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Summer School Online | Income Tax, Super & FBT


Our Winter Tax & Super School has evolved to bring you our brand-new Summer School Online. Combining two of our most popular sessions, to offer you high quality, relevant tax and superannuation training. 
With the integration of our Fringe Benefits Tax Workshop, this year’s brand-new Summer School features Income Tax, Super & FBT, all in one interactive virtual classroom.

Taking place from 22 February to 26 February 2021, this new virtual format provides you with the opportunity to tailor your own learning. Choose between tax and superannuation training, FBT training or combine both for a discounted rate.  

Get all your tax and super updates online and explore common client scenarios via interactive case studies. 

Would you like to take part in this workshop face to face?  

In addition to our virtual classrooms, Chartered Accountants Australia and New Zealand will also be bringing Summer School to you as a face to face workshop in March 2021, which will be finalised in the coming weeks.  

The locations of these workshops include Albury, Brisbane, Cairns, Coffs Harbour, Dubbo, Gold Coast, Newcastle, Port Macquarie, Sunshine Coast, Tamworth.  

If you are interested in attending one of these locations register here
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 
Peter McGinty, Senior Tax & Superannuation Trainer, Chartered Accountants Australia & New Zealand
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 & 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.
Virtual Classroom Dates:
Choose between our 2 day Virtual Classroom on Tax & Super or FBT, or attend our 3 day Virtual Classroom that combines Tax, Super & FBT.

Group 1: Tax, Super & FBT Virtual Classroom
Monday 22 February to Wednesday 24 February 2021
9am - 1.30pm (AEDT)
CPD: Up to 11.5 hours

Group 2: FBT Virtual Classroom
Monday 22 & Tuesday 23 February 2021
2.30pm - 4.30pm (AEDT)
CPD: Up to 4 hours

Group 3: FBT Virtual Classroom
Thursday 25 & Friday 26 February 2021
9am - 11.30am (AEDT)
CPD: Up to 4 hours

Group 4: Tax & Super Virtual Classroom
Thursday 25 & Friday 26 February 2021
12.30pm - 5pm
CPD: Up to 7.5 hours


1. Preparing for the Zoom Session:
24 hours prior to session start time you will receive and email to register your details to give you access to the Zoom Session. Ensure you enter your first name, last name and email address as entered in your CA ANZ event registration. If you do not receive the Zoom Session link email to your inbox ensure you check your spam/junk mail folder.

Approximately 15-30 minutes prior to session start time (relevant to your local time zone), ensure you have the software or application installed. When connecting on computers you will be prompted to download the software for Zoom if you have not already. To download, click on the link that you have been provided to join the session, it will take only 2-3 minutes to download. If you are planning on watching it on your phone, please download the Zoom application.

Please note: If you are accessing this event from your place of work, it is imperative to check that you are able to access the Zoom platform. You may need to use a personal device.

2. Accessing the Zoom Session: On receipt of Zoom Session Link email (refer 1. Preparing for the Zoom Session) follow the link to access session.

3. Recording information: If the session is being recorded, the recording link will be sent within 24-48 hours after the live presentation. However, you will need to connect to the live webcast via the link above to get verifiable CPD Hours.
Pricing and Discount:

Package:Pricing:
Full Programme | 3 Days | Tax, Super & FBT 
CPD: Up to 11.5 hours
Member: $698
Non Member: $837
2 Days | FBT
CPD: Up to 4 hours
Member: $264
Non Member: $316
2 Days | Tax & Super
CPD: Up to 7.5 hours
Member: $495
Non Member: $594

Discounts:
  • Group: A group registration of 3 or more people will receive a 15% discount*
    *Cannot be used with any other discounts



Registration close 24 hours prior to event start time. 

Email to use for CA ANZ event registration 
Members must register using your primary email address nominated on your CA ANZ member profile (the email address in which this email has been received at) to ensure you are charged at the correct registration rate and that your CA ANZ member profile will reflect the event registration, your designation, event attendance and applicable qualifying hours.

Check your Junk/Spam Folder 
CA ANZ Registration Reminder and Zoom Session Link email will be issued approximately 24 hours prior to the session start time. If you do not receive this email to your inbox ensure you check your spam/junk mail folder. If you still have no success in locating the email please contact the region delivering the session via email at Events@charteredaccountantsanz.com to obtain the details.

Disclaimer
Please note that this event may be recorded by Chartered Accountants Australia and New Zealand (CA ANZ). In that case, this recording will be used by CA ANZ for various purposes, including publishing and distributing it online, promoting its activities, in CA ANZ’s advertising material, on social media and anywhere on CA ANZ’s website. 

By registering for this event, you acknowledge and agree that, as a participant of this session, your name will be visible to other participants. Please note that your image will not be visible to other participants. 

Please note that your image will not be visible to other participants. The CA ANZ Privacy Policy is available from charteredaccountantsanz.com. If you would like to discuss this further, please contact Events@charteredaccountantsanz.com.

Event questions
Contact the regional office hosting the event via email at Events@charteredaccountantsanz.com

EVENT DETAILS


Topic: Tax

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

Format: Virtual Classroom

Proficiency Level: Intermediate, Advanced

CPD: Upto 11.5 hours