Special Tax & Superannuation Topics Series 2022-23
The Special Tax & Superannuation Topics 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 24 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. You will be given access to recording links and supporting materials throughout the year as topics become available.
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 topics covered in our Special Tax & Superannuation Topics series constitute verifiable CPD for CA ANZ, have been assessed for ASIC and FASEA CPD and also meet the Tax Practitioners Board's CPE requirements.
|
FULL SERIES |
PER SESSION |
CA ANZ | Up to 36 CPD hours | Up to 1.5 CPD hours |
FASEA | Up to 36 hours (General) | Up to 1.5 hours (General) |
ASIC | Up to 36 hours (General) | Up to 1.5 hours (General) |
Tax Practitioners Board | Up to 36 CPD hours | Up to 1.5 CPD hours |
Related packages
Looking for more? Our Essential Tax & Superannuation Updates perfectly complement these special topic sessions.
ATSTax
ATSSuper
ATSSeries
Please find below the topic details for this series:
| SESSION NAME | SESSION LINK |
| Business expansion Online and offshore | Explore |
| Hidden issues of deceased estates | Explore |
| Sharing economy - Tax & GST issues | Explore |
| Tax Consolidations for SMSEs: Foundation concepts | Explore |
| Tax Consolidations for SMEs: More complex issues | Explore |
| Gaslit: Trust distributions in 2022-23 | Explore |
| Employee vs contractor | Explore |
| Fundamentals of PSI | Explore |
| PSI: Advanced contemporary issues | Explore |
| Curly questions with property | Explore |
| Tax treatment of cryptocurrency losses | Explore |
| Preparing for the future | Explore |
| FBT Refresher 2023 | Explore |
| Small business CGT Concessions: Part 1 | Explore |
| Division 7A Today | Explore |
| Extracting Capital from Entities Fundamentals | Explore |
| New developments in trusts | Explore |
| Small business CGT Concessions: Part 2 | Explore |
| Preparing for the SMSF Audit | TBC |
This seriesis 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
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.
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.
Tracey Besters, Senior Tax and Superannuation Trainer, CA ANZ
Tracey’s extensive experience gives her a valuable insight into the pressures of being in public practice. She also understands the enormous opportunities that self-managed super funds (SMSF) offer clients.
EVENT DETAILS
Topic: Tax
Sub-Topic: Income Tax, Superannuation
Format: Recorded Webinar
Proficiency Level: Intermediate, Advanced
CPD: Upto 36 hours