Winter Tax & Super School | Virtual Classroom


This highly interactive virtual workshop will be broken up into four consecutive half days and promises to once again deliver relevant and high-quality content. Facilitated by one of 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 virtual classroom to your clients.

By participating in our Winter Tax and Super School virtual classroom, 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.
This highly interactive virtual workshop will be broken up into four consecutive half days and promises to once again deliver relevant and high-quality content. Facilitated by one of 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 virtual classroom to your clients.

By participating in our Winter Tax and Super School virtual classroom, 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.

Whether you are a practitioner, advisor or an accountant, WTSS 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.

Attendees will walk away with a detailed workbook and pre-recordings of each session to act as a reference in actively dealing with your client affairs back home.

For a detailed outline of the program, select the Agenda Tab
 
Would you like to take part in this workshop face to face?  
Details regarding workshop locations and dates will be announced in the next week. An update will be announced very soon.

Benefits of attending
  • CA ANZ 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. 
  • Attendees will walk away with a detailed workbook and pre-recordings of each session to act as a reference in actively dealing with your client affairs back home. 
  • This highly interactive workshop will assist attendees in actively dealing with common issues that their clients may face.
  • By participating in our Winter Tax and Super School 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.

Virtual Classroom Program

Day 1
Time (AEST)Session Details
1pm - 2.30pm

Post-budget tax update
Get up to date with the latest and most important developments in tax, including recent and proposed legislative changes arising from the Federal Budget 2021-2022.

  1. On successful completion of this topic, participants should be able to:
    Explain recent and proposed key tax measures
  2. Outline the status of legislation and other guidance in respect of these measures.
2.30pm - 2.45pmBreak
2.45pm - 4.15pmContrasting income streams
On successful completion of this topic, participants should be able to:
  1. Explain how the ATO views the splitting of profits from a professional practice between a principal and their family members/entities, including the broader application of Part IVA
  2. Explain how the ATO applies the PSI to a single practitioner operating through a practice entity.
  3. Explain how the ATO treats a passive income stream from a rental property owned by a company.
  4. Contrast the outcomes in the above 3 situations to appreciate a broader concept of business for taxation purposes.

 

Day 2
Time (AEST)Session Details
1pm - 2.30pm

Asset Protection

On successful completion of this topic, participants should be able to:

  1. Identify the essential differences between tax planning and asset protection planning
  2. Explain the general asset protection issues with respect to companies
  3. Explain the general asset protection issues with respect to trusts
  4. Explain basic concepts of asset protection strategies.

    2.30pm - 2.45pmBreak
    2.45pm - 4.15pmLiving with practical Compliance Guide 2021/D2

    On successful completion of this topic, participants should be able to:
    1. Determine if the transitional rules within PCG apply to a professional services practice
    2. Explain how the "bands" within the PCG operate and determine the "score" for a principal of the professional services practice
    3. Explain the implications of falling within any of the "Low", "Moderate" or "High" risk categories
    4. Develop a plan to live within PCG 2021/D2

     

    Day 3
    Time (AEST)Session Details
    1pm - 2.30pm

    Post-Budget Superannuation Update

    Get up to date with the latest and most important developments superannuation, including recent and proposed legislative changes arising from the Federal Budget 2021-2022. 

    On successful completion of this topic, participants should be able to:

    1. Explain recent and proposed key superannuation measures
    2. Outline the status of legislation and other guidance in respect of these measures

      2.30pm - 2.45pmBreak
      2.45pm - 4.15pmCan we walk away from the 12 month discount?

      On successful completion of this topic, participants should be able to:
      1. Identify when it may be economically viable to hold valuable assets within a company
      2. Explain why a corporate beneficiary should be transformed from a lending company into an investment company
      3. Explain how to use a corporate entity as a vehicle to maximise benefits from the 15 year exemption in Division 152 ITAA 1997
      4. Do you buy a factory in a company or do you buy it within an SMSF?

       

      Day 4
      Time (AEST)Session Details
      1pm - 2.30pm

      Inter-generational SMSFs

      Upon completion of this topic, successful participants should be able to:

      1. Explain the mechanisms that determine who controls an SMSF
      2. Demonstrate how an SMSF can be used by multiple generations
      3. Evaluate the issues for an SMSF that holds illiquid assets
      4. Design a structure to hold property via an SMSF to facilitate transferring to the next generation
      5. Compare holding property via an SMSF with using a non superannuation entity

        2.30pm - 2.45pmBreak
        2.45pm - 4.15pmGetting ready for the superfund audits 2021

        On successful completion of this topic, participants should be able to:
        1. Identify the risks of the SMSF having insufficient documentation
        2. Explain how some NALE transactions are always income tax issues but not always an SMSF audit issue
        3. Explain how the concept of materiality is irrelevant for SIS Act prohibited transactions
        4. Contrast when an auditor must lodge a Contravention Report from when an auditor may lodge a Contravention Report
        5. Explain the concepts of the Civil Penalty regime for SMSF trustees
        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 

        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 Classroom
        We will be holding virtual classrooms over four consecutive half days

        GroupDate
        Group 1Monday 5 to Thursday 8 July 2021
        Group 2Monday 23 to Thursday 26 August 2021
        Group 3Monday 30 August to Thursday 2 September 2021

        Timings: 

        Event time (refer to your local time zone):
        1pm to 4.15pmBrisbane, Sydney, Canberra, Melbourne & Hobart
        12.30pm to 3.45pmAdelaide & Darwin
        11am to 2.15pmPerth


        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. 

         

        Pricing and Discount:
         
        Member | $698
        Non Member | $837
         
        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: Business Mindset, Financial Advisory and Superannuation, Future Focused, Reporting, Tax

        Sub-Topic: Business Tax, Employment Taxes - PAYE, PAYG & FBT, Future of Business, GST, Income Tax, International Tax, Presentation, Risk Management, Self-Managed Superannuation Funds, State/Territory Taxes, Strategy, Superannuation, Tax Administration

        Format: Virtual Classroom

        Proficiency Level: Intermediate, Advanced

        CPD: Upto 12 hours