Breakfast Seminar Series | Essential Tax & Superannuation Update FY22



As an expert tax or accounting professional, people look to you for the most effective tax advice. The Essential Tax & Superannuation Update Workshop will give you all the relevant insights you need to ensure you’re providing the best advice to your clients.

New Year 2022 package (February - June 2022) now open for registration. Recorded updates for November and December 2021 included in the package. Please check 'Other' tab for pricing.

Face to face sessions will be pivoted to Online sessions as and when required, as per the government restrictions due to COVID-19.

Where possible and safe we are getting back face to face so you can interact with your trainer and colleagues in the room for a rich experience.

If you are looking for the Online Series please click here

This workshop is made up of two sessions – a tax and superannuation update as well as a special tax topic. The 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. The special tax topic is informative and highly practical with each session exploring a different topical Australian tax issue to ensure that you keep up-to-date with the ever-changing and complex area of tax law.

Our Essential Tax & Super Update Workshop will be assessed for CA ANZ. ASIC and FASEA CPD hours. The expected total CPD hours to be allocated to this workshop is as follows:

  • CA ANZ: Up to 27.5 hours 
  • FASEA: Up to 22 hours (General) & 5.5 hours (Technical Competence) 
  • ASIC: Up to 11 hour (Tax) & 5.5 hours (Superannuation) & 11 hour (General) 


Sessions in the series
This series can be purchased as a full year package or as individual monthly sessions. If you are interested in the individual monthly sessions, please click the “Other” tab for more information.

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


View session dates and venue details in the 'Venue' tab.

    Melbourne Session
    Peter McGinty, Senior Tax and Superannuation Trainer, CA ANZ 
    Peter has degrees in commerce and law from the University of Melbourne. He has more than 30 years’ experience in a chartered practice that focused on tax issues affecting family businesses, small and medium enterprises and high net worth individuals. Peter is an experienced tax trainer and is well regarded for his practical approach to staff training. 


    Doncaster Session 
    Alan Leung, Senior Tax and Superannuation Trainer, CA ANZ 
    Alan Leung FCA Senior Tax and Superannuation Trainer Alan gained substantial global tax knowledge through working at Big Four accounting firms in Australia and overseas. Alan left EY in 2005 to start his own tax practice. As a registered tax agent, Alan advises clients – from multinational companies to wealthy individuals, across industries such as mining, health, hospitality, retail, property development, technology and recruitment, on strategic, operational and compliance matters. Alan has been a workshop leader, facilitator and lecturer in the CA program at Chartered Accountants ANZ since 2001.


    New South Wales Sessions (Sydney & Epping/Baulkham Hills)
    Bruce Thomas, Senior Tax and Superannuation Trainer, CA ANZ 
    Bruce Thomas Senior Tax and Superannuation Trainer Bruce has written and presented training on a wide range of topics, including the tax aspects of real estate transactions, fringe benefits tax (FBT) and salary packaging. Bruce was previously a tax manager with William Buck Chartered Accountants where he advised clients on the application of the goods and services tax, FBT and other government charges. He worked for the Australian Taxation Office for 17 years, including as a senior officer dealing with technical issues involving the GST. 

    Tristan Webb, Senior Tax and Superannuation Trainer, CA ANZ 
    Tristan has more than 25 years’ tax experience in organisations such as the Australian Taxation Office, PwC, CCH and HLB Mann Judd. He was the national tax director at Crowe Horwath immediately before joining Chartered Accountants ANZ. His role required a good working knowledge of tax and risk issues for mid-tier accounting firms operating in the small to medium enterprise (SME) sector. Tristan’s expertise is in company and trust taxation for SMEs and high net worth clients. 

    Flyer: ETSU Dates and Locations

    New South Wales
    Sydney Monthly Series

    DateVenue
    Tuesday 13 July 2021 (Zoom session)

    Chartered Accountants Australia and New Zealand
    Level 1
    33 Erskine Street, Sydney

    Tuesday 10 August 2021 (Zoom session)
    Tuesday 14 September 2021 (Zoom)
    Tuesday 12 October 2021 (Zoom)
    Tuesday 9 November 2021(Zoom)
    Tuesday 7 December 2021(Zoom)
    Tuesday 8 February 2022
    Tuesday 8 March 2022
    Tuesday 12 April 2022
    *Wednesday 11 May 2022
    Tuesday 7 June 2022


    Epping/Baulkham Hills Monthly Series

    DateVenue
    Tuesday 13 July 2021Delivered Online via Zoom
    Tuesday 10 August 2021 (Zoom session)Delivered Online via Zoom
    Tuesday 14 September 2021Delivered Online via Zoom
    Tuesday 12 October 2021Delivered Online via Zoom
    Tuesday 9 November 2021 (Zoom)Delivered Online via Zoom
    Tuesday 7 December 2021 (Zoom)Delivered Online via Zoom
    Wednesday 9 February 2022Epping Club, 45-47 Rawson Street, Epping
    Wednesday 9 March 2022Castle Hill Country Club, Spurway Drive, Baulkham Hills
    Wednesday 13 April 2022Epping Club, 45-47 Rawson Street, Epping
    *Wednesday 11 May 2022Castle Hill Country Club, Spurway Drive, Baulkham Hills
    Wednesday 8 June 2022Epping Club, 45-47 Rawson Street, Epping


    Victoria
    Melbourne Monthly Series

    DateVenue
    Tuesday 13 July 2021Chartered Accountants Australia and New Zealand
    Level 18 Bourke Place
    600 Bourke Street, Melbourne
    Tuesday 10 August 2021 (Zoom session)
    Tuesday 14 September 2021 (Zoom session)
    Tuesday 12 October 2021 (Zoom)
    Tuesday 9 November 2021 (Zoom)
    Tuesday 7 December 2021 (Zoom)
    Tuesday 8 February 2022
    Tuesday 8 March 2022
    Tuesday 12 April 2022
    *Wednesday 11 May 2022
    Tuesday 7 June 2022

     

    Doncaster Monthly Series

    DateVenue
    Thursday 15 July 2021Beau Monde International
    934 - 938 Doncaster Road
    Doncaster East
    Tuesday 10 August 2021 (Zoom session)
    Tuesday 14 September 2021 (Zoom session)
    Tuesday 12 October 2021 (Zoom)
    Tuesday 9 November 2021 (Zoom)
    Tuesday 7 December 2021 (Zoom)
    Thursday 10 February 2022
    Thursday 10 March 2022
    Thursday 14 April 2022
    *Thursday 12 May 2022
    Thursday 9 June 2022

    *Federal Budget 2022

    Price:

     New Year 2022 Package Price
     Member $655
     Non-Member $755

    Discounts:

    • Group: A group registration of 3 or more people will receive a 15% discount
    • Regional Discount: Members working 125km from the event venue are eligible for a Regional Discount. Please contact lifelonglearning@charteredaccountantsanz.com.

    EVENT DETAILS


    Topic: Business Mindset, Financial Advisory and Superannuation, Future Focused, Tax

    Sub-Topic: Business Planning & Analysis, Business Tax, Employment Taxes - PAYE, PAYG & FBT, GST, Income Tax, Presentation, Risk Management, Self-Managed Superannuation Funds, State/Territory Taxes, Strategies for Success, Strategy, Superannuation, Tax Administration

    Format: Seminar

    Proficiency Level: All

    CPD: Upto 27.5 hours