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Through case studies, it will explore alternative structures to SMSFs for transferring, retaining, and building family wealth.
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<div class="ewa-rteLine" style="height: auto; padding-right: 10px; line-height: inherit;">On successful completion of this session, participants should be able to:</div>
<ul>
 <li class="ewa-rteLine" style="height: auto; padding-right: 10px; line-height: inherit;">Explain to effected clients the potent application of the new Division 296 tax on super</li>
 <li class="ewa-rteLine" style="height: auto; padding-right: 10px; line-height: inherit;">Explain wealth retention and creation structures, apart from SMSFs (such as trusts, bucked companies and two-tiered investment structures)</li>
 <li class="ewa-rteLine" style="height: auto; padding-right: 10px; line-height: inherit;">Identify the current risk areas such as Division 7A, s100A and potential 'wash-sale' arrangements</li>
 <li class="ewa-rteLine" style="height: auto; padding-right: 10px; line-height: inherit;">Discuss how super funds can be used in the future, including unitisation of assets and Regulation 13.22C, the 'death tax' and the use of un-used concessional contributions.</li>
</ul>
&nbsp;
This session forms part of the&nbsp;<a href="https://store.charteredaccountantsanz.com/courses/au/Special-Tax-Topics-Series-2024-25">Special Tax Topics Series</a>. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun.
These sessions will:
<ul style="margin-top: 0cm; list-style-type: disc;">
 <li>Ensure you get the critical knowledge you need while minimising your time out of the office.</li>
 <li>Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early</li>
 <li>Help you avoid any possible traps and pitfalls</li>
 <li>Give you answers to the questions most relevant to you</li>
</ul>
Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.
<div class="ewa-rteLine" style="height: auto; padding-right: 10px; line-height: inherit;">&nbsp;</div>

Special Tax Topics 2024-25 - Wealth transfer & retention  - The current thinking

au nonmember P000001082_Course_Digital price schedule

au member P000001082_Course_Digital price schedule

This session will focus on strategies for clients with significant wealth, large inheritances, and high or fluctuating income.  

<div class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">On successful completion of this session, participants should be able to:</div>
<ul>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Identify how a main residence and other real property will be devolved on death and tax issues that may arise</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Identify and calculate tax issues that may arise in respect of superannuation assets on death and how this will affect an SMSF</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">State tax issues that may arise for liabilities and debts of the deceased person </li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">State the key tax issues that may arise for the LPR of a deceased estate</li>
</ul>
&nbsp;
This session forms part of the&nbsp;<a href="https://store.charteredaccountantsanz.com/courses/au/Special-Tax-Topics-Series-2024-25">Special Tax Topics Series</a>. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun.
These sessions will:
<ul style="margin-top: 0cm; list-style-type: disc;">
 <li>Ensure you get the critical knowledge you need while minimising your time out of the office.</li>
 <li>Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early</li>
 <li>Help you avoid any possible traps and pitfalls</li>
 <li>Give you answers to the questions most relevant to you</li>
</ul>
Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Special Tax Topics 2024-25 - Estate Planning - What is it? What are the tax issues?

au nonmember P000001081_Course_Digital price schedule

au member P000001081_Course_Digital price schedule

This session will identify and explore the tax issues surrounding estate planning. This will be important in order to provide input to your client's estate planning lawyer.

Including timelines, accounting work, differences between expatriating exempt amounts and sale cash, and the interplay with the CGT Cap Amount and $3.0m TSB rule.
<div class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">On successful completion of this session, participants should be able to:</div>
<ul>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Identify how a main residence and other real property will be devolved on death and tax issues that may arise</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Identify and calculate tax issues that may arise in respect of superannuation assets on death and how this will affect an SMSF</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">State tax issues that may arise for liabilities and debts of the deceased person </li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">State the key tax issues that may arise for the LPR of a deceased estate</li>
</ul>
&nbsp;
This session forms part of the&nbsp;<a href="https://store.charteredaccountantsanz.com/courses/au/Special-Tax-Topics-Series-2024-25">Special Tax Topics Series</a>. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun.
These sessions will:
<ul style="margin-top: 0cm; list-style-type: disc;">
 <li>Ensure you get the critical knowledge you need while minimising your time out of the office.</li>
 <li>Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early</li>
 <li>Help you avoid any possible traps and pitfalls</li>
 <li>Give you answers to the questions most relevant to you</li>
</ul>
Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.
&nbsp;

Special Tax Topics 2024-25 - My clients qualify for the 15-year exemption!  What do I do now?

au nonmember P000001080_Course_Digital price schedule

au member P000001080_Course_Digital price schedule

This session covers executing the 15-year exemption under Small Business CGT concessions in Division 152. 

Advanced Tax (AU or NZ) - CA Program Subject AU

au nonmember P000001113_Course_Virtual price schedule

au member P000001113_Course_Virtual price schedule

Equipping you with advanced knowledge and skills required to provide comprehensive and in-depth input and services for a range of transactions and events appropriate to the jurisdiction.

