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Exclusive Online Webinar for Practising Accountants

→ Session Time: 12PM, Friday, 12 November 2021 (AEDT)

Completing a Tax Return: Trusts Webinar

Trusts are a common structure used by many clients. But they have a number of specific items and disclosures in the tax return that need to be completed correctly.
This webinar will look at efficiently and correctly completing a trust tax return focusing on the disclosures and items specific to trusts.

Join Our Live Webinar

with Allyson Pannier

Limited time only

Get 1 Hour of CPD

Completing a Tax Return: Trusts Webinar

How much?

One Time Payment $159or 

Same firm (up to 6 people) $479

This is one payment only, and you will receive: - A certificate for 1 hour of CPD  - Digital recording & presentation slides of the live session if you cannot attend live 

When?

12PM, Friday, 12 November 2021

 Sydney Time/AEDT

This is live session and delivered via webinar, you can join us from anywhere.

Who Is This For

Practising Accountants

This webinar is great for early career professionals including undergraduates, graduates, and junior accountants, as well as mid-level and experienced accountants wanting a refresh and revision of the trust tax return requirements and what’s new in 2021.

Here's what you get from this webinar

1 Hour of Training and a CPD certificate.

Specifically we will cover:

Where to and How to correctly report capital gains in a trust return

Disclosures for claiming of prior year losses and eligibility rules

Disclosures required for Unpaid Present Entitlement to private companies

What is meant by Income of the Trust Estate?

Distributions to Beneficiaries

- Unallocated income and tax payable by the trustee

Live technical responses to any questions that you may have during the Q&A session.

Engaging 1-hour webinar intensive - Ask questions & interact with the presenter Allyson Pannier.

- Calculation of distributions under the quantum and proportionate methods

- Distribution minutes and resolutions

Partnership Tax Returns - Getting It Right Webinar+Company Tax Returns - Getting It Right Webinar+Completing A Tax Return - Trusts Webinar

Bundle Offer →

Tax Returns Bundle
(3 hours of CPD)

In addition to the Completing A Tax Return - Trusts  webinar, Allyson will also be covering two other topics beforehand in October: 
Partnership Tax Returns: Getting it Right (12 PM, Wednesday, 13 October 2021 AEDT) - 1 hour of CPD Company Tax Returns - Getting it Right (12 PM, Friday, 29 October 2021 (AEDT) - 1 hour of CPD 

Both webinars are related & build upon one another. Therefore, we are offering you a bundle package containing all three for just $449 (Save $28). 


What will be covered in October's Partnership Tax Returns: Getting it Right Webinar?- How to deal with changes to the partnership status in a tax return- Identifying where superannuation deductions should be reported- How to report capital gains in a partnership tax return - What tax deductions - including blackhole expenses - to disclose, and where to do so- Various methods of entering distributions- And much more...
 What will be covered in October's Company Tax Returns : Getting It Right Webinar?- Corporate residency - Base rate entity rules- How to correctly report capital gains for a company tax return- Eligibility for use of losses- Division 7A loans - And much more...

How We Issue Our CPD Certificates

As of 1st of July 2021

Recently, the professional bodies have changed their Continuing Professional Development requirements (CAANZ CR7 and IPA Pronouncement 7).
Both CAANZ and the IPA are now requiring that you have "verifiable" CPD for at least 90 hours in a triennium.
If you watch a recording then this may not be considered formal training. Because of this we are now issuing different CPD certificates to ensure that those that attend live training can guarantee that this is verifiable CPD.


How do we issue our CPD certificates? ➜ Whilst you will still get the full hours on the certificate we will divide those hours into hours attended and hours watched online➜We have systems in place to allow us to monitor who attends and who actually views our online content and we need to show the professional bodies that we are ensuring that our subscribers are actually completing the training.
What counts as 'formal' and 'informal' training? If you attend a live webinar you will receive a certificate to say you attended (verified). Otherwise, you will receive a certificate to say you watched the recording. ➜ Whilst we would advise that you keep the slides etc we cannot guarantee that CAANZ or the IPA will consider watching a recording as being verified hours
But wait... You can gain 'verified' hours for pre-recorded sessions, you will just need to complete a short quiz at the end of the session within 14 days and if you pass then you will get the full hour as verified training. ➜ Within 14 days, if you opt-out of the test it will simply be an hour of training. This time frame will give you sufficient time to do your online training as well as give us a deadline to issue you a CPD certificate based on whether the quiz has been completed or not.
There is also now a push to mandate different types of training
IPA➜ The IPA has a totally new requirement from 1 July 2021 and this will require their members to complete 20 hours of Professional & Ethical Standards and another 20 hours of Management and Professional Skills. ➜ Don't worry, we will be offering alternate CPD pathways where you can choose to do 20 hours of the alternate topics along with 20 hours of tax training in a given year so you can gain your 120 hours. (Read about IPA changes here)
CA➜CAANZ now require you to complete 2 hours of ethics as part of your 120 hours over a triennium. We will provide one hour of ethics each year as part of our CPD program. To read more information about the CPD requirement changes from Chartered Accountants website, click here➜ To download Chartered Accountants' PDF/flyers containing the Key Changes To CPD Requirements, CR7 Continuing Professional Development and a FAQ, click here.

