Accounting & Tax

Issues covered include: CGT, GST, property tax, family law, estate planning, property investment

Issues coverend include:Victorian property markets, land tax objection, subdividing & partitioning land, residential property development lifecycle, succession planning, CGT and main residence exemption, foreign investors

Issues covered include: small business structuring, prenups, split-ups, discretionary trusts, trust structures, small business CGT concessions, GST, duty, restructuring a business

Issues covered include: business structuring, tax , family law, estate planning, insurance, asset protection, CGT, GST

Issues covered include: restructuring, tax exit and cashing out strategies, impact of relationship breakdowns on family business, modern business succession planning

Issues covered include: funding, restructuring and exit strategies, foreign investors, succession planning, relationship breakdowns

Issues covered include: restructuring and tax exit strategies, family business owners, relationship breakdowns, modern business succession planning

Issues covered include: cashing out and exit strategies, restructuring, business succession, family business startups, impact of relationship breakdown on family business

Issues covered include: family business structuring, estate planning and succession, family law and relationship disputes, tax

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

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: recent family law decisions, case update, important cases, family law issues, accountant family law issues, tax issues in family law settlements, financial agreements, prenuptial agreements, pre-nuptial agreements

Issues covered include: transfer pricing rules, SGE rules, SGE rules and SME, penalties for transfer pricing, guidelines for transfer pricing documents, international transfer pricing, australian rules transfer pricing, recording keeping transfer pricing, transfer pricing records

Issues covered include: GST, Goods and Services Tax, Property Development, Going Concern, E-Commerce, Audit

Accountants spend a lot of time dealing with tax authorities: ATO audits, tax disputes, concerns over director penalties, and debt collection. As your clients’ representative, it’s crucial to stay informed and advise your clients early on matters that might result in tax disputes and relieve their burdens by acting and managing communication on their behalf. After this informative half day program, you will gain the keys to success when dealing with tax authorities.

Issues covered include: structuring, GST, stamp duty and land tax, foreign investors, tax mistakes and tax disputes.

Issues covered include: 2020 Tax update, COVID Measures and Their Impact on 2020 & 2021 Tax Positions, new rules limiting deductions for vacant land, offshore tax deduction, Transferor Trust regime, operation of s99B, business valuations and COVID19, keeping clients data safe

Issues covered include: COVID-19, Division 7A, Asset protection, estate planning, superannuation

Issues covered include: start up challenges, common challenges for start up business, structuring business for multiple owners, best advice for small business, profit sharing disputes, how to avoid profit sharing disputes, key risks in profit sharing, restructuring businesses before selling, tax consequences on exit strategies, tax consequences of sale of business versus sale of shares, value of business, how to describe value of business, key areas to consider when valuing business

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.

Issues covered include: latest tax updates, latest tax legislation, recent cout rulings, excluding non-residents from CGT exemption, testimentary trusts to minors, superannuation guarantee, land tax, land exemptions, land tax grouping provisions, hybird trusts, fixed trusts, recent tax disputes, small business rollover and CGTconcessions, cash flow boost and jobkeeper scheme, Division 7A,how to bring additional stakeholder to a growing business

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.

This half day Small Business Tax Essentials program will cover the all essential issues you need to consider when dealing with your small business clients. You will be provided with a comprehensive tax update and the most practical tax strategies that affecting your clients.

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

2 hours, 5 tax experts and all the essential updates: Urgent 30 June checklist, Div 7A update and the latest case law impacting year end planning.

Issues covered include: new technology, regulations, professionalism and ethics, managing an Australian Financial Services Licensee

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

Issues covered include: COVID-19, 2020 SMSF audits, tax update, business valuation, client's will

Thousands of Australian businesses have been in ‘survival mode’ as they tried to endure the impact of COVID-19. Now, as things start to turn around, many small businesses are reconsidering their structure. Client business structures can regularly be unsuitable for present circumstances, not just following a global pandemic. Whether they were not correctly created in the first place, operations have changed over time, succession planning issues have arisen or any other multitude of reasons.

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.

Ensure that your clients’ SMSF is structured effectively, and that the structure stays effective no matter the circumstances. Examine the considerations around companies, trusts and super, understand the investment rules for SMSFs and confirm that it meets all compliance obligations. Get the latest advice directly from the experts on SMSF structures and investments to meet your client’s expectations.

SMSF compliance has become even more complex over the last six months. Hear from the superannuation gurus working at the coalface on SMSF audits, the most effective pension strategies and the Sole Purpose Test. Don’t let simple mistakes become expensive ones.

In this 2 part series, get all your SMSF technical updates. Session One focuses on SMSF compliance, with the latest information on SMSF audits, the most effective pension strategies and the Sole Purpose Test. Session Two examines SMSF structures and investments, including considerations around companies, trusts and super, and the latest investment rules for SMSFs. Attend online from any location, on any device, and hear from the superannuation gurus working at the coalface.