<div class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">On successful completion of this session, participants should be able to:</div>
<ul>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Identify when Aggregated Turnover limits for this area of tax</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Identify receipts which are Base Rate Entity Passive Income amounts</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Identify the tax rate for franking a dividend</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">State the step-by-step process for franking a dividend</li>
</ul>
&nbsp;
This session forms part of the&nbsp;<a href="https://store.charteredaccountantsanz.com/courses/au/Special-Tax-Topics-Series-2024-25">Special Tax Topics Series</a>. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun.
These sessions will:
<ul style="margin-top: 0cm; list-style-type: disc;">
 <li>Ensure you get the critical knowledge you need while minimising your time out of the office.</li>
 <li>Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early</li>
 <li>Help you avoid any possible traps and pitfalls</li>
 <li>Give you answers to the questions most relevant to you</li>
</ul>
Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.
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Special Tax Topics 2024-25 - What rate do I use to frank this dividend?

au nonmember P000001079_Course_Digital price schedule

au member P000001079_Course_Digital price schedule

With a multi-rate corporate tax system, franking a proposed dividend can be confusing. Accountants often help corporate clients determine the correct tax rate to use, especially when rates change. 

Special Tax Topics 2024-25 - Reconsidering partnerships of discretionary trusts

au nonmember P000001078_Course_Digital price schedule

au member P000001078_Course_Digital price schedule

In 2024, many tax advisors are reconsidering traditional investment and business structures. 

<div class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;"> This topic looks considers some issues about the Going Concern exemption, including:</div>
<ul>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Sale of goodwill</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Sale of land and buildings used in a business</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Sale of land and buildings which are leased to 3rd parties</li>
</ul>
&nbsp;
<div class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">On successful completion of this session, participants should be able to:</div>
<ul>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">State the difference between the sale of goodwill and the supply of a going concern</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">State the key requirements to obtain the GST Going Concern exemption</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Apply the Going Concern exemption requirements to the sale of a business</li>
 <li class="ewa-rteLine" style="color: #242424; background-color: #ffffff; height: auto; padding-right: 10px; line-height: inherit;">Apply the Going Concern exemption requirements to the sale of land &amp; buildings</li>
</ul>
&nbsp;
This session forms part of the&nbsp;<a href="https://store.charteredaccountantsanz.com/courses/au/Special-Tax-Topics-Series-2024-25">Special Tax Topics Series</a>. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun.
These sessions will:
<ul style="margin-top: 0cm; list-style-type: disc;">
 <li>Ensure you get the critical knowledge you need while minimising your time out of the office.</li>
 <li>Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early</li>
 <li>Help you avoid any possible traps and pitfalls</li>
 <li>Give you answers to the questions most relevant to you</li>
</ul>
Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Special Tax Topics 2024-25 - GST Going Concern exemption

au nonmember P000001077_Course_Digital price schedule

au member P000001077_Course_Digital price schedule

The GST Going Concern exemption is under-appreciated. 

Recently, the ATO issue a Decision Impact Statement on Bowerman's case; does this represent a change in tactics by the ATO?
On successful completion of this session, participants should be able to:
<ul>
 <li>Identify when the tax issues upon selling the family home</li>
 <li>Display an appreciation of the mathematical interface between S.6-5 and CGT through S.118-20</li>
 <li>State the GST issues regarding the sale of the family home</li>
 <li>State the tax ramifications of a developer changing their sales tactics</li>
</ul>
This session forms part of the <a href="https://store.charteredaccountantsanz.com/courses/au/Special-Tax-Topics-Series-2024-25">Special Tax Topics Series</a>. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun. 
These sessions will:
<ul>
 <li>Ensure you get the critical knowledge you need while minimising your time out of the office.</li>
 <li>Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early</li>
 <li>Help you avoid any possible traps and pitfalls</li>
 <li>Give you answers to the questions most relevant to you</li>
</ul>
Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Special Tax Topics 2024-25 - I’ve sold the house, the ATO says that it’s on revenue account!

au nonmember P000001076_Course_Digital price schedule

au member P000001076_Course_Digital price schedule

Your client sold their family home three times in the last decade without leaving the postcode, claiming the main residence exemption each time. 

Foundations of Tax Series 2021-23

au nonmember P000000788_Webinar_Recording price schedule

au member P000000788_Webinar_Recording price schedule

Gain a firm understanding of the essentials of tax legislation and build specific skills as a tax professional. 

