• Home
  • Winter Tax & Super School Workshop

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. 


This is an annual event held in city and regional locations across the country. It was traditionally only held in regional locations.

We recognise the hardship our Townsville members have experienced with the recent flood event. CA ANZ would like to offer those members based in Townsville a 50% discount. Enter the following discount code prior to payment CAANZTOWN50. 
Winter Tax and Super School (WTSS) will reach 21 locations in 2019– so there will be plenty of opportunities around the country to attend and engage.

Whether you are a practitioner, advisor or an accountant, WTSS 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 breakfast, lunch and post-workshop drinks.   

The event provides delegates with the following opportunities:
  • It is a highly interactive two-day workshop, day 1 focuses on tax and day 2 focuses on superannuation.
  • One of our Senior Tax & Superannuation Trainers will provide attendees with the most relevant, current and practical information that they need to stay up-to-date on tax, superannuation and financial advisory services. 
  • This event will assist attendees in actively dealing with common issues that their clients may face.
  • It will also provide attendees with a valuable networking opportunity with other local practitioners.
  • An opportunity to get all their tax and super updates in the one location.

We recognise the hardship our Townsville members have experienced with the recent flood event. CA ANZ would like to offer those members based in Townsville a 50% discount. Enter the following discount code prior to payment CAANZTOWN50. 

2019 WORKSHOP OUTLINE

DAY 1 – TAX


Post-election tax update 
  • Latest legislation
  • Latest cases
  • Latest rulings and announcements
  • Analysis of the government’s tax policy post 2019 Federal election 

Practical issues involving base rate entities 
  • Basics of BRE rules – getting the job done
  • Dividends flowing through trusts and into bucket companies
  • Asset sales and possibility of saving 2.5% by selling before 30 June. 
  • Dividend and franking credit planning
  • Can a company run out of retained earnings necessary to pass-on franking credits? 

New anti-phoenixing rules affecting companies and advisors 
  • GST and Director Penalty Notices (DPNs)
  • Restructuring company assets to avoid making payments to ATO
  • Restructuring a director’s assets to avoid making payments under DPNs
  • Pedley’s case regarding the order of composite payments across various tax accounts
  • Latest case on 3rd party garnishee notices

Post election tax planning: Company vs trust 
  • When to choose a trust as a business vehicle
  • When to choose a company as a business vehicle
  • Impact of possible Division 7A reforms 

Important changes regarding share transactions 
  • New company loss rules
  • Sales of shares and Division 152 changes



Day 2 – SMSF


SMSF Update
  • Latest legislation
  • Latest cases
  • Latest rulings and announcements
  • Analysis of the government’s tax policy post 2019 Federal election and how this effects SMSFs 

SMSFs in the New Super Landscape 
Overview of each topic below
  • Contributions – The latest on concessional, non-concessional, downsizer and CGT cap amounts
  • Pensions and lump sums – The latest on retirement phase income streams, TRIS and lump-sum withdrawals
  • Death – What has changed in the new super landscape?
  • Who controls the SMSF? – With the Baby Boomer and ‘Silent’ Generations ageing, who actually controls the SMSF assets on death/incapacity?

Reporting in the new super landscape 
A detailed look at the new reporting obligations for SMSF including tips on managing the reporting process for your client. We will cover:
  • Reporting over $1m
  • Reporting under $1m
  • Application of the reporting rules to two Case Studies

Case Study One – Lifecycle of an SMSF and other retirement vehicle, bucket company 
In this detailed Case Study, we will have a close look at contributing into super using the CGT cap amount off the back of a business sale by a family trust. The scenario also looks at the tax implications of investments in super post the 2019 Federal election wash-up as well as using a ‘bucket’ company as a retirement vehicle to compliment assets in super

Case Study Two – Lifecycle of SMSF and other retirement vehicle, holding company 
In this detailed Case Study, we will have a close look at contribution into super using the downsizer CGT cap amount off the back of the sale of a residential property. The scenario also looks at the tax implications of investments in super post the 2019 Federal election wash-up as well as using a holding company as a retirement vehicle to compliment assets in super

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 - 20% discount
Group (3+) - 15% discount

Two Day Workshop
Member - $940
Non-Member - $1,128
Regional - 20% discount
Group (3+) - 15% discount

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