Summer Tax and Super School Workshop 2021
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 (check the Agenda tab for more details about the program).
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.
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.
| SESSION | DESCRIPTION | LEARNING OUTCOMES |
| DAY 1: Session 1 | Tax & Super Learning Outcomes Post-Budget tax & superannuation update This update covers key tax and superannuation developments, including cases, legislation, ATO rulings, publications and other announcements – as well as an in-depth analysis of the government’s tax policy post the 2020 Federal budget. | On successful completion of this topic, participants should be able to: |
| DAY 1: Session 2 | Tax & Super Learning Outcomes Franking account issues & dividend planning, including company loss carry-backs This session explores the definition of what is a base rate entity and the issues this definition may generate. It also explains the franking implications of the BRE system, including how a company may have to apply one tax rate to calculate its tax payable and another rate of tax for franking purposes within the same financial period. It also examines the implications of the newly announced loss carry-back rules as they pertain to base rate entities | On successful completion of this topic, participants should be able to: |
| DAY 1 : Session 3 | Tax & Super Learning Outcomes Revisiting small business restructure rollovers This session provides a detailed examination of small business restructure rollovers and includes a practical discussion of the key issues, eligibility conditions and roll-over relief measures. | On successful completion of this topic, participants should be able to: -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. |
| DAY 2: Session 4 | Tax & Super Learning Outcomes Contemporary issues for practitioners This session explores some of the key considerations for practitioners in the current environment and includes a discussion on tax issues pertaining to discretionary trust distributions, deregistered companies and government stimulus measures. | On successful completion of this topic, participants should be able to: |
| DAY 2: Session 5 | Fringe Benefits Tax Learning Outcomes FBT & COVID-19 This session provides a detailed examination FBT issues relating COVID-19 situations, including analysis of the ATO concessions in this space. | On successful completion of this topic, participants should be able to: |
| DAY 2: Session 6 | Fringe Benefits Tax Learning Outcomes General FBT issues This a very practical session that focuses on 4 case studies covering cars, car parking, entertainment and expense payment fringe benefits | On successful completion of this topic, participants should be able to: |
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.
| Date | Location | Venue |
| 8-9 March 2021 | Newcastle | Novotel Newcastle Beach 5 King street, Newcastle |
| 8-9 March 2021 | Sunshine Coast | RACV Noosa Resort 94 Noosa Drive, Noosa Heads |
| 11-12 March 2021 | Port Macquarie | Mercure Centro 103 William Street, Port Macquarie |
| 15-16 March 2021 | Gold Coast | Intercontinental Sanctuary Cove Resort Manor Circle, Sanctuary Cove |
| 16-17 March 2021 | Dubbo | Quality Inn Dubbo 165 Whylandra Street, Dubbo |
| 18-19 March 2021 | Coffs Harbour | C.ex Coffs Vernon Street, Coffs Harbour |
| 22-23 March 2021 | Tamworth | Powerhouse Hotel 248 Armidale Road, Tamworth |
| 23-24 March 2021 | Cairns | Novotel Cairns Oasis Resort 122 Lake Street, Cairns |
| 25-26 March 2021 | Albury | Atura Albury 648 Dean Street, Albury |
| 29-30 March 2021 | Brisbane | Chartered Accountants ANZ Level 13, 1 Eagle Street, Brisbane |
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.
2 Day Program | Tax, Super and FBT
- Member: $698
- Non member: $837
- 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