advisers recommending? Spend an hour and gain the latest and greatest advice on SMSF portfolio review.

Issues covered include: testamenary trusts, super, family, super pensions

Issues covered include: tax implications, death benefit strategies, binding and non-binding nominations, death benefit payments

Issues covered include: COVID-19, superannuation funds, compassionate grounds, LRBAs, non-arm length income, in-house assets, financial year

Issues covered include: COVID-19, SMEs, asset valus, turnover, small business CGT concessions, small business restructure rollover

As COVID-19 continues to impact the country, the pandemic has given rise to legal issues that every accountant must address. Accountants are at the front line of advisers during the COVID-19 crisis. Many of the questions put to accountants raise serious legal questions. What happens to commercial leases? Is what happens to commercial leases (if anything) going to impact on franchises? What about Director’s duties? Can a contract be terminated because of a force majeure clause? Is the law on hold?

Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension

Issues covered include: ATO objections, ATO appeals

Your work environment looks different; your business itself probably looks different, and expecting things to return to ‘normal’ is just wishful thinking. We are all in a new economic situation, and must adapt to survive. Find out how to see new opportunities, re-assess your financials and develop a new and resilient business strategy. Find your new ‘business as usual.’

COVID-19 has brought the execution of wills and estate planning documents to the top of priority list for many of your clients, so you need to know the latest developments. You know the financial affairs of your clients better than anyone, and are in a unique position to ensure they have made all the necessary arrangements with respect to their estate planning. Ensure your clients are protected if documents need to be made or upgraded during this time.

Issues covered include: SMSF, property development, LRBA's, COVID-19, recent Regulator's Bulletin

Issues covered include: client focus, client ranks, good clients, client database

Issues covered include: trust integrity provisions, reimbursement arrangements, unpaid present entitlements, trust loss rules, circular trust distributions

Unpack ethical concepts and understand what they mean for you in practice, building your toolkit to become a more ethical professional

Issues covered include: SA land tax, varied tax rate, structuring options

Issues covered include: Family, financial planning, service packages

Know how to respond when you personally are faced with a situation that challenges your ethics. Have an answer ready when the inevitable daily ethical questions arise. Do not find yourself with a professional misconduct claim. Take home practical advice and sensible guidance on the ethical challenges that you will be faced with in your everyday practice.

Transform your thinking about client relationships and re-evaluate the strategic objectives of your practice. Ensure you have effective collection policies in place to ensure you are paid on time! Get the most value out of your client relationships and build a stronger and more client-focused practice.

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

WEB213AL02: Are you constantly trying to be all things to all people? Specialising in one field can be daunting, but the payoff if you get it right is enormous. Join Meryl Johnston as she imparts guidance and examples on how to increase revenue, profits and team happiness by specialising in a niche. Meryl will walk you through an in-depth case study detailing how her firm achieved rapid growth and success through specialisation.

Examine how rollover relief applies when dealing with transfer of business assets and shares, destroyed property, and conversion of leasehold to freehold interests. Consider complex scenarios and comparisons of CGT rollovers with other available concessions.

Gain an in-depth understanding of the conditions for relief, asset tests and exemptions, including ‘active’ tests and rules for non-SME owners, with practical scenarios and examples to apply to your clients.

While the CGT Main Residence exemption is a significant tax concession, its provisions are deceptively complex. Examine the significance of ‘adjacent land’, impacts on death and inheritance, interactions with the maximum net asset value test, and critical issues for foreign residents, plus more. Use a single hour of your time wisely and ensure you obtain the best tax result for your client while avoiding losing significant tax benefits.

The money has flowed and now it’s time to cross-check. The ATO are data-matching to crackdown on inappropriate access to the government’s early access superannuation and JobKeeper schemes. Now is the time to make sure your clients were eligible. Plus, stay on top of changes to eligibility.

The SBRR relief provides a significant opportunity for SME taxpayers to restructure their affairs in order to achieve a variety of commercial outcomes, but a high degree of attention to detail is required in advising on, and implementing, any restructure under the relief. Dr Mark Pizzacalla was involved in the formulation of the SBRR provisions and sits on the Board of Taxation Review.

Getting your AFSL is only the first hurdle; maintaining compliance is the marathon. Clearly, even large licensees have struggled to comply with the laws and their license conditions. Make sure you have dotted the i’s and crossed the t’s on your compliance checklist by attending this 1 hour webinar with Sophie Gerber.

Testamentary Trusts are a popular vehicle for clients to control the distribution of assets to their beneficiaries. Recent changes to the taxation of testamentary trusts have changed the landscape and increased the importance of Testamentary Trust Wills. Understand the best strategies to advise your client to protect their estate plan.

The very qualities that make discretionary trusts so appealing when established also create many headaches when it is time to pass control to the next generation. Familiarise yourself with the tax consequences, and how best to satisfy the expectations of both ingoing and outgoing generations.

