Summer Tax and Super School Workshop 2021


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 (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

SESSIONDESCRIPTIONLEARNING 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:
-Identify and explain the significance of the latest changes in legislation ·
-Identify and explain the significance of the latest cases, rulings and announcements
-Explain the government’s tax policy post the 2020 Federal budget and determine which measures affect your clients and how.

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:
-Explain base rate entities and changes in the company tax rate
-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.

DAY 1 : Session 3Tax & 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 4Tax & 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:
-Discuss discretionary trust distribution issues
-Explain the issues with respect to deregistered companies
-Outline tax issues with respect to the government stimulus measures.

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:
-Discuss the ATO FBT concessions for employers during COVID-19 
-Identify and explain the application of ATO concessions to employer vehicles parked at an employees premises
-Outline the key rules for the ATO FBT concessions in respect of employees working from home
-Explain the interaction of the FBT rules, the ODR and the 80 cents/hour shortcut rate in PCG 2020/3.

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:
-Explain the rules relating to car fringe benefits and apply such to a modern development
-Explain the rules relating to car parking fringe benefits and apply such to a modern development
-Apply the different FBT rules to entertainment expenditure situations
-Explain 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 CoastRACV Noosa Resort
94 Noosa Drive, Noosa Heads
11-12 March 2021Port MacquarieMercure Centro
103 William Street, Port Macquarie
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
29-30 March 2021BrisbaneChartered 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.
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