Winter Tax & Super School Workshop



This highly interactive workshop promises to once again deliver relevant and high-quality content. Facilitated by our Senior Tax and Superannuation Trainers, you will be provided with the practical know-how via real-life case studies that ensure that you can easily apply the learnings from the workshop to your clients.  

 

Whether you are a practitioner, advisor or an accountant, our Winter Tax & Super School will position you at the centre of the ever-changing tax and superannuation landscape and will empower you with the latest key industry developments to keep you ahead of the game. 

 

This year, our Winter Tax & Super School will be presented as a virtual workshop as well as a face-to-face workshop. This flexibility allows you to train in the way that suits you best. 

The virtual workshop will be broken up into 4 consecutive half days and will be facilitated by 4 of our senior tax & superannuation trainers. By participating in our virtual workshop, you will experience how we are using industry-leading techniques with polled questions, breakout rooms and whiteboards to make our virtual training immersive, interactive and even fun. 


The face-to-face workshop will be broken up into 2 full days and will be facilitated by one of our senior tax & superannuation trainers. By attending our face-to-face workshops, you will get a chance to reconnect and network with peers from your community. 

Topics covered in Winter Tax & Super School 2022:  
 

Session Name  


Session Description 
 

Post-election tax update 

Get up to date with the latest and most important developments in tax, including proposed legislative changes arising from the 2022 Federal Election. 
 

Gaslit: Trust Distributions in 2022 

This session is an intensive review of section 100A, including:

- Consideration of the original government intent when section 100A was introduced into Parliament in contrast to the current ATO interpretation of the section; 
- Reviewing the ATO media releases in 2014 and 2022, together with other comments between those years, to show the ATO has never really changed its view on section 100A 
- Case studies on common discretionary trust scenarios to illustrate potential risks under section 100A and/or Part IVA and those which are relatively risk-free. 
 

Sharing economy: Tax & GST issues 

The sharing economy continues to disrupt traditional ways of doing business and commerce.  This topic examines some common sharing economy transactions and their hidden direct and indirect tax implications. 
 

Influencers, YouTubers & gamers: The new tax frontier   

The new, digital, connected economy has created various new means of wealth creation. How Australian taxation rules apply to new economy businesses is a crucial understanding for business advisors.  
 

Post election superannuation update 

Get up to date with the latest and most important developments in superannuation, including proposed legislative changes arising from the 2022 Federal Election. 
 

Contribution Strategies for 2022/2023 

 

This topic will dive into contribution strategies for the new financial year.  We will look at the following issues: 

  

- Any legislative updates post-budget 

- What are the latest contribution limits and who can contribute what at what age 

- The work test and non-concessional contribution strategies 

- Downsizer contributions and how these can be used in conjunction with other tests.
 

Death of a Member in Retirement Phase: Paying out benefits 

This topic will consider the issues of paying out a death benefit on the death of a member in retirement phase. The issues to consider are: 
 
- How does the interaction with the Transfer Balance Cap impact on the amount of death benefits to be paid out of the SMSF; 
- What is the difference between reversionary and non-reversionary pensions; 
- Dealing with lumpy assets and meeting the “as soon as practicable” requirements 
- Strategies and planning for the payment of death benefits – what should be considered. 
 

Hidden issues of deceased estates 

This topic will explore a variety of issues that may arise from the administration of a deceased estate including the interaction with superannuation death benefits and employer payments to deceased estates. 
 

Tax risk issues for SMEs and HWIs 

The Top 500 and the Next 5000 are major audit programs of the ATO.  This topic looks at issues generated from these programs which Chartered Accountants need to consider when advising SME and HWI clients. 
 



Key Features & Benefits of Winter Tax & Super School: 

  • This workshop is designed by our senior CA ANZ tax and superannuation trainers, bringing together their extensive practical experience and senior CA ANZ representatives and industry regulators to notonly inform but break down the challengesand opportunities in tax and SMSFs in a practical way. 
  • All attendees will receive recordings of the online sessions covered in the workshop to view after the event in their own time (interactive breakout sessions will NOT be recorded). 
  • Attendees will walk away with an extensive workbook to act as a reference in actively dealing with client affairs back at the office. 

 

Continuing Professional Development Hours 

All topics covered in our Winter Tax & Super School constitute verifiable CPD for CA ANZ, have been assessed for ASIC and FASEA CPD and also meet the Tax Practitioners Board's CPE requirements. 

 

The expected CPD hours to be allocated to this workshop are as follows: 
 
CA ANZ: Up to 12 verifiable CPD hours 

FPA Legislated CPD (FASEA): Up to 7.5 CPD (General) + 4.5 (Technical Competence)  

ASIC: Up to 1.5 CPD (Tax) + 4.5 CPD (Superannuation) + 6 CPD (General) 

Tax Practitioners Board: Up to 12 CPD hours 

This year, our Winter Tax & Super School will be presented as a virtual workshop as well as a face-to-face workshop. 

Virtual workshop: 

  • This workshop will be broken up into 4 consecutive half days and will be facilitated by 4 of our senior tax & superannuation trainers.  
  • Click here for the agenda for the virtual workshop 

 

Face-to-face workshop: 
  • This workshop will be broken up into 2 full days and will be facilitated by one of our senior tax & superannuation trainers.  
  • Click here for the agenda for the face to face workshop 

 

Workshop Learning Outcomes  

After attending Winter Tax & Super School, participants should be able to: 

  • Identify the legislative and regulatory changes that may affect your clients and describe their impact. 
  • Interpret the implications of legislative and regulatory changes on client matters. 
  • Develop and formulate strategies that may assist in managing the effect of legislative and regulatory changes. 
  • Understand what tax and SMSF strategies are availablefor clients. 
  • Obtain the required practical knowledge to execute those strategies. 

This event will be presented by CA ANZ’s Senior Tax and Superannuation Trainers: 

 

Peter McGinty,Senior Tax and Superannuation Trainer, CA ANZ 

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 and Superannuation Trainer, CA ANZ 

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 aMasters of Taxationfrom the University of Sydney 

 

Tristan Webb, Senior Tax and Superannuation Trainer, CA ANZ 

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. 

 

Bruce Thomas, Senior Tax and Superannuation Trainer, CA ANZ 

Bruce Thomas Senior Tax and Superannuation Trainer 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. 

VIRTUAL WORKSHOPS

Workshops are broken up into 4 consecutive half day live online sessions

Virtual Workshop 1:  Monday 25 July to Thursday 28 July 2022 |1:00pm - 4:30pm AEST each day

Virtual Workshop 2: Monday 22 August 2022 to Thursday 25 August 2022 |1:00pm - 4:30pm AEST each day
 

Click here for the agenda for the virtual workshop 



FACE TO FACE WORKSHOPS
Port Macquarie: Tuesday 2 - Wednesday 3 August 2022 | 9:00am - 4:30pm AEST each day
Tamworth: Thursday 4 - Friday 5 August 2022 | 9:00am - 4:30pm AEST each day
Dubbo: Tuesday 30 - Wednesday 31 August 2022 | 9:00am - 4:30pm AEST each day

Specific venue details TBC.

Click here for the agenda for the face to face workshop

Pricing for this workshop:
 

Member - $698

Non member - $837


15% group discount for 3+ registrations from the same organisation 

EVENT DETAILS


Topic: Financial Advisory and Superannuation, Tax

Sub-Topic: Superannuation, Tax Administration

Format: Workshop

Proficiency Level: Intermediate, Advanced

CPD: Upto 12 hours