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Training for practising accountants & financial advisers.

Live Events 2022

Live Training - Presented by Peter Adams

Individual Tax Return Preparation Day

Tuesday, 28th June (7 Hours of CPD)




  

This informative live workshop will guide you through all the key elements and aspects of Australian taxation law related to the preparation of 2022 income tax returns for individuals.

With over 25 years of experience under his belt, presenter Senior Tax Counsel Peter Adams will provide you with a comprehensive and up-to-date understanding of individual tax return preparation and lodgement services so that you can provide your clients with the best service.

πŸ“…  9:00am - 5:00pm Tuesday, 28 June 2022

πŸ“Rydges Hotel, World Square (Sydney CBD)

πŸ“š 7 Hours of CPD 

(morning/afternoon tea and lunch are included)

You'll develop technical skills and a more thorough understanding of effectively managing 2022 Individual Tax Return Disclosure to serve your clients better.

πŸ€΅β€β™‚οΈπŸ€΅β€β™€οΈWho is this for?

Any practising accountants or registered tax agents who assist clients with I return.

🎁 Bonus (value at $199)

You will also receive a bonus - Individual income tax return instructions 2022 when it becomes available.

Plus, you'll receive 7 CPD hours from this interactive live training event, presented by an industry expert.

Interested? Find out more about this event, or how to purchase a ticket, by clicking the button below.



Live Training - Presented by Peter Adams

Company & Trust Tax Return Preparation Day

Tuesday, 30th August (7 Hours of CPD)





This full-day, practical seminar will give you a comprehensive understanding of the company and trust taxation frameworks and the 2022 company and trust return disclosure requirements, including legislative changes and recent developments to be cognisant of and, will tease out some key tips and strategies relevant to the same.

πŸ“…  9:00am - 5:00pm Tuesday, 30 August 2022

πŸ“Rydges Hotel, World Square (Sydney CBD)

πŸ“š 7 Hours of CPD

(morning/afternoon tea and lunch are included)


It will provide comprehensive coverage on:

βœ”οΈ Public and private company distinction and tax implications relevant thereto

βœ”οΈ Testing parameters and effects for companies to qualify as base rate entities for 2022

βœ”οΈ Scope and effect of the CGT regime as it applies to companies including effective utilisation of SBE CGT concessions

βœ”οΈ Tax compliance obligations and disclosure requirements relevant to company distributions

βœ”οΈ Effective reporting and use of company carry-forward and carry-back losses

βœ”οΈ Tax consolidation requirements and strategies

βœ”οΈ Formality and disclosure requirements for companies to access R&D offset entitlements

βœ”οΈ The scope and effect of the trust taxation framework

βœ”οΈ The core requirements for the establishment of a family trust, including making a family trust election and interposed entity election, if required

βœ”οΈ  The key taxation advantages and disadvantages of a family trust, including the scope and impact of family trust distributions tax

βœ”οΈ Tips, traps and strategies relevant 2022 company tax return disclosure & 2022 trusts tax 

Interested? Find out more about this event, or how to purchase a ticket, by clicking the button below.


Live Training - Presented by Industry Experts

CPD In Paradise 2022

29th & 30th September (14 Hours of CPD)


  

A working holiday that combines CPD training, the warm tropics, and expert-lead presentations on an array of topics. Sounds pretty good, right? 

CPD development and training may not always correlate with relaxation and enjoyment, but our CPD In Paradise this year will prove it's possible for them to be linked. 

Combining high-quality CPD training with a holiday destination, learn from industry experts amidst the warm tropical location and update your technical knowledge on a range of topics relevant to practising accountants.

πŸ“… Thursday 29th & Friday 30th September 2022 

πŸ“Shangri-la Hotel, Cairns (Queensland)

Make a working holiday out of it - our family-friendly timeframe (during school holidays + before the long weekend) means that you can bring the family along to enjoy the multitude of activities available for you to see and do.

