Accounting

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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

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

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: Trusts, distributions, residency, unforeseen tax nightmares, families and death, foreign discretionary trusts, resident trusts with foreign assets, business structures and trusts, tax threats, Division 7A, small business CGT concessions

Issues covered include: Death and taxes, strategic structuring, estates and family law, inheriting from foreign estates, dealing with ageing clients, the death of an SMSF member

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: superannuation audit, what ATO looking for in audit of super, tax effective pensions, TBAR, practical tips TBAR, SMSF and property investment, investing in property in SMSF, super contributions, sole purpose test, ATO sole purpose test, superannuation strategies, common problems with SMSF, family breakdown and SMSF, SMSF compliance, family law payments to SMSF

Clients are now seeking more complex advice on trusts, from overseas beneficiaries to streaming capital gains to tax nightmares, and you need to design a much smarter strategy to meet their needs. You should be constantly reviewing your client’s existing trust structure to determine whether it still fulfils their demands, or whether changing circumstances or tax legislation has created a better structuring option. Walk away with a comprehensive guide to solve all these problems after this full day Summit

By investigating the latest estate planning issues, this full day program is particularly designed for you to grasp the essential skills you need to assist your clients with all complex scenarios. Master the key CGT implications of a deceased estate, understand the complex relationship between family law and estate planning, obtain the expert guide to cross border estate planning and learn how to deal with the death of an SMSF member.

Issues covered include: Australia's immigration policy, Corporate tax residency, Foreign investors, Shareholder disputes, tax residency rules, overseas assets and income, juristdictional settlement

Issues covered include: business structures, legal and commercial considerations, capital raising, franchising, business succession, maximising business value, business restructures.

Issues covered include: audits, contributions, small business CGT Concessions for super, property development in SMSF, incapacity, unexpected circumstances.

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.

Clients are now seeking more complex advice on trusts and estate planning – from unexpected family circumstances, to changing business needs to new tax legislation. Keep updated at this year’s Trusts Essentials and Estate Planning Conference, to provide your clients with advanced and customised tax solutions for their trusts and estate planning structures, to better protect their assets in life and after death.

Issues covered include: pension strategies, superannuation contributions, estate planning and superannuation, and SMSFs and unexpected circumstances.

Issues covered include: Australia's immigration policy, Corporate tax residency, Foreign investors, Shareholder disputes, tax residency rules, overseas assets and income, juristdictional settlement

Issues covered include: superannuation audit update, investment diversification, Valuations of unlisted shares/units, non-arms length income provisions, property investment in superannuation, property investment vs unit trusts, using LRB, tax effective pension, TBAR timing issues, death benefits, maximise contributions, sole purpose test, Reversionary v non-reversionary pensions, rolling death benefits, death benefit nominations, SMSF compliance

Issues covered include: Queensland State Taxes, Discretionary Trusts, restructuring family trusts, Section 100A Reimbursement Agreements, changes to Division 7A, unforeseen tax nightmares, asset protection.

Trusts and Estate Planning is becoming more complex with legislative amendments including changes to Div. 7A rules, 100A reimbursement agreements and small business CGT concessions. In addition, clients’ unexpected family circumstances and business needs are increasing in a complex social and business world. You will walk away from this updated with all proposed changes and the ability to provide your clients with practical tips and traps.

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

Issues covered include: SME restructures, small business CGT concessions, small business rollover restructure, transferring employees, leases and intellectual property, Duty exemptions and concessions for business restructures

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.

Issues covered include: SMSF considerations, real estate, deceased estates

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: Ethics of a financial advisor, building trust with your client, ethical culture, ethical leadership, uncousious bias in decision making, what is meant by best interest?, informed consent, FASEA Code of Ethics, accountant unprofessional conduct, professional misconduct in the context of billing, IESBA Code of Ethics, Disciplinary action against financial planners, disciplinary action against accountants, recent complaints, common complaints against financial planners, common compliant

Issues covered include: execution of client's will, preparation, testamentary trust, family business

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

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: client focus, client ranks, good clients, client database