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Winter Tax & Super School Workshop


This highly interactive two-day workshop delivers relevant and practical content. Facilitated by one of our Senior Tax and Superannuation Trainers, you will be provided with practical knowledge via a comprehensive case study that will tie together the content covered across both days. 

THE 2018 EVENT HAS NOW CONLUDED.

REGISTRATIONS FOR THE 2019 EVENT WILL OPEN IN APRIL 2019.


Whether you are a practitioner, advisor or an accountant, this event will position you at the centre of the ever-changing tax, superannuation and financial advisory services landscape and will empower you with the latest key industry developments to keep you ahead of the game.

Attendees will walk away with a detailed workbook and materials to act as a reference in actively dealing with your client affairs back home, while also providing a valuable opportunity to network with local practitioners and expert presenters over lunch and breaks.  




2018 WORKSHOP OUTLINE

DAY 1 – TAX


Tax update
This quarterly tax update will provide you with all the latest legislative and regulatory tax developments, case law, rulings and other ATO publications and announcements. Everything you need to give your clients the best advice based on the most current, high-quality information available. 

Trusts: Getting the basics right 

  • Why client’s must have a copy of the trust deed
  • Foreign beneficiaries and residential properties
  • Does the trust really need to be ‘fixed’?
  • Understanding the importance of the appointer

Tax accounting for trusts 
  • Lewski’s case aka “The son of Bamford’s case”
  • Using accounting profits as a concept of distributable income
  • Using S.95 income as a concept of distributable income
  • Understanding why sub-accounting in beneficiary accounts is important

Trusts: Unusual problems 
  • Revaluing trust assets and distributing the revaluation reserve
  • Distributing profits to loss trusts
  • Structuring with trusts
  • Non-family members using trust property



DAY 2 – SMSF FOCUS


SMSF update
This quarterly SMSF update will provide you with all the latest legislative, regulatory and other developments in the industry with a focus on the changes to superannuation stemming from the 2018 Federal Budget. Everything you need to give your clients the best advice based on the most current, high-quality information available.

Contributions and strategies in the new super landscape 

  • The new downsizing contribution from 1 July 2018
  • The CGT cap and $1.6m balances
  • Using re-contribution strategies
  • TRIS strategies post 1 July 2017
  • Living with CGT relief elections
  • Multiple funds and the operation of Part IVA

Pensions and lump sums in the new super landscape 
  • Retirement phase income streams & TRISs
  • Defined benefit income schemes
  • The ‘retirement’ condition of release
  • Common errors with Transfer Balance Accounts
  • Lump sums and the Transfer Balance Account

Death in the new super landscape 
  • The Transfer Balance Account and Death
  • Retirement phase income streams and accumulation accounts on death
  • TRISs and death
  • Following super through the deceased estate
  • Assessing testamentary trusts in light of 1 July 2017 super changes
VENUES


Please click here to view all locations and venues.

CPD HOURS

6.5 hours per day 


FEES

One Day Workshop
Member - $575
Non-Member - $690
Regional - $460
Group (3+) - $518

Two Day Workshop
Member - $940
Non-Member - $1,128
Regional - $752
Group (3+) - $846

EVENT DETAILS


Topic: Financial Advisory and Superannuation, Tax

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

Format: Workshop

Proficiency Level: Intermediate, Advanced

CPD: 13 hours


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