Essential Tax & Superannuation Update Series 2023-24



As an expert tax or accounting professional, people look to you for the most effective tax advice. These critical tax and superannuation updates will give you all the relevant insights you need to ensure you’re providing the best advice to your clients.

The Essential Tax & Superannuation Update covers key tax and superannuation developments, including cases, legislation, ATO rulings, publications and other announcements – as well as administrative and regulatory changes. These sessions position you right at the cutting edge.

These concise 1.5-hour monthly tax update sessions have been specifically designed for an online platform to ensure maximum impact in minimal time.

 

The Essential Tax & Superannuation Update will:

  • Keep you up to date on the latest tax and superannuation changes
  • Keep you ahead of key legislative and regulatory changes and announcements
  • Help you avoid any possible traps and pitfalls
  • Assist you in providing proactive tax advice and identifying tax planning opportunities early
  • Give you answers to the questions most relevant to you
  • Ensure you get the critical knowledge you need while minimising your time out of the office.
  • Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

 

Continuing Professional Development Hours

All sessions covered in our Essential Tax & Superannuation Update Series constitute verifiable CPD for CA ANZ and should also meet the Tax Practitioners Board's CPE requirements.

 

 

 

 

FULL SERIES

 

PER SESSION

CA ANZ

Up to 16.5 CPD hours

Up to 1.5 CPD hours

Tax Practitioners Board

Up to 16.5 CPD hours

Up to 1.5 CPD hours

 

 

Series package

This series can be purchased as a full year package (at a discounted rate) or as individual sessions. For information and links to individual sessions, please see the ‘agenda’ tab above.

 

Looking for more? OurSpecial Tax & Superannuation Topics series perfectly complement these update sessions. 

Please find below the session details for this series:

SESSIONDATETIME
July 202312/07/202312:00pm – 1:30pm
August 202309/08/202312:00pm – 1:30pm
September 202313/09/202312:00pm – 1:30pm
October 202311/10/202312:00pm – 1:30pm
November 202308/11/202312:00pm – 1:30pm
December 202313/12/202312:00pm – 1:30pm
February 202414/02/202412:00pm – 1:30pm
March 202413/03/202412:00pm – 1:30pm
April 202410/04/202412:00pm – 1:30pm
May 202408/05/202412:00pm – 1:30pm
June 202412/06/202412:00pm – 1:30pm

All sessions are NSW time zones.
All recorded sessions have been added to the playlist so you can watch them on-demand if you missed them.

Ken Mansell
Senior Tax and Superannuation Trainer, Chartered Accountants ANZ

Ken is an experienced tax trainer who has worked alongside Chartered Accountants ANZ for more than 10 years. He has worked in private practice and the public sector. He was an adviser on tax policy in the Australian Treasury for more than 11 years. Ken has also been an adviser to the Solomon Island government and was on the secretariat of the Henry tax review. Ken was the head of taxation at the Seven Network Group for 4 years.

 

James McPhedran
Senior Tax and Superannuation Trainer,  Chartered Accountants ANZ

James has 18 years’ experience in the industry, including roles at the Big Four accounting firms and advisory roles at mid-tier firms. He has been an educator with Chartered Accountants ANZ for 9 years. His advanced knowledge of taxation and superannuation has allowed him to focus on small to medium enterprises and high net worth individuals. James holds a bachelor’s degree in law and economics from the University of Queensland and a Masters of Taxation from the University of Sydney .

 

CPD Assessment

The Essential Tax & Superannuation Update series has been assessed for CA ANZ, ASIC and FASEA CPD hours. The allocation of CPD hours is as follows:

 

 

 

 

FULL SERIES

 

PER SESSION

CA ANZ

Up to 16.5 CPD hours

Up to 1.5 CPD hours

FASEA

Up to 11 hours (General) &

5.5 hours (Technical Competence)

Up to 1 hours (General) &

0.5 hours (Technical Competence)

ASIC

Up to 11 hours (Tax) &

5.5 hours (Superannuation)

Up to 1 hours (Tax) &

0.5 hours (Superannuation)

 


EVENT DETAILS


Topic: Financial Advisory and Superannuation, Tax

Sub-Topic: Business Tax, Employment Taxes - PAYE, PAYG & FBT, GST, Income Tax, Self-Managed Superannuation Funds, State/Territory Taxes, Superannuation

Format: Live Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 16.5 hours