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Training for practising accountants & financial advisers.

Live Events 2022

Live Training - Presented by Peter Adams

Company & Trust Tax Return Preparation Day

Monday, 19th September (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.


📅  9:00am - 5:00pm Monday, 19 September 2022

📍Rydges Hotel, World Square (Sydney CBD)

📚 7 Hours of CPD

(morning/afternoon tea and lunch are included)


It will provide comprehensive coverage on:

✔️ Public and private company distinction and tax implications relevant thereto

✔️ Testing parameters and effects for companies to qualify as base rate entities for 2022

✔️ Scope and effect of the CGT regime as it applies to companies including effective utilisation of SBE CGT concessions

✔️ Tax compliance obligations and disclosure requirements relevant to company distributions

✔️ Effective reporting and use of company carry-forward and carry-back losses

✔️ Tax consolidation requirements and strategies

✔️ Formality and disclosure requirements for companies to access R&D offset entitlements

✔️ The scope and effect of the trust taxation framework

✔️ The core requirements for the establishment of a family trust, including making a family trust election and interposed entity election, if required

✔️  The key taxation advantages and disadvantages of a family trust, including the scope and impact of family trust distributions tax

✔️ 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

Property & SMSFs Live Events 2022

7th October & 25th November 2022 (7 Hours of CPD)





  

Property and SMSFs, they go hand in hand. If you are into SMSFs then you must also be into property. That is what they are all about.

But the rules are complex. Really complex. The ATO just had to release a detailed bulletin about all the mistakes being made to do with property developments. There are people paying double stamp duty on property purchases, there are seminars promoting schemes that will result in NALI.

There is just so much to be aware of. 

This is why we have developed a full day SMSF & Property workshop. Yes, a full day. There really is that much to cover.


Friday 7th October 2022

Rydges, World Square 389 Pitt St, Sydney NSW 2000


Friday 25th November 2022

Sofitel Brisbane Central 249 Turbot St, Brisbane City QLD 4000


So what exactly will we cover:

  • All the SMSF investment restrictions and how they relate to property
  • What is business real property?
  • When can you acquire residential property off a member, a related party or another fund
  • Related unit trusts versus unrelated unit trusts
  • Regulation 13.22
  • Stamp duty, land tax and other state tax matters
  • Bare trusts and single acquirable assets
  • Related party borrowings
  • Property development
  • Non-arms length income and expenses
  • Strategies and case studies

As you can see there is plenty to cover. This will be a highly interactive intimate workshop. You can also submit your own case studies on the day.



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.

📅 Thursday 29th & Friday 30th September 2022 

📍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

21st October (7 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.

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.

 📅 Friday, 21st October 2022


Join us for our final Tax Training Day for 2022, and update your technical knowledge through training on topics such as:

  • Introduction To Estate Planning Focusing On NSW Law (By Peter Johnson) - 1 hour
  • GST From The Commencement Of An Enterprise To Its Closing (By Jo-anne Hotston) - 3 Hours)
  • Quarterly Tax Update (By Jo-anne Hotston) - 3 hours

Get 7 hours of CPD from our informative Tax Training Days.

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 Johnson

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.


Online SMSF Masterclass - Presented By Peter Johnson

Pensions & Pension Strategies

6 & 14 September (3 CPD Hours)

Pensions inside super have become a lot more complicated since 2017. It used to be very simple. All your money was in a pension but now can't all be in a pension. There are transfer balance accounts, T-bar reporting, etc. 

 

We will cover all the rules around pensions, when you have to report, what the impacts are on your transfer balance account, etc. Eg, what is the impact on a child's transfer balance account when a parent leaves them a death benefit pension?


Session Dates (AEST/90-minute sessions)

📅 Session 1: Tuesday, 11am, 6 September 2022

📅 Session 2: Wednesday, 11am, 14 September 2022


Specifically, we are going to cover:

  • Imposed increase of the Transfer Balance Cap to $1.7million & how this will affect your clients, especially those currently in Pension Phase.
  • All the different types of pensions
  • When a pension starts and ceases
  • What to do if you fail to meet the minimum pension payment
  • Taxation of pension accounts after death
  • Transfer Balance Accounts and TBar reporting
  • Children’s pensions – taxation, Transfer balance issues, reporting
  • Pension Strategies
  • And much more...

