Special Tax Topics 2024-25 - Year-end Tax Planning

This session will address key issues for 2025 year-end planning, focusing on the most pertinent topics to help you prepare effectively. Participants will explore the write-off of trading debts as bad debts, the latest developments in Division 7A including Bendal’s case, the superannuation contribution limits for 2025, and the issues relevant to assisting trustee clients with their 2025 trust distributions.

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

• Identify the key issues related to writing off a trading debt as a bad debt
• Explain the latest developments in Division 7A, including the implications of Bendal’s case
• Outline the superannuation caps and contribution limits for 2025
• Discuss the considerations for assisting trustee clients in formulating their 2025 trust distributions.

This session forms part of the Special Tax Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun.

These sessions will:

• Ensure you get the critical knowledge you need while minimising your time out of the office.
• Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
• Help you avoid any possible traps and pitfalls
• Give you answers to the questions most relevant to you

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.