Tax

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

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

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

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

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

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

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: CGT concessions, small business

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

Issues covered include: ATO objections, ATO appeals

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

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

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

Issues covered include: ATO objections, ATO appeals

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

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.

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 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.

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.

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.

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.