Join our director - Peter Johnson, Jo-anne Hotston and other industry expert presenters in the warm tropical north of Cairns at Shangri-La Hotel. We’ll be discussing topics from superannuation, taxation, practice management and more. Don’t miss out on our acclaimed annual event, book your seat now (spots limited).

You’ll also get 14 hours of CPD in total (7 hours/day). 

PLUS, we have an optional Sunset Cruise that you can enjoy along with the family. Take the chance to mingle with delegates, enjoy the ocean views and step away from the harsh reality of life….

Interested?



Live Training - Presented by Jo-anne Hotston & Peter Johnson

Tax Training Days 2022

15th July & 21st October (Up to 14 Hours of CPD)


 

Tired of doing online learning or prefer to do face to face training? We’ve got you covered.


Join expert presenters Jo-anne Hotston and our founder, Peter Johnson, for informative sessions designed to educate and engage you during our Tax Training Days in 2022.

Our next live event is coming up in Sydney CBD. Learn from industry leading trainers in Tax and SMSF and gain up to 14 hours of CPD, as they cover topics essential for practising accountants.


Join us for our Second event in July 2022, and update your technical knowledge through training on topics such as:

  • Ethics (Introduction to Accountants) (By Peter Johnson) - 1 hour
  • Main Residence Exemption Workshop (By Jo-anne Hotston) - 3 Hours)
  • Quarterly Tax Update (By Jo-anne Hotston) - 3 hours)


Get up to 14 hours of CPD from our informative Tax Training Days (July & October), or 7 hours only from July's event.

πŸ“… Friday, 15th July 2022

πŸ“… Friday, 21st October 2022


Book your seat to industry expert presentations by clicking the button below.


Upcoming SMSF Webinars/Masterclasses In 2022

6 Webinars/Masterclasses in 2022 - Presented by Peter Adams

June-December 2022 (29 Hours of CPD with the Bundle)

Are you looking for an easier way to complete CPD on important SMSF topics? Want to broaden your technical expertise and hone your arsenal for accounting without having to leave the office?

Join us for our 2022 SMSF Webinars/Masterclasses series (19 hours of CPD), and expand your technical expertise as I discuss 6 important topics essential for you as a practising accountant.


Topics this year include:

  • Contributions & Contributions Strategies Masterclass (June 2022)
  • Property & SMSFs Masterclass (July-August 2022)
  • Pensions & Pension Strategies Masterclass (September 2022)
  • Superannuation Death Benefits Masterclass (October 2022)
  • Bi-annual SMSF Update Webinar (November 2022)
  • Getting Your Trust Documents Right Webinar (December 2022)


Plus they're 100% online, live and presented by our founder - Peter Johnson (with years of technical superannuation & SMSF-related knowledge at my disposal). 

Our online webinars don't have a dress code, nor do they mean that you have to sacrifice valuable billable hours to travel.

Upcoming Online Webinars/
Masterclasses In 2022

Online Masterclass - Presented by Peter Adams

 Family Trusts & Trust Distributions

6th,13th, 20th May 2022 (3 Hours of CPD)

Trusts are a commonly recommended investment and business structure for clients.

However, the taxation regime governing trusts and trust distributions are fraught with complexity and uncertainty for our clients, particularly if they are gotten wrong.

The ATO’s recently released rulings signal a new and more aggressive approach to the distribution of income out of trusts (Draft Taxation Ruling TR2022/D1). This could complicate existing trusts for our clients, if not understood.

Our May Tax Masterclass, Family Trusts & Trust Distributions by Senior Tax Counsel Peter Adams has been designed to update your technical knowledge on trusts and trust distributions to keep your clients compliant in this tricky area.

Session Dates (AEST)

πŸ“… Session 1: Recording Available    

πŸ“… Session 2: Thursday, 1 pm, 13 May 2022  

πŸ“… Session 3: Thursday, 1 pm, 20 May 2022  


This masterclass provides comprehensive coverage of the core requirements for the effective and compliant establishment and operation of trusts and trust distributions.