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.

CGT Fridays in August! Lock away 1 hour every Friday in August to refresh your knowledge of CGT Rollovers, CGT Business Concessions, CGT Main Residence Exemption and the Small Business Restructure Rollover. Understand the intricacies behind each concession, how they interact with each other, and how to maximise their benefits for your client. Book all 4 sessions for only $375.

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.

With ecommerce thriving, many of your clients will soon be asking how to move or expand their business models online. Take this opportunity to upskill yourself and receive an in-depth, practical guide to how you record sales, forecast cash flow, navigate tax systems, costs and inventory cycles, and manage inventory for an ecommerce business.

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.

With the NSW budget to be handed down on November 17, we’ve gathered legal and accounting experts to provide you with the need to know information on property tax topics like land tax, duties, developer and subdivision issues, concessions, strata, deceased estates, COVID-19 measures, CGT and Main Residence Exemption and vacant land provisions. Whether you specialise in property law or you just want to ensure your knowledge is up to date in this fast changing area, this seminar is for you.

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.

The latest in our online mini-series, Trusts Trifecta for Advisors takes a deep dive into testamentary trusts, discretionary trusts and family trusts, exploring their pros and cons, complex taxation issues, passing control and knowing when to make a family trust election.

Gain a practical understanding of tax issues related to property whether you are looking at trusts, subdivisions, property development or tax on property in an Estate. Covering the latest in stamp duty, GST and property developments, plus practical tax considerations for dealing with property in the estate plan. Don’t miss this 2 hour update with practice leaders.

Looking for Client Care & Practice hours to meet your FASEA requirements? Look no further. In 5 easy online sessions, our Client Care and Practice Bundle delivers 5 FASEA CPD hours to fulfil your mandatory requirements. In live & recorded sessions online, engage with our expert speakers on best practice advice to act as a client centric adviser. Everything from how to deal with complaints, how to get paid on time, how to niche your practice, how to expand your advice to turn 1 client into many, plus more

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.

Get on top of all the cutting edge strategies you will need when your client’s small business needs to be structured or restructured. Obtain a practical guide to small business CGT concessions, early warning signs of liquidation or administration, and the latest taxation and asset protection strategies. Explore how to structure for succession. Plan for family complications, relationship breakdown, death or other crisis while ensuring the business survives. This jam-packed day is not to be missed.

Don’t miss this unique opportunity to engage with the ATO and understand how to work collaboratively with their new Private Wealth programs, COVID-19 compliance activities, tax governance and transparency and how to work together effectively on inquiries, audits, and tax disputes. Plus, get ahead on FBT planning for employee expenses and benefits, restructuring issues and what not to do if you want to avoid being on the TBP watchlist. If you only attend one event this year, ensure this is it.

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.

Experts working at the coalface of tax and small business advisory will give you the latest updates and cutting edge strategies on all of the key issues your small business clients will expect you to know.

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.

It’s a half day GST Masterclass that answers all your questions! GST touches every part of tax advice, every day. Catch up with a practical guide on GST, the latest updates and hot tips to be aware of. It is a Masterclass that every tax adviser needs.

Attend and uncover the most practical structuring strategies and indirect tax issues for your property clients, with detailed case studies and real life examples. Take this great opportunity to sit with a line of expert professionals in this industry and get your questions answered.

Details to confirmed at a later date

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

A half-day essential update on the state of play for mergers and acquisitions in Australia, where the opportunities lie and what the latest tax strategies are for you to benefit your clients.

Non-residents wanting to commence business in Australia are faced with complex taxation challenges. Take a deep dive and emerge with cutting edge strategies to assist your non-resident clients.

Spend a half-day and get a handle on CGT, income tax and superannuation issues for deceased estates, doing trust tax returns for deceased estates plus more. Walk away with a practical checklist to immediately apply.

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.

Don't miss this hugely popular one-of-a-kind annual event. Get on top of all the cutting edge strategies you will need when your client’s small business needs to be structured or restructured. It's all there in one jam-packed day that will unlock opportunities for your small business client that you didn't know existed.

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

Join us for the event of the year! The great minds of tax gather in one room to discuss and explore key developments, the direction of the ATO, compliance and audit triggers and future issues to watch. Discussion and debate rule the day, so come along, engage and have your questions answered. An event not to be missed.

Recap your knowledge of the Australian taxation system, from foundations through to CGT, GST and FBT. Understand the core concepts behind the taxing of individuals, taxing of entities and taxing of trusts. This half-day webinar is an essential introduction for graduates but also a useful refresher for tax professionals.

Would you like to enhance your knowledge of business valuation? Understand the 4 W's: Why, What, Who, When? Learn the fundamentals of the valuation approach, analytical forecasting and deriving a valuation conclusion. Essential for all accountants in this era of fluctuation and business strain.

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.

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

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