Find out more information about this upcoming masterclass by clicking on the button below.



Online SMSF Masterclass - Presented By Peter Johnson

Superannuation Death Benefits

5 & 12 October (3 CPD Hours)

Superannuation Death Benefits. Not many of us think too much about them, but you should. Nearly every Court case involving SMSF is around the payment of Death Benefits when the money is to be paid to somebody that the deceased did not want it to be paid to.

There is a lot of planning that needs to go into death benefits, and we need to understand all the legalities around it.


Session Dates (AEDT/90-minute sessions)

📅 Session 1: Wednesday, 11am, 5 October 2022

📅 Session 2: Wednesday, 11am, 12 October 2022


This masterclass will give you an in depth explanation of the rules and legalities surrounding death benefits across two webinar sessions.

Topics include: 

  • Rules and legal side around death benefits 

  • Insurances with superannuation 

  • Taxation of death benefits 

  • Death benefit strategies to ensure you minimise death benefit taxes

  • And much much more...


Find out more information about this upcoming masterclass by clicking on the button below.



Online SMSF Webinar - Presented By Peter Johnson

Getting Your Trust Documents Right

7 December 2022 (1.5 CPD Hours)

What has become a concern recently is the high number of trusts where the deeds are not effectively executed, requiring rectification work. Deeds come from a wide range of sources, many different law firms and a large number of accounting firms as well.

Nowadays, documents are produced online. While they can streamline the process, they might not be correctly executed.


Webinar Time & Date:

Wednesday, 12pm - 1.30pm, 7 December 2022 (AEDT)


This webinar is designed to better equip yourself on executing trust deeds and having the ability to conduct a review of your current documentation knowing the common errors to look for.

Topics include: 

  • The laws regarding the execution of trust deeds for both individuals and corporations 
  • Correct execution of a deed & legal requirements 
  • Should you consider automating legal documents? The Pros & Cons 
  • Types of things you need to be careful of when ordering trust documents
  • And much much more...

Find out more information about this upcoming webinar by clicking on the button below.


Upcoming Online Webinars/
Masterclasses In 2022

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:

📅1PM Thursday, 25 August 2022 (AEST)

We'll be covering the key legislative changes that may have been introduced within the tax industry from July through to August, 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

Partnership Tax Returns

26 August 2022 (1 hours of CPD)

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


In our webinar, Partnership Tax Returns - Getting It Right  presented by Allyson Pannier, you will be looking at the best practice in completing partnership tax returns & disclosures to assist in completing these returns efficiently & correctly.


Friday, 12 pm, 26 August 2022 (AEST)


It's the perfect webinar for early career professionals including undergraduates, graduates and junior accountants, mid-level and experienced accountants looking for a refresh to prepare for 2022 returns.


This online, informative webinar is structured to assist your learning in an easy-to-understand 1-hour session.


Find out more by clicking on the button below...


Online Masterclass - Presented by Peter Adams

Key Aspects of Australia's International Tax Regime

8 & 15 September 2022 (3 hours of CPD)

In what is now a truly global economy, the tax rules inherent in our international tax regime and double tax treaties become an imperative premise for Australian individuals and businesses seeking to go overseas or foreigners seeking to come into Australia.

Join us in September for our Tax Masterclass, Key Aspects of Australia's International Tax Regime as presented by Senior Tax Counsel Peter Adams.


Session Dates (AEST/90 Minute Sessions)

Session 1: Thursday, 12.30 pm, 8 September 2022   

Session 2: Thursday, 12.30 pm, 15 September 2022


This masterclass focuses on the key income tax, CGT and GST implications of cross-border movement and transactions, including the principles underpinning Australia’s controlled foreign entity regime, transfer pricing and tax have charge of treaties. 


