Strategic Tax Planning Day 2021 - On Demand


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In the modern economy, it is important for businesses to have the right practical strategies in place to maximize their taxation outcomes. It is increasingly important that these strategies incorporate, where necessary, the myriad of opportunities and implications presented in each Federal Budget.

This recording will arm you with cutting edge strategies for tax planning so you can effectively guide your clients – with specific consideration to the announcements made in the Federal Budget.

This event was recorded in May 2021.

CONFERENCE SESSIONS INCLUDE:

Conference Welcome & Tax Policy - Where are we at?

Michael Croker, Australian Tax & Financial Services Leader, Advocacy & Professional Standing, Chartered Accountants Australia and New Zealand

This session will provide you with a high-level Chartered Accountants Australia and New Zealand advocacy update on tax policy.


Post Budget Tax & Superannuation Update

Peter McGinty, Senior Tax & Superannuation Trainer, Chartered Accountants Australia and New Zealand and Tristan Webb, Senior Tax & Superannuation Trainer, Chartered Accountants Australia and New Zealand

Get up to date with the latest and most important developments in tax and superannuation, including recent and proposed legislative changes arising from the Federal Budget 2021-2022. This session:

  • Explains recent and proposed key tax and superannuation measures
  • Outlines the status of legislation and other guidance in respect of these measures.

  • Australian Economic Update

    Gerard Burg, Senior Economist, National Australia Bank

    Gain valuable insights into the Australian economy and Australia’s position in the Global economy. This session:

  • Explains the impact of domestic and foreign policies
  • Explains economic trends and developments for both Australia and our key trade partners.

  • Panel Session - Practical tax strategies in the current economic and political climate

  • Michael Croker, Australian Tax & Financial Services Leader, Advocacy & Professional Standing, Chartered Accountants Australia and New Zealand
  • Tony Negline, Superannuation Leader, Advocacy & Professional Standing, Chartered Accountants Australia and New Zealand
  • Gerard Burg, Senior Economist, National Australia Bank
  • Kaajri Vaughan, Partner, PwC
  • Kirsten Taylor-Martin, Partner, Grant Thornton
  • Bruce Thomas, Senior Tax & Superannuation Trainer, Chartered Accountants Australia and New Zealand
  • Our panel of industry experts discuss practical tax strategies arising from government policies, in particular those contained in the Federal Budget 2021-2022. This session:

  • Discusses key opportunities and incentives for taxpayers
  • Discusses key risks and disincentives for taxpayers
  • Discusses the overall impact on the economy of government policies.

  • Tax Planning for the Future

    Todd Want, Director, William Buck

    The COVID-19 pandemic has had a profound impact on the Australian economy. As a result, tax planning strategies as you approach both year-end and the years proceeding that, must be adjusted to consider the array of measures announced to counter the effect of the pandemic on businesses.

    This session provides a detailed examination of these measures and practically illustrates how to tax plan for your clients taking these measures into account.


    Practice Management - ATO guidance on profit allocations

    Craig Jackson, Tax Controversy Partner, Ernst & Young

    This session explores the key aspects of Practical Compliance Guide 2021/D2.

    This session:

  • Discusses the transitional rules and determine if they apply to a professional services practice
  • Discusses how the ‘bands’ within the PCG operate and determine the ‘score’ for a principal of the professional services practice.
  • Discusses the implications of falling within any of the ‘low’, ‘moderate’ or ‘high’ risk categories
  • Discusses plans to live within PCG 2021/D2.

  • Business Structuring

    Paul Mills, Tax Consultant, Consulting Pty Ltd

    Key considerations for appropriate business structures should always be centred around asset protection and succession planning.

    Tax continues to have an important role to play in determining appropriate structures and must be given particular consideration for the operational and exit phases of a business. From a tax perspective, key issues from this session are:

  • Base rate entity status
  • Small business entity taxation
  • CGT small business entity relief
  • Tax consolidation
  • CGT rollover relief upon restructure
  • Flexibility in profit repatriation

  • How the ATO is addressing risks in the small business market

    Deputy Commissioner Deborah Jenkins, Deputy Commissioner, Small Businesses, Australian taxation Office

    Gain valuable insights into the ATO’s initiatives and focus areas for the small business market.

    Key issues and risks for high net worth individuals that practitioner should be aware of as they approach year-end

    Deputy Commissioner Tim Dyce, Deputy Commissioner, Private Wealth, Australian Taxation office

    Gain valuable insights into the ATO’s initiatives and focus areas for the private wealth markets.


    ATO: Panel discussion and Q&A

  • Deputy Commissioner Deborah Jenkins, Deputy Commissioner, Small Businesses, Australian taxation Office
  • Deputy Commissioner Tim Dyce, Deputy Commissioner, Private Wealth, Australian Taxation office
  • Michael Croker, Australian Tax & Financial Services Leader, Advocacy & Professional Standing, Chartered Accountants Australia and New Zealand
  • Susan Franks, Senior Tax Advocate, Advocacy & Professional Standing, Chartered Accountants Australia and New Zealand
  • Our panel discusses questions arising from the previous ATO sessions.

    These sessions were recorded as part of the Strategic Tax Planning Day 2021.

  • Michael Croker, Australian Tax & Financial Services Leader, Advocacy & Professional Standing, Chartered Accountants Australia and New Zealand
  • Tony Negline, Superannuation Leader, Advocacy & Professional Standing, Chartered Accountants Australia and New Zealand
  • Gerard Burg, Senior Economist, National Australia Bank
  • Kaajri Vaughan, Partner, PwC
  • Kirsten Taylor-Martin, Partner, Grant Thornton
  • Todd Want, Director, William Buck
  • Craig Jackson, Tax Controversy Partner, Ernst & Young
  • Paul Mills, Tax Consultant, Consulting Pty Ltd
  • Deputy Commissioner Deborah Jenkins, Deputy Commissioner, Small Businesses, Australian taxation Office
  • Deputy Commissioner Tim Dyce, Deputy Commissioner, Private Wealth, Australian Taxation office
  • Peter McGinty, Senior Tax & Superannuation Trainer, Chartered Accountants Australia and New Zealand
  • Tristan Webb, Senior Tax & Superannuation Trainer, Chartered Accountants Australia and New Zealand
  • Bruce Thomas, Senior Tax & Superannuation Trainer, Chartered Accountants Australia and New Zealand
  • Susan Franks, Senior Tax Advocate, Advocacy & Professional Standing, Chartered Accountants Australia and New Zealand

  • EVENT DETAILS


    Topic: Financial Advisory and Superannuation, Tax

    Sub-Topic: Business Tax, Employment Taxes - PAYE, PAYG & FBT, GST, Income Tax (inc CGT), Self-Managed Superannuation Funds, Superannuation, Tax Administration

    Format: Recorded Webinar

    Proficiency Level: Intermediate, Advanced

    CPD: Upto 7 hours