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Special Tax & Superannuation Topics 2023-24 - Practical tips for reducing practice risks


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Apart from ensuring compliance and tax position assessments for clients, advisors should have one eye on common practice risk areas arising from their public practice operations. This session will focus on the current known and upcoming practice risk areas for public practice accounting firms, and the steps that can be taken to manage risk from these areas going forward.

At the end of this session, attendees will be able to assess and manage the practice risks arising from the following scenarios:
  • The establishment of a trust for clients (Owies, NR beneficiaries)
  • Distributions of income from a family trust (s100A)
  • Employees versus contractors
  • Distributing trust income in accordance with PCG 2021/4
  • ATO focus for next 2 years

 

This session forms part of the Special Tax & 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:

  • Ensure you get the critical knowledge you need while minimising your time out of the office.
  • Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
  • Help you avoid any possible traps and pitfalls
  • Give you answers to the questions most relevant to you

 

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

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.

 

 

 

 

PER SESSION

CA ANZUp to 1.5 CPD hours
Tax Practitioners BoardUp to 1.5 CPD hours

 

 

Related packages

Looking for more? Our Essential Tax & Superannuation Updates perfectly complement these special topic sessions.  

 

This series is presented by our Senior Tax & Superannuation trainers:

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 .

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.


EVENT DETAILS


Topic: Tax

Sub-Topic: Income Tax

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 1.5 hours