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Special Tax & Superannuation Topics 2023-24 - Tax risk issues for SMEs and High Wealth Individuals

The Top 500 and the Next 5000 are major audit programs of the ATO. This topic looks at issues generated from these programs which Chartered Accountants need to consider when advising SME and HWI clients.

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.






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:

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.

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 1.5 hours