Winter Tax & Super School Workshop 2023

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 ensures 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. 


Our Winter Tax & Super Schools will be presented as virtual workshops as well as face-to-face workshops. This flexibility allows you to train in the way that suits you best. 

  1. The virtual workshops 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. 
  2. The face-to-face workshops 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. 


Key Features & Benefits of Winter Tax & Super School:

  • This workshop is designed by our senior CA ANZ tax and superannuation trainers who have extensive practical experience in this area and bringstogether senior CA ANZ representatives and industry regulators to not only inform but break down the challenges and opportunities in tax and SMSFs in a practical way.
  • Attendees will walk away with an extensive workbook to act as a reference in actively dealing with your client affairs back at the office.


Workshop Learning Outcomes

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

  • Understand the impacts associated with the latest developments in tax, including proposed changes arising from the 2023 May Federal Budget
  • Identify key tools to help clients understand the risks associated with cognitive decline and apply these in real life scenarios
  • Interpret how PSI rules apply in a variety of different business scenarios
  • Consider the issues associated with the taxation of trusts and understand the important role practitioners play in this space
  • Apply strategies to help clients address the ever-changing SMSF landscape


Continuing Professional Development Hours

All topics covered in our Winter Tax & Super School constitute verifiable CPD for CA ANZ and should 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 13 verifiable CPD hours

Tax Practitioners Board: Up to 13 CPD hours

Session Name  

Session Description 

Learning outcomes 

Session 1:  

Post-Budget Tax Update 


Get up to date with the latest and most important developments in tax and superannuation, including recent and proposed legislative changes arising from the Federal Budget 2022-2023.  


  • Explain recent and proposed key tax and superannuation measures  
  • Explain how these measures may affect your clients  
  • Outline the status of legislation and other guidance in respect of these measures 

Session 2: 

Advanced PSI 


Although the PSI rules have been in place since 1 July 2000 there still remains various pockets of misunderstanding as to how the rules apply to different types of income derived by companies and trusts. This session will consider a variety of scenarios, some line-ball and some not so line-ball, and analyze them from a PSI point of view. 

  • Describe how the PSI rules may apply to genuine 'labour-hire' style arrangements that progress from PSI scenarios 
  • Describe how the PSI rules may apply to more 'contrived' labour-hire style arrangements 
  • Describe how the PSI rules should apply to mixed-PSI family business entity scenarios 

Session 3: 

Cognitive decline, your clients, your risks 


30% of Australians aged over 80 suffer from some form of dementia. The loss of capacity across a generation that has accumulated $3.5 trillion in assets raises serious issues for individuals, their families and their trusted advisers. This session, crafted by industry experts, will provide advisers with key tools to help clients and their families through this crucial juncture. 

  • Explain the nature of cognitive decline and the legal ramifications that stem from this classification 
  • Identify common red-flags around an individuals' cognitive decline and identify potential financial elder abuse 
  • Manage client affairs where there is a risk of cognitive decline as well as actual diagnosed loss of legal capacity 
  • Apply this knowledge to realistic client scenarios 

Session 4: 

New developments in trusts 


Over the last few years, there have been many developments in the law of trusts.  While some are more about the operation of trusts – and therefore, about Trust law; other developments have been about the Taxation of Trusts.  In this session, we consider issues that look at the taxation of trusts, but also issues that involve the operation of trusts and how that may affect the tax practitioner.  This session is for practitioners who are at an “intermediate to Advanced” stage in their careers.     

  • Identifying the role of the tax agent in the context of tax planning for trusts 
  • Understanding the need for trustees to take an active role in formulating trust distribution strategy 
  • Appreciating the latest ATO views on S.100A and Part IVA when planning 2023 trust distributions 
  • Appreciating the tax issues involved in distributing CGT amounts to non-resident beneficiaries. 

Session 5: 

Sale of shares vs selective share buy-backs 

This session will examine getting capital to clients from companies in the context of share buy backs. 

  • Compare the CGT and income tax outcomes for share buy-backs under different factual scenarios. 

Session 6: 

Changing business structures through CGT rollovers 


The session will consider the following issues: 

  1. This would cover CGT rollover 122-A, SBE rollover in 328-G and Division 615 
  1. When you might use them and when you wouldn’t 
  1. Conditions of the rollovers and their consequences. 
  • Address a scenario where a client uses a 122-A rollover to change structure to a company 
  • Using Subdivision 328-G to change a business structure 
  • What role can Division 615 play in restructuring the affairs of a client?  
  • Compare the outcomes and consequences of the above rollovers 

Session 7:  

Proposed $3m total superannuation balance rule 



Session 8: 

Preparing for the SMSF Audit 


With personal liability risks for SMSF auditors on the rise, accountants are required to prepare accounts a certain way and provide auditors with a range of information (valuations etc) previously not required. This session will take a practical look at the preparation of SMSF returns with investments outside of shares and case. 

  • Identify the key issues for SMSF auditors for the 2023 return 
  • Describe the additional information requirements that stem from investments outside of listed securities and bank deposits 
  • Explain how the SMSF accounts must be prepared to the satisfaction of the auditor 

Session 9: 

SMSFs can and cannots  


With a large portion of the baby boomer client base heading into retirement, SMSF compliance should be a paramount concern for trustees and advisers alike. This session will serve as a refresher on the relevant SIS Act and Regulation rules throughout the various stages in the life of an SMSF. 

Identify allowed and prohibited behaviours at the various stages in the life of an SMSF, namely: 

  • What can and cannot be done based on the sole purpose test and fund investment strategy 
  • What can and cannot be done during the contribution stage of the SMSF 
  • What can and cannot be done during the draw-down stage of the life of the SMSF 
  • What can and cannot be done on the death of an SMSF member 

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 a Masters of Taxation from the University of Sydney . 


Lydia Kovacevich, Senior Tax and Superannuation Trainer, CA ANZ 

Lydia has over 20 years’ experience in the tax and accounting industry working for, at various times, a ‘big four’ accounting firm, a second-tier firm, a global oil and gas service company, a tax training organisation and the Australian Taxation Office. During this time Lydia acquired extensive experience in tax and accounting matters relevant to various types of entities and industries and gained a wealth of experience in writing about tax. Lydia has a strong analytical and technical ability and is very passionate about tax education.


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.  




Online virtual workshop 1 

Monday, 3 July - Thursday, 6 July 2023

4 x 1/2 days

1:00pm - 4:30pm AEST

Tamworth face to face workshop

Thursday 27th – Friday 28th July 2023

2 x full days 9:00am - 4:30pm AEST

Dubbo face to face workshop

Thursday 3rd – Friday 4th August 2023

2 x full days 9:00am - 4:30pm AEST

Port Macquarie face to face workshop

Thursday 10 – Friday 11 August 2023  

2 x full days 9:00am - 4:30pm AEST

Online virtual workshop 2

Monday 28 - Thursday 31 August 2023

4 x 1/2 days

1:00pm - 4:30pm AEST

Face to face workshop
Member rate: $775
Non member rate: $960
Virtual workshop
Member rate: $725
Non member rate: $899
15% group discount for 3+ from the same organisation is also applicable.


Topic: Financial Advisory and Superannuation, Tax

Sub-Topic: Superannuation, Tax Administration

Format: Workshop

Proficiency Level: Intermediate, Advanced

CPD: Upto 12 hours