Accounting

Managing Client Complaints: A Golden Opportunity

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.

3rd Annual Small Business Structuring and Restructuring Conference

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.

Tax Summit 2020: Working Collaboratively with the ATO

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.

Property Tax and Stamp Duty in Victoria: Essential Update

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.

Client Care and Practice Bundle

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

Trusts Trifecta for Advisors

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.

Family Trust Elections: When Are They Necessary?

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.

Cairns Accounting Conference

Details to confirmed at a later date

Tax Traps for Individuals Mini Series

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

Scale Up Your Practice by Niching Down

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.

Regulatory Compliance and Consumer Protection: Maintaining Your AFSL and Meeting Compliance Requirements

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.

Passing Control of Discretionary Trusts

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.

State Property & Land Taxes Mini-Series

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.

Corporate International Tax Mini-Series

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

10 SMSF Hours in One Day

Join us for 10 practical SMSF workshops and in-depth sessions packed with critical updates and the latest SMSF strategies. Claim 10 specialist SMSF hours in one go with everything you need to know about lump sum death benefit distributions, defined benefits and complex TBAR. Enhance your SMSF administration and get on top of your compliance obligations. Hear the latest contributions and pension strategies and unlock investment options, all from leading experts working at the coalface of these crucial issues

SMSFs Summit

We have gathered a team of experts to unpack significant issues with SMSFs. The impact of Non-Arm’s Length Income and the LCR 2021/22 will be demystified for you. Uncover the rippling effect of recent changes on in-specie property contributions. Be a step ahead of legacy pensions and so much more. With so many changes in recent times it’s easy for your strategies to become outdated, so make sure you’re investing your time wisely into staying at the forefront of a successful SMSF practice. WEB223N42

Estate Planning Conference

Issues covered include: estate planning and succession, taxation, superannuation, Division 7A issues, testamentary trusts, blended families, foreign clients and assets, small businesses, aged care issues, executor risks

4th Annual Estate Planning Conference Brisbane

4th Annual Estate Planning Conference Adelaide

4th Annual Estate Planning Conference Melbourne