Tax Return Guides 2023
That's why we need to take care and keep our knowledge up to date when filing our client's returns; what works for one might not be applicable to another.
But as a practising accountant, isn't it especially handy when there are detailed instructions that you can follow on how to complete the work you need to do?
Lucky for you, our 2023 Tax Return Guides are now available!
With over 1700+ pages of content to peruse in total over the 6 guides, ensure you're prepared for the 2023 tax return season with these user-friendly tools for practicing accountants.
Individual Income Tax Return Guide 2023 (448 pages)
Trust Tax Return Guide 2023 (282 pages)
Superannuation Fund Annual Return Instructions (221 pages)
Partnership Tax Return Guide 2023 (196 pages)
Company Tax Return Guide 2023 (318 pages)
Capital Gains Tax Manual 2023 (327 pages)
BONUS! Small Business Concessions Manual 2022 (143 Pages)
Want to find out more? Click on the button below to order yours today...
Live Events For 2024
Live Training - Presented by Industry Experts
Tax Training Day
April, July & November 2024 (Up to 21 Hours of CPD)
Tax Training Day is one of our signature events that help accountants sharpen their professional skills and learn the most up to date knowledge from the leaders in the industry.
All held at Mercure Sydney (Next to Central Station)
- Residency by Peter Johnson (1 hour)
- Tax Planning by Jo-anne Hotston (3 hours)
- Quarterly Tax Update (3 hours)
Our presenters are industry thought leaders, they not only possess experienced technical knowledge but be able to deliver engaging presentations that make your tax training day interesting and interactive. You will want to come back again each time.
Live Training - Presented by Expert Presenters
CPD In Paradise 2024
4 & 5 July 2024 (14 Hours of CPD)
4 & 5 July 2024 (Thursday & Friday)
14 Hours of CPD
Dates & Locations: (9am - 5.30pm)
Not only do you have the opportunity to mingle, network and enjoy the company of other like-minded accountants during our 2-day event, we also have a few extras to enjoy including our 2 hour welcome drinks* and 3-course dinner.
You'll also receive 14 CPD hours from CPD in Paradise (7 hours per day).
So make sure to book your seat now while our early bird special is still on (ends on the 31st December).
Upcoming Online Webinars/
Masterclasses In 2023 and 2024
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:
1:00PM Thursday, 29 February (AEDT)
We'll be covering the key legislative changes that may have been introduced within the tax industry from February through to November, 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
Value-Add Workpapers Webinar
Friday 13 October 2023 (1 Hour of CPD)
This webinar aims to help you navigate the Base Rate Entity rules for tax and franking and understand and apply them to common scenarios.
Friday 08 December 2023, 12PM (AEDT)
This webinar will cover:
- What are the Base Rate Entity Rules?
- Which companies can access the lower tax rate?
- What is Base Rate Entity Passive Income?
- Worked Examples of the treatment and classification of income for the calculation of Base Rate Entity Passive Income
- Overview of franking accounts and their use
- Tips and tricks for managing your franking account
- Calculation of the company tax rate for imputation purposes
- Worked Examples of the calculation of the company tax rate for imputation purposes
- Considerations and impacts on clients of the dual corporate tax rate
Find out more information about this package by clicking on the button below.
Online Masterclass - Presented by Peter Johnson
Superannuation Death Benefits Masterclass
8th & 15th February 2024 (3 Hours of CPD)
Advising on superannuation death benefits is about two things. Making sure the death benefit goes where the client wants it to go and then with the minimum of taxes.
In this masterclass Peter will talk about the legal side of death benefits and then move on to taxation and strategies. It is not just for SMSF advisers but for anyone who is accumulating wealth in superannuation and intends to leave an estate to their children.
12:30 PM Thursday, 8 February 2024 (AEDT)
12:30 PM Thursday, 15 February 2024 (AEDT)
In this three hour masterclass we will look at:
- The legal side of death benefits (who to, when and how must they be paid)
- Death Benefit Nominations
- Life Insurances
- Taxation of Death Benefits
- The impact of Death on Transfer Balance Accounts (including death benefit pensions)
- Relevant Court Cases
Strategies and Case Studies
- And more...
Find out more information about this masterclass by clicking on the button below.
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.