Understanding when a family trust election is required can be complex. Franked dividends, trust losses, owning shares in a company with losses, or accessing the small business restructure rollover can all be viable reasons to make an FTE. The election comes with serious potential pitfalls, however, so it’s important to clarify your knowledge on when it is appropriate.

Managing a client’s wealth can put trusted advisors directly in the firing line for client complaints. Your response can make or break your relationship with the client, and potentially do your practice serious harm. Learn why clients complain, how to manage complaints if you receive one, and most importantly, avoid getting one in the first place.

Find out what the hot spots for this year will be, enhance your skills in managing tax disputes and learn how to handle bad debts and debt forgiveness in a post COVID-19 world. 3 hours well spent.

It's Tax Time! Spend a few Friday mornings in April to wrap your head around income tax developments before it's crunch time.

WEB213AL01: Delivered by leaders who have their finger directly on the pulse of everything you need to know about state taxes, this mini-series covers the latest developments in payroll tax for your jurisdiction.

Keep up-to-date on the latest issues facing your ageing clients. Planning for retirement? Concerned about your clients' capacity? Dealing with assets located overseas or online? It's all here in 4 convenient 1 hour webinars in June.

Trusts Trifecta for Advisors takes a deep dive into the complexities of trust vesting, trust distribution and testamentary trusts and deceased estates. Take the opportunity to refresh your knowledge with 3 short webinars and enhance your practice in these areas.

CGT Fridays in August! Lock away 1 hour every Friday in August to refresh your knowledge of CGT. Understand the intricacies behind the different concessions available, how they interact with each other, and how to maximise their benefits for your client.

A comprehensive update on recent developments in tax for individuals, including super, trusts and tax changes that impact your clients.

Delivered by leaders who have their finger directly on the pulse of everything you need to know about state taxes, this mini-series covers the latest developments in land tax, stamp duty and landholder duty for your jurisdiction.

This November, explore inbound and outbound tax issues, including complex taxes, cross-border transactions and corporate tax residency issues.

The ATO Justified Trust program for the Next 5000 Private Groups commenced in November 2020. If you’ve received a letter, or soon expect to, you will need to know the implications and how to respond. Join us for this convenient 1 hour webinar from David Prichard at ESV Business Advice and Accounting, for his practical guidance on love letters from the ATO.

Examine the ATO dispute lifecycle and explore both the legal and practical issues that privately owned and wealthy groups ordinarily face when dealing with the ATO.

With so much change to keep on top of lately, you may have not be fully aware of the New Loss Carry Back Rules or the Instant Asset Write-Off Rules that were rushed through Parliament, or the opportunities they provide for your clients while the new measures are in place. 

WEB213AL01A: As COVID-19 relief measures introduced changes to land tax and stamp duty across the country, accountants need to be across the changes for 2020-2021. Spend an hour with state tax expert Darius Hii, and get up to speed on the most important developments in QLD state taxes.

Get up to date on the most timely and pressing tax updates. In one hour you can catch up on the latest COVID relief and budget announcements having an impact right now and into the future. Explore the latest payroll tax updates. Consider recent developments and changes in stamp duty and land taxes. Spend an hour and get up to speed on the most important developments in state taxes in Victoria. WEB213AL01D

WEB213AL01E: As COVID-19 relief measures introduced changes to land tax and stamp duty across the country, accountants need to be across the changes for 2020-2021. Spend an hour with state tax expert Angela Melick, and get up to speed on the most important developments in NSW state taxes.

Ensure that you are up-to-date with recent changes affecting your small business clients. This series will provide you with a timely update on changes to FBT and the current focus areas for the ATO. WEB234A01Z

Just in time for the FBT returns, this webinar provides you with an update on the most recent key changes with FBT including electric cars and working from home, as well as an understanding of the current focus areas of the ATO regarding FBT. Be prepared to complete your clients’ FBT returns. WEB234A01AZ

WEB213AL01B: As COVID-19 relief measures introduced changes to land tax and stamp duty across the country, accountants need to be across the changes for 2020-2021. Spend an hour with state tax expert Stuart Leonard, and get up to speed on the most important developments in WA state taxes.

Ensure that you understand the impacts and mechanisms of the new Register of Foreign Ownership of Australian Assets as well as the ATO’s new online services for foreign investors and authorised contacts, review details of the Foreign Resident Capital Gains Withholding measure, including clearance certificates, variations and exemptions. WEB235A01BZ

Develop a deeper understanding of the tax dispute process including objections and appeals, identify the real reason for the audit, tips on how to keep the audit on track and deal with the tax office. Unpack 5 case studies of tax audits to identify issues that may arise and how to deal with them. WEB235A01CZ

A timely reminder of the personal liability that directors of a company may encounter when their company fails and what you should be aware of when advising your clients to minimise their personal exposure. WEB236A01DZ