Reserve Your Spot To Our Webinar

Register for our Partnership Tax Returns Webinar by selecting the button below.
Session date (Based on Sydney Time/AEDT)12 PM, Friday, 12 November 2021
You will receive live access to the webinar session, as well as digital recordings and slides if you cannot attend live

Firm Purchase (Save $475)

(Register Up To 6 Colleagues)

$479/Firm

Up to 6 colleagus

Must be from the same firm

1 Hour of CPD + Certificates for each registrant

Recording + Slides are included

Live Q&A Session

Bundle Offer3 Webinars, 3 Hours of CPD

Bundle Package

Only $449 (Save $28)

One-time payment

Partnership Tax Returns - Getting It Right12 PM, Wednesday, 13 October 2021 (AEDT)+Company Tax Returns – Getting It Right12PM, Friday, 29 October 2021 (AEDT) +Completing A Tax Return - Trusts12PM, Friday, 12 November 2021 (AEDT)

Presented by Allyson Pannier

Live Q&A Session + Recording + Slides

Individual Purchase

Only $159

One-time payment of $159

1 Hour of CPD

Recording + Slides

Live Q&A Session

Exclusive Webinar Bundle Package

Get Access To All Our Tax Fundamentals Webinars in 2021

Bundle Package

Only $897 (Save $57)

Get 6 Hours of CPD

Presented by Senior Accountant, Allyson Pannier

Recordings of each live webinar will be available after the session

About Your Webinar Presenter

Learn with Allyson Pannier

• Over 20 years of experience Provides online training to boost efficiency and drive resultsHelps others deliver better, more advisory based services to clients

With over 20 years’ experience in business advisory and a passion for training and practice process improvement, Allyson has started up her own advisory service to help accounting practices progress and grow using the methods that she has developed throughout her career.

Allyson PannierSenior Accountant

Get a better understanding of how to navigate Trust Tax Returns and Schedules, and ways to complete returns for your clients more efficiently.

What Clients Have Said About Advisers Digest

"In late February 2018, Peter and I discussed one of my clients and a possible Estate Planning Exercise for them. 

I presented a proposal to the client recently and today they have agreed to the proposal. We're going to look at their super as well (Mum and Dad are close to the $1.6m caps) and combined with the Estate Planning exercise, they're just signed off on a $26K + GST contract. 

The past 18 months have been a lot of "head down tail up" in this transition to my new business life. It is only with Peter's input that Tuesday afternoon that it dawned on me what we should be doing for this client. I wanted to thank them sincerely for being in the sounding board that afternoon and raising with me this idea. 

I appreciate it immensely. "

Dean Robinson, 

www.deanrobinson.com.au

"I couldn't speak more highly of the experience I have had with Peter to date... 

  • Excellent technical support as access to the owner of the business
  • Fantastic turnaround time
  • Managed to get me an SOA for a new set-up including LRBA in anticipation of an Auction within a couple of days
  • Great process of initial SOA's for existing SMSF's and then ROA thereafter
  • Training provided is very practical

I am very happy to recommend this service. "


David Cooke,

Accumen Accountants and Business Advisors

Frequently Asked Questions

Q: Is this webinar simply for viewing or will I be able to interact and ask questions?

Q: Will this webinar be relevant to me as an accountant?

 Absolutely! This webinar is for early career professionals including undergraduates, graduates, and junior accountants, as well as mid-level and experienced accountants wanting a refresh and revision of the trust tax return requirements and what’s new in 2021.  

Each session will be structured as 50 minutes of explanation followed by 10 minutes of Q&A. You can have any questions/queries addressed during this time. 

Q: Do you have money back guarantee?

Q: What if I can't make it live to the webinar session?

Yes, if you attended the webinar and didn't find it useful, please email us info@advisersdigest.com.au on the same day before 5pm on the day of the first session. We will refund you within 3 working days. That means, no CPD certificate will be issued to you. There will be no recording sent to you after the session. 

This webinar is essential for practising accountants. We will record the session, that means you will be provided with a digital recording of the live webinar after the session finishes.

Q: Will I receive a certificate to document my CPD training?

Yes, we will issue a certificate providing you with 1 hour of CPD. You will receive the certificate based on whether you attend a live webinar (attendance certificate) or watch the replay (replay watching certificate). If you cannot attend the live webinar and wish to obtain a formal certificate (applicable for CA & IPA members), you will need to complete a quiz in the training portal within 14 days from the time the recording becomes available. This will allow us to issue a formal CPD certificate.

Q: Will there be a replay I can watch later?

Yes, we will send you a recording to all attendees with a personalised login. This will be available within 48-72 hours after the session. The recordings will be available to watch for 90 days.

Get a better understanding of how to navigate Trust Tax Returns and Schedules, and ways to complete returns for your clients more efficiently.

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