Online Webinars - Presented by Peter Adams

Monthly Tax Update Webinar

February to November 2022 (1 Hour of CPD)

 

With a dynamic and ever-changing field, accountants need to be sure that their knowledge is up to date and ready to act.

On a regular basis, the ATO introduces new changes to the taxation industry in the form of rulings, legislation and court cases that can affect how you deal with issues for your clients.

Don't miss out on critical updates by joining us for our Monthly Tax Update Webinars. Every month, Senior Tax Counsel Peter Adams presents a 1-hour 100% live session via an online webinar.

Next Tax Update Webinar:

πŸ“…1PM Friday, 27 May 2022 (AEST)

We'll be covering the key legislative changes that may have been introduced within the tax industry from March through to April, to ensure that your technical knowledge is current with this online webinar.


Find out more information about this package by clicking on the button below


Online Webinar - Presented by Allyson Pannier

Year End Tax Planning

26th May 2022 (1 Hour of CPD)

As a practising accountant, it’s important that you can provide your business clients with facts, information, and guidance on how to navigate through the post-COVID economy in 2022.

Through this 100% online and live 1-hour webinar session, you will understand the key issues for the 2022 tax planning season and be provided with practical insights to develop an efficient and engaging process for your clients.

πŸ“… 12PM, Thursday, 26 May 2022 (AEST)

You'll deepen your technical knowledge by ensuring that you're giving suitable guidance to your clients this tax planning season and filled with correct and current information.

Attendees of this webinar will also receive a 2022 tax planning checklist that they can use to ensure that they're serving their clients to the best of their abilities.

Plus 1 hour of CPD!

Recording of the webinar & presentation slides will also be made available to you. If you miss the live session, you can catch up on this training in the office or at home.


Online Masterclass - Presented by Peter Adams

 Income Tax Returns for Individuals

9th,16th, 23rd June 2022 (3 Hours of CPD)

As a practising accountant, you would be aware that we need to have completed specific training regarding individual income tax returns every June to prepare and be aware of the ever-changing disclosure and compliance requirements for individuals.

Our June Tax Masterclass is all about Individual Income Tax Returns for Individuals 2022 - Disclosure & Compliance. You'll learn all about the current income tax return disclosure and compliance requirements for individuals, in preparation for the 2022 tax return season.

This masterclass has been designed to guide you through the key elements and aspects of Australian taxation, to further your learning and update your technical knowledge.

Presented by Senior Tax Counsel Peter Adams, it's a 100% online, live and interactive webinar designed to make sure you meet your required training.

Session Dates (AEST)

πŸ“… Session 1: Thursday, 1pm, 9 June 2022    

πŸ“… Session 2: Thursday, 1pm, 16 June 2022  

πŸ“… Session 3: Thursday, 1pm, 23 June 2022  


This masterclass provides comprehensive coverage of the core requirements for the effective and compliant establishment and operation of trusts and trust distributions.


Online Masterclass - Presented by Peter Adams

 Real Property & Taxes

7th,14th, 21st July 2022 (3 Hours of CPD)

This masterclass focuses on property-related activities undertaken in Australia and addresses the fundamental concessions, planning, income tax, capital gains tax and GST consequences of such investments.

The topics covered in this masterclass will include:

  • Income tax risks and opportunities relevant to property investment, including specific allowable deductions relevant to property investment
  • CGT aspects of property investment, including coverage of relevant exemptions and concessions, including the application of the CGT withholding regime and potential use of the small business CGT concessions
  • GST implications for real property investment, including the GST classification of real property transactions, application of the margin scheme, GST-free going concern concession and the new GST withholding measures.


Session Dates (AEST)

πŸ“… Session 1: Thursday, 1pm, 7 July 2022    

πŸ“… Session 2: Thursday, 1pm, 14 July 2022  

πŸ“… Session 3: Thursday, 1pm, 21 July 2022  


This masterclass is particularly relevant to any accountant who wants a comprehensive understanding of property-related activities undertaken in Australia.

Live Webinar Recordings

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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.