This session will cover the following:  Where are we at with various proposed tax amendments? Do HWIs need a 2nd retirement vehicle? How does Div 7A look in 2024? Helping trustees consider preparation of the income distribution resolutions for 2024 Discussion of major planning issues arising from the 2024 Federal Budget.   ##Tax; superannuation; super; SMSF; ATO; rulings; tax changes; Income Tax; Indirect Tax; GST; Goods and Services Tax; Capital Gains Tax; CGT; International Tax; Fringe Benefits Tax; FBT; state taxes; Stamp Duty; Land Tax; Payroll Tax; PAYG; tax administration; tax controversy; tax reform; training; update; tax seminar; trusts; companies; partnerships; SMSF strategy; pensions; contributions; retirement income; SMSF planning; SMSF related party transactions; SMSF investments; in-house assets; business real property; exotic investments; collectibles; lump sums; SMSF administration

This session will cover the following:
<ul>
 <li>Where are we at with various proposed tax amendments?</li>
 <li>Do HWIs need a 2nd retirement vehicle?</li>
 <li>How does Div 7A look in 2024?</li>
 <li>Helping trustees consider preparation of the income distribution resolutions for 2024</li>
 <li>Discussion of major planning issues arising from the 2024 Federal Budget.</li>
</ul>
On successful completion of this session, participants will be able to:
<ul>
 <li>Specify the status of previous legislative announcements</li>
 <li>State the factual issues to be considered regarding HWIs and retirement vehicles</li>
 <li>State key planning issues regarding Division 7A</li>
 <li>State key developments impacting the development of a trust distribution resolution</li>
 <li>State major issues arising from the 2024 Federal Budget</li>
</ul>
This session forms part of the Special Tax &amp; Superannuation Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun. These sessions will:
<ul>
 <li>Ensure you get the critical knowledge you need while minimising your time out of the office.</li>
 <li>Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early</li>
 <li>Help you avoid any possible traps and pitfalls</li>
 <li>Give you answers to the questions most relevant to you</li>
</ul>
Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists. 
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Continuing Professional Development Hours 
 
The content covered in this topic constitutes verifiable CPD for CA ANZ, has been assessed for ASIC and FASEA CPD and also meets the Tax Practitioners Board's CPE requirements. 
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CA ANZ
Per session: Up to 1.5 CPD hours
Tax Practitioners Board
Per session: Up to 1.5 CPD hours 
&nbsp; 
 
Related packages 
 
Looking for more? Our Essential Tax &amp; Superannuation Updates perfectly complement these special topic sessions.&nbsp;&nbsp; 
&nbsp;

Special Tax & Superannuation Topics 2023-24 - Year-end Tax issues

Special Tax & Superannuation Topics 2023-24 - Year-end Tax issues - AU RW

au nonmember P000000778_Webinar_Virtual price schedule

au member P000000778_Webinar_Virtual price schedule

This session forms part of the Special Tax & Superannuation Topics Series

CPD Assessment 
The Foundations of Tax series has been assessed for CA ANZ and should meet the Tax Practitioners Board's CPD requirements. The allocation of CPD hours is as follows:
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 FULL SERIES
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 PER SESSION
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 CA ANZ
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 <td style="border: 1px solid #ddd;padding: 8px;white-space: nowrap;">
 Up to 12 CPD hours
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 <td style="border: 1px solid #ddd;padding: 8px;white-space: nowrap;">
 Up to 1 CPD hours
 </td>
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 TPB
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 <td style="border: 1px solid #ddd;padding: 8px;white-space: nowrap;">
 Up to 12 CPD hours
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 <td style="border: 1px solid #ddd;padding: 8px;white-space: nowrap;">
 Up to 1 CPD hours
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CPD Hours 

This topic provides an outline of the key tax issues for a taxpayer that is a partnership.   This session was recorded on 14 August 2023.##Tax; superannuation; super; SMSF; ATO; rulings; tax changes; Income Tax; Indirect Tax; GST; Goods and Services Tax; Capital Gains Tax; CGT; International Tax; Fringe Benefits Tax; FBT; state taxes; Stamp Duty; Land Tax; Payroll Tax; PAYG; tax administration; tax controversy; tax reform; training; update; tax seminar; trusts; companies; partnerships

On successful completion of this topic, participants should be able to appreciate key tax aspects for a partnership, including:
<ul>
 <li>Partnership vs JVs</li>
 <li>Mum &amp; Dad Partnerships and the PSI rules</li>
 <li>Assets sales and CGT</li>
 <li>Salaries paid to partners &amp; Interest paid on debts owing to partners</li>
 <li>Issues when a car is bought by a partner through their current account.</li>
</ul>
This session forms part of the <a rel="noopener noreferrer" href="https://store.charteredaccountantsanz.com/courses/au/Foundations-of-Tax-series-2023-24" target="_blank">Foundations of Tax series</a>
The Benefits:
These concise sessions have been specifically designed for our online education platform, to ensure that you get an in-depth understanding of the fundamental tax topics in minimal time.

Foundations of Tax 2023-24 - Session 16: Partnership: Preparation of an ITR

Foundations of Tax 2023-24 - Session 16: Partnership: Preparation of an ITR - AU RW

au nonmember P000000627_Course_Digital price schedule

au member P000000627_Course_Digital price schedule

Master the key tax issues for a taxpayer that is a partnership. 

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