Summer School | Income Tax, Super & FBT


Our Winter Tax & Super School has evolved to bring you our brand-new Summer School. Combining two of our most popular sessions, to offer you high quality, relevant tax and superannuation training, face to face. 
Registrations are open

With the integration of our Fringe Benefits Tax Workshop, this year’s brand new Summer School features Income Tax, Super & FBT, all in one great face to face workshop, in a location near you.

The workshop will run as two full days.

Get all your tax and super updates in one location and explore common client scenarios via practical case studies. 

Join us, network with fellow practitioners and receive a comprehensive electronic workbook. Registration opening soon. 



Virtual Summer School
In addition to our face to face workshops, Chartered Accountants Australia and New Zealand will also be bringing Summer School to you as a virtual classroom in February 2021.

You can register now for our 3 day or 2 day sessions, that focus on Tax, Super and FBT. Find out more.


Note: CA ANZ will continue to monitor government safety advice regarding COVID-19. We hope to bring you this workshop at your local venue, face to face. Should government advice change, this event will run as an interactive online workshop and you will be given the option to attend online or receive a full refund.
Tax & Super Learning Outcomes:
Post-Budget tax & superannuation update  
  • Latest legislation  
  • Latest cases  
  • Latest rulings and announcements  
  • Analysis of the government’s tax policy post 2020 Federal budget  
Companies & loss carry-back 
  • Calculate the tax losses of a company under Division 36 
  • Determine the amount of tax loss carry-back for a company with 30% tax rates 
  • Determine the amount of tax loss carry-back for a company that is a base rate entity 
  • Explain the interaction of the loss carry-back rules with dividend planning 
Revisiting small business restructure rollovers 
  • Describe the operation of the small business restructure roll-over relief 
  • Identify the eligibility conditions of the small business restructure roll-over relief 
  • Describe the operation of the roll-over relief 
  • Determine whether the roll-over relief should be applied 
Contemporary issues for practitioners 
  • Discuss discretionary trust distribution issues  
  • Explain the issues with respect to deregistered companies 
  • Outline tax issues with respect to the government stimulus measures  

Fringe Benefits Tax Learning Outcomes:
FBT & COVID-19 
  • State the ATO FBT concessions for employers during COVID-19 
  • Appreciate the application of ATO concessions to employer vehicles parked at an employees premises
  • State the key rules for the ATO FBT concessions in respect of employees working from home
  • Appreciate the interaction of the FBT rules, the ODR and the 80 cents/hour shortcut rate in PCG 2020/3 
General FBT issues 
  • State the rules relating to car fringe benefits and apply such to a modern development 
  • State the rules relating to car parking fringe benefits and apply such to a modern development
  • Apply the different FBT rules to entertainment expenditure situations 
  • State the rules relating to expense payment fringe benefits in the context of employee self-education expenditure 
James McPhedran, Senior Tax & Superannuation Trainer, Chartered Accountants Australia and New Zealand
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, Chartered Accountants Australia and New Zealand
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.

Tristan Webb, Senior Tax Trainer, Chartered Accountants Australia and New Zealand
Tristan has more than 25 years’ tax experience in organisations such as the Australian Taxation Office, PwC, CCH and HLB Mann Judd. He was the national tax director at Crowe Horwath immediately before joining Chartered Accountants ANZ. His role required a good working knowledge of tax and risk issues for mid-tier accounting firms operating in the small to medium enterprise (SME) sector. Tristan’s expertise is in company and trust taxation for SMEs and high net worth clients.
DateLocationVenue
8-9 March 2021NewcastleNovotel Newcastle Beach
5 King street, Newcastle
8-9 March 2021Sunshine CoastTBC

11-12 March 2021Port MacquarieMercure Centro
103 William Street, Port Macquarie
11-12 March 2021BrisbaneChartered Accountants ANZ
Level 13, 1 Eagle Street, Brisbane
15-16 March 2021Gold CoastIntercontinental Sanctuary Cove Resort
Manor Circle, Sanctuary Cove

16-17 March 2021DubboQuality Inn Dubbo
165 Whylandra Street, Dubbo
18-19 March 2021Coffs HarbourC.ex Coffs
Vernon Street, Coffs Harbour
22-23 March 2021TamworthPowerhouse Hotel
248 Armidale Road, Tamworth
23-24 March 2021CairnsNovotel Cairns Oasis Resort
122 Lake Street, Cairns
25-26 March 2021 AlburyAtura Albury
648 Dean Street, Albury

Note: CA ANZ will continue to monitor government safety advice regarding COVID-19. We hope to bring you this workshop at your local venue, face to face. Should government advice change, this event will run as a virtual classroom and you will be given the option to attend online or receive a full refund.
Price:
2 Day Program | Tax, Super and FBT
  • Member: $698
  • Non member: $837
Discounts:
  • Group: A group registration of 3 or more people will receive a 15% discount
  • Regional Discount: Members working 125km from the event venue are eligible for a Regional Discount. Please contact lifelonglearning@charteredaccountantsanz.com.

EVENT DETAILS


Topic: Financial Advisory and Superannuation, Tax

Sub-Topic: Self-Managed Superannuation Funds, State/Territory Taxes, Tax Administration

Format: Workshop

Proficiency Level: Intermediate, Advanced

CPD: Upto 11.5 hours