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Training for practising accountants & financial advisers.

Upcoming Online Training

Tax Fundamentals Webinar Package 2021

(Up to 6 hours of CPD)

Webinars are a great way to receive your training without having to take much time off work to attend.

In 2021, we are offering six exclusive webinars covering the fundamentals of Client Structures, Tax Returns, and Value-Add Workpapers, that we know will help you to excel as a practising accountant.

You can receive comprehensive training on:

  • Understanding Client Structures Webinar (August 2021 - Instant access to the recording)
  • Advising Clients On Structure Webinar (September 2021)
  • Partnership Tax Returns – Getting it Right Webinar (October 2021)
  • Company Tax Returns – Getting it Right Webinar (October 2021)
  • Completing A Tax Return - Trusts Webinar (November (2021)
  • Value-add Workpapers Webinar (December 2021)

You can join in on the session from wherever you are, whether you're at home or in the office.

You can choose to register your spot to individual webinars or to purchase our bundle package.

Plus, get up to 6 hours of CPD. For more information, click the button below.

Individual Tax Return Preparation Guides 

Individual Tax Returns 2021 Guide (Bundle Package)

350+ Pages Of Instructions

Our BRAND NEW product, the Individual Tax Returns Guide 2021 (Bundle) (valued at $199) is filled to the brim with the information that you need to ensure you remain compliant and get the job done during this tax season.

Two manuals, filled with comprehensive and detailed information pertaining to I Returns (from deductions to tax rates to thresholds and more) and the Federal Budget's changes to the taxation industry, designed specifically for practising accountants like you.

All the information you need to know for I Returns, within arm’s reach. How handy is that?

This affordable bundle is available in either PDF format or as both PDF and a printed (double-sided) binder.

Upcoming Online Training

Upcoming Tax Webinar in September

September Tax Update Webinar - By Peter Adams

(1 Hour of CPD)

  • 1PM, Thursday, 30 September 2021 (AEST)

This webinar will go through all the major legislative changes within the tax industry that have been introduced within the past month.

It will run for 1-hour and be presented by Senior Tax Counsel, Peter Adams. There will be a section at the end of each webinar dedicated for Q&A's. You can ask any questions you may have regarding the topic at hand.

Plus, get 1 hour of CPD.  

Upcoming Webinar in October

Partnership Tax Returns - Getting It Right Webinar - By Allyson Pannier

(1 Hour of CPD)

Session Date: 12 PM, Wednesday, 13 October 2021 (AEDT)

The tax return for a partnership includes certain disclosures and items that are specific to this structure. Additionally, certain income and deductions are treated differently in a Partnership than in other entities.

Presented by Senior Accountant, Allyson Pannier, this webinar will look at best practice in completing partnership tax returns and disclosures and assist accountants and practitioners to complete returns efficiently and correctly.

This webinar will also look at:

  • 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
  • Distributions that differ from the partnership agreement
  • And much, much more...

  • Plus, get 1 hour of CPD 

Upcoming Webinar in October

Company Tax Returns - Getting It Right Webinar - By Allyson Pannier

(1 Hour of CPD)

Session Date: 12 PM, Friday, 29 October 2021 (AEDT)

Companies are a common and generally simple structure for clients to operate from.

However, changes that have occurred in recent years have made the use of the company tax return structure more complex, and the completion of the tax returns more detailed.

This webinar will act as a refresher for accountants and practitioners in completing company tax returns as well as cover the new section of the tax return in the 2021 year.

This webinar will also look at:

  • Corporate residency
  • Base Rate Entity Rules
  • Disclosure of capital gains
  • Eligibility for use of losses
  • Tax Loss Carry Back Offset (new in the 2021 tax return)
  • Division 7a loans
  • Payment of dividends
  • Franking account balance and franking rates
  • And much, much more...

Plus, get 1 hour of CPD 

Upcoming Tax Masterclass in November 

BAS Advanced - Disclosure & Compliance Masterclass - By Peter Adams

(3 Hours of CPD)

  • Session 1: Thursday, 1pm , 4 November 2021 (Sydney Time, AEDT)
  • Session 2: Thursday, 1pm , 11 November 2021 (Sydney Time, AEDT)
  • Session 3: Thursday, 1pm , 18 November 2021 (Sydney Time, AEDT)

This advanced masterclass will provide you with the latest updates in BAS reporting and GST, and increase your competence in preparing BAS documentation to enable you to provide an advanced level of service to your clients. 

This informative masterclass will include the following topics:

  • A refresher on GST fundamentals, including supplies and acquisitions and accounting for GST (cash or accruals method)
  • Timing rules for paying GST and claiming GST credits
  • When the usual timing rules don’t apply, including:
    • Progressive and periodic supplies
    • Deposits and part payments
    • Lay-by sales
    • Issue and redemption of vouchers
  • Margin scheme
  • GST adjustments
  • Correcting GST mistakes
  • Importing and exporting goods and services

Plus, get 3 hours of CPD.

Upcoming Webinar in November 

Completing a Tax Return: Trusts Webinar - By Allyson Pannier

(1 Hour of CPD)

Session Date: 12 PM, Friday, 12 November 2021 (AEDT)

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.

This webinar will also look at:

  • 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
  • And much, much more..

Plus, get 1 hour of CPD 

Upcoming Webinar in December 

Value Add Workpapers Webinar - By Allyson Pannier

(1 Hour of CPD)

Session Date: 12 PM, Friday, 10 December 2021 (AEDT)

Many accountants (especially graduates) consider the preparation of workpapers to be overly onerous, too manual and needlessly time consuming. 

Workpapers are a vital part of what we do and how we do it. But that doesn’t mean that they should be blindly recreated every year without thinking about:

This webinar is all about efficiently producing workpapers that are effective and add value to the process.

This webinar will cover:

  • What are workpapers?
  • Why workpapers are required
  • The key elements needed on EVERY workpaper
  • When workpapers are required and why
  • Types of workpapers
  • What is referencing and why it matters
  • Examples of value add workpapers
  • The importance of self-review
  • And much, much more..

Plus, get 1 hour of CPD 

Upcoming In-Person Training

Tax Training Days in 2021
Live in the Sydney CBD (14 Hours of CPD)

We have 1 remaining event for Tax Training Day this year:

  • 15 October 2021, Friday

We have secured industry leading presenters covering a range of topics that we believe are essential for practising accountants. 

Live Webinar Recordings

Get Instant Access Now

Missed out on any of our previous webinars but still want access to the recording? Get instant access to our webinar recordings as well as the Q&A's section that was conducted during the live session. All our webinar recordings are uploaded to our training portal. You will receive log-in details to access the webinar recording.