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Special Tax & Superannuation Topics 2023-24 Series

The Special Tax & Superannuation Topic Series is presented by our team of dedicated tax trainers. Each informative and highly practical session will explore a different topical Australian tax and superannuation issue and will ensure that you keep up to date with the ever-changing and complex area of tax and superannuation law. 

We will explore a minimum of 22 topics throughout the series. 

In this on-demand series, we will explore current tax and superannuation issues and developments for SMEs in respect of income and deductions, capital gains tax and concessions, tax integrity and compliance measures, and taxpayer-specific transactions or events. New topics are released each month (except January). You will be given access to recording links and supporting materials throughout the year as topics become available.  

Series package discount 

This series can be purchased as a full-year package (at a discounted rate) or as individual sessions as they become available. For individual session information, please see the table in the ‘Agenda tab’.  

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 

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








Up to 33 CPD hours 

Up to 1.5 CPD hours 

Tax Practitioners Board 

Up to 33 CPD hours 

Up to 1.5 CPD hours 


Related packages 

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

To ensure that the Special Tax & Superannuation Topics capture all of the key issues and changes in the tax and SMSF landscape, our full program will be released sequentially throughout the year.

Please find below the topic details for this series:

Special Tax & Superannuation Topics 2023-24 Series July 2023 – June 2024
SMSFs cans and cannots July-Sept 2023 Link
Changing business structures through CGT rollovers: Fundamentals July-Sept 2023 Link
Tax and GST treatment of subdivision Aug-Oct 2023 Link
Remunerating owners for the future Aug-Oct 2023 Link
Practical tips for reducing practice risksOct-Dec 2023Link
Tax risk issues for SMEs and High Wealth IndividualsOct-Dec 2023Link
Changing business structures through CGT rollovers - More advanced issuesOct-Dec 2023Link
Navigating ATO focus areas - Part 1: Main ResidenceOct-Dec 2023Link
After the Tax Scandal Oct-Dec 2023Link
Family trust elections & interposed entity electionsOct-Dec 2023Link
Unit trusts: when to use and when not toNov-Dec 2023Link
Navigating ATO focus areas - Part 2: Deductibility of interestNov-Dec 2023Link
Navigating ATO focus areas - Part 3: Employee-related expensesJan-Feb 2024Link
Part 1: Essential SMSF estate planning - Pre deathJan-Feb 2024Link
Relationship Breakdown - The Tax ConsequencesJan-Feb 2024Link
Navigating ATO focus areas – Part 4 – FBT Compliance issues Feb-March 2024Link
Part 2: Essential SMSF estate planning - Post deathFeb-March 2024Link
FBT - Top 5 problems encountered by practitionersMarch-April 2024[TBA]
High rates, Div 7A - What now?March-April 2024[TBA]

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

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.  

James McPhedran, Senior Tax and Superannuation Trainer, CA 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 Master of Taxation from the University of Sydney  


Lydia Kovacevich, Senior Tax and Superannuation Trainer, CA ANZ  

Lydia has over 20 years’ experience in the tax and accounting industry working for, at various times, a ‘big four’ accounting firm, a second-tier firm, a global oil and gas service company, a tax training organisation and the Australian Taxation Office. During this time Lydia acquired extensive experience in tax and accounting matters relevant to various types of entities and industries and gained a wealth of experience in writing about tax. Lydia has a strong analytical and technical ability and is very passionate about tax education. 


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.  


Topic: Tax

Sub-Topic: Income Tax

Format: Recorded Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 33 hours