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

4th Annual Estate Planning Conference Perth

Trusts Essentials

Issues covered include: trusts, CGT concession, ATO rulings, discretionary trusts, vesting, winding up a trust

4th Annual Trusts Essentials Brisbane

4th Annual Trusts Essentials Conference Adelaide

4th Annual Trusts Essentials Conference Melbourne

4th Annual Trusts Essentials Perth

Inaugural Employment Taxes and Financial Obligations Conference Melbourne

Inaugural Employment Taxes and Financial Obligations Conference

Issues covered include: employment termination, contractors, single touch payroll, superannuation guarantee, payroll tax, FBT, expatriate tax overview, underpayment of wages, accessorial liability under the Fair Work Act

Trusts and Estate Planning Conference 2019 Canberra

5th Annual Small Business Tax Essentials

The vast majority of businesses in Australia are small businesses, so you better be prepared to provide up to date and expert advice when a small business client comes to you for help. That means being across the game changing developments stemming from the budget, the election and the Banking Royal Commission. Eleven experts working on 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.

Tax and Wealth Advisory: Migration, Foreign Investors & Opportunities

Issues covered include: immigration for business and investors, foreign investment, non-residents doing business, non-residents doing family business, owning a property, anti-money laundering, tax considerations and non-residents, estate planning, administration and sucession for migrations and foreign investors

SMSF Symposium: Opportunities and Threats

Issues covered include: Financial Adviser Standards and Ethics Authority (FASEA) Update, TBAR, Royal Commission, Pension options, SMSF Deed, Superannuation contributions, non-concessional contributions, Transfer Balance Account, Super Death Benefits, Binding death benefit nominations, blended families, incapacity.

Business Sales Conference

Issues covered include: Enterprise value, Tax strategies, Pre-Sale Restructuring, Selling Business with Property, CGT exemptions, Concessions, Property structure, Business valuation methodologies, Preparing a Business for Sale, Equity transfer to family, Third party sale, tangible and intangible assets, Intellectual Property, Privacy and Data Protection, M & A Merger and Acquisition.

5th Annual Small Business Tax Essentials

Issues covered include: Phoenix business activities, tax case update, historical loans, unpaid present entitlements, small business restructuring, practical tax solutions for small business

Tax Strategies: Advising Individuals

Issues covered include: wealth accumulation, property tax, insurance payment, cryptocurrency, client's marriage, separations, family and accounting, succession and estate plannning

5th Annual Small Business Tax Essentials and SMSFs: Risks and Opportunities

5th Annual Small Business Tax Essentials

The vast majority of businesses in Australia are small businesses, so you better be prepared to provide up to date and expert advice when a small business client comes to you for help. That means being across the game changing developments stemming from the budget and the election. Twelve 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.

5th Annual Small Business Tax Essentials

With the vast majority of businesses in Australia being small businesses, you need to be prepared to provide up to date and expert advice to small business clients. That means being across the game changing developments stemming from the budget and the election and the Banking Royal Commission. Eleven 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.

5th Annual Small Business Tax Essentials

The vast majority of businesses in Australia are small businesses and you need to be prepared to provide up to date and expert advice to them. That means being across major Div 7A changes about to come into effect 1 July 2019 and small business structuring and re-structuring tax problems. Six 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.

SMSFs: Risks and Opportunities

Regulators are increasingly targeting SMSF advisors after finding that 90% of them have breached the law. If you want to stay out of the crosshairs and avoid a regulatory disaster for your practice and your clients it’s critical to keep updated with the latest legislation and understand precisely what regulators require. Take this opportunity to pick up practical tips on TBAR and work out tailored solutions on pensions, contributions, super death benefits and other planning strategies for your SMSF clients.

TBAR Reporting How It Works and the War Stories

Small Business Restructuring Conference

Things move fast in the business world. A growing business can quickly outgrow its business structure, and the resulting restructuring process can quickly become quite complex. Gain the insights necessary to advise your clients when they’re considering a business restructure so that their business can achieve its current and future goals without falling prey to the many traps that can sink a business.

SMSF Day 2019

Issues covered include: regulatory updates, owning property in an SMSF, non property investments, NALI, income rules, unrelated parties, retirement vehicles, pre and post relationships, strategic estate planning

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

Property Taxation and Advisory Conference 2019 - Recorded in October 2019, NSW

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

Property Taxation and Advisory Conference 2019 - Recorded in October 2019

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

Small Business Structuring and Restructuring Conference

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

Small Business Structuring and Restructuring Conference

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

Family Business Advisory Conference

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

Family Business Advisory Conference 2018

Family businesses come in all different shapes and sizes and account for 70% of all businesses in Australia, but no matter the size they’ll all expect the same thing from you: guidance on the best strategies to help them structure, manage, grow and potentially pass on their business. And to top it off they’ll also expect the latest tax strategies.

5th Annual SMSF Conference 2018

Don’t miss this opportunity to raise the (T)bar on the SMSF strategies you can implement in your practice while we rollover the latest SMSF information directly to you and transfer the balance of updates you need to have on your radar. Experts working at the coalface of SMSF practice will deliver a unique, in-depth, and practical contribution workshop along with step by step guidance

Victorian State Taxes Conference 2018

We’ve assembled the key state tax updates and strategies you’ll need to keep your clients happy all in one day. Delivered by the SRO, legal and accounting leaders who have their finger directly on the pulse of everything you need to know about state taxes, this unique conference offers a one-stop-shop for all the information and tactics your clients will demand from you.

Tax Intensive for SME Advisers

SMEs simply can’t afford to utilise ineffective tax strategies or fall into tax traps, and quite frankly, neither can you. Your clients will expect you to provide the latest tax strategies to help them strengthen and grow their business. Gain timely insights from those working closely with SMEs every single day as they share their tips on the most critical issues impacting SMEs, including the ramifications of the 2018/19 Federal budget.

TBAR, Rollovers and the Transfer Balance Scheme

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

Family Business Advisory Conference

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

Family Business Advisory Conference

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

Trust Vesting

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

Division 7A in the Changing Landscape

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

Conversations About Capacity: How to Start Them and Why They are Important

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

Auditing Risks: A Practical Guide

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

Tax Disputes and the Commissioner’s Recovery Powers

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

Discretionary Trusts and the Family Court

Issues covered include: discretionary trusts, Family Court, Family Law Act, adult childs, parents, trust assets, outlaws

Family Business Advisory Conference

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

Family Business Advisory Conference - Recorded in November 2019, NSW

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

Exercising Power of Attorney: What Accountants and Financial Planners Need to Know

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

SMSF Trustee Death Benefit Decisions

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

The Gerry Harvey Tax: Helping Foreign Businesses Navigate The New Australian GST Landscape

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

Structuring for Asset Protection

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

Deceased Estates Administration Update

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.

Who is an Australian Tax Resident?

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

Tax Implications for Estate Structures

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

Family Trusts

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

ATO Audits on SMEs

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

SMSFs and Property Investment

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

LRBAs in SMSFs Latest Developments

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

Foreign Hybrid Mismatch Rules

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

Trusts: Hot Spots for 2020

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

Best Interest Duty and Getting SMSF Advice Right

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