Find out more about this technical tax masterclass and what will be covered by clicking on the button below.


Online Masterclass - Presented by Allyson Pannier

Company Tax Returns

23 September 2022 (1 hour of CPD)

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 companies more complex and the completion of the tax returns more detailed.

Join us in September for our Live Webinar, Company Tax Returns - Getting It Right as presented by Allyson Pannier.


Session Dates (AEDT)

12PM, Friday, 23 September 2022


Topics covered include:

  • 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 more...

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.


Find out more about this live webinar and what will be covered by clicking on the button below.


Online Masterclass - Presented by Peter Adams

Law for Accountants – An Overview of Key Fundamentals

6 & 13 October 2022 (3 hours of CPD)

Although it is outside the domain of accountants to provide legal advice, it is imperative for accountants to have an understanding of the legal principles that underpin the tax and accounting advisory framework of their brief.

Join us in October for our Tax Masterclass, Law for Accountants – An Overview of Key Fundamentals as presented by Senior Tax Counsel Peter Adams.


Session Dates (AEDT/90 Minute Sessions)

Session 1: Thursday, 12.30 pm, 6 October 2022   

Session 2: Thursday, 12.30 pm, 13 October 2022


On completion of this masterclass attendees will have a sound understanding of the core legal principles that frame contract law, corporations law and succession law in Australia.


Find out more about this technical tax masterclass and what will be covered by clicking on the button below.


Online Masterclass - Presented by Allyson Pannier

Completing A Tax Return - Trusts

26 October 2022 (1 hour of CPD)

This webinar will help you navigate the Trust tax return form and explain the more common items and schedules as well as items that are specific to the Trust return including the distribution statement.

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.

Join us in October for our Live Webinar, Completing A Tax Return - Trusts as presented by Allyson Pannier.


Session Date (AEDT)

12PM, Wednesday, 26 October 2022


Topics covered include:

  • 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
  • Calculation of distributions under the quantum and proportionate methods
  • Distribution minutes and resolutions

This webinar will look at efficiently and correctly completing a trust tax return focusing on the disclosures and items specific to trusts.

Find out more about this live webinar and what will be covered by clicking on the button below.


Online Masterclass - Presented by Peter Adams

Key Tax Features of Primary Production in Australia

3 & 10 November 2022 (3 hours of CPD)

Primary production is a cornerstone of the Australian economy, but this business sector is often not just plagued by all manner of natural disasters but also a plethora of tax issues and compliance obligations.

This intensive masterclass will provide an in-depth analysis of the key income tax and CGT issues as tax concessions relevant to primary producers.

Join us in November for our Tax Masterclass, Key Tax Features of Primary Production in Australia as presented by Senior Tax Counsel Peter Adams.


Session Dates (AEDT/90 Minute Sessions)

Session 1: Thursday, 12.30 pm, 3 November 2022

Session 2: Thursday, 12.30 pm, 10 November 2022


Topics covered include:

  • Definitional scope of what constitutes a primary production business

  • Tax effective business structures for primary producers

  • Derivation of assessable income and timing

  • Specific trading stock recognition and valuation

  • Mechanics and effect of income averaging

  • And much more...


Find out more about this technical tax masterclass and what will be covered by clicking on the button below.


Online Masterclass - Presented by Allyson Pannier

Value-Add Workpapers

25 November 2022 (1 hour of CPD)

Value-add workpapers.
Many accountants (especially graduates) consider the preparation of workpapers to be overly onerous, too manual and needlessly time consuming.
It can feel like they require them for EVERYTHING and that the information required is relatively unimportant or even useless.


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..

What’s on them?
Why they’re need for a particular account or transaction
How to improve them?

Join us in November for our Live Webinar, Value-Add Workpapers as presented by Allyson Pannier.


Session Dates (AEDT)

12PM, Friday, 25 November 2022


Topics covered include:

  • 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


Find out more about this webinar and what will be covered by clicking on the button below.

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