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Tax Fundamentals Insights Series

7 September 2022 - 30 June 2023 | Online

 

 

tax_webinar
 
Tax Fundamentals Insights with TPA 

Delivered by the Tax Policy & Advocacy Team, the Tax Fundamentals Insights Series will delve into key tax matters to give you a deeper understanding, provide practical tips and traps, and bust common myths.     

The six-part series will cover: 

  • The facts of Division 7A - 7 September 2022
  • Unpacking the main residence exemption - 5 October 2022
  • Trust Fundamentals - 30 November 2022
  • Navigating the capital allowance rules - 7 March 2023
  • Understanding aggregated turnover - 20 April 2023
  • Tax time matters and year end considerations - 7 June 2023

Register for the last three webinars in one booking.

FREE FOR MEMBERS

Take advantage of the Tax Fundamental Insights Program with the TPA team to gain even more value from your membership.  

This event series is free for members and proudly sponsored by QuickBooks.

 

 

Event Details

Pricing

$ FREE (members)

$ 240 (non members)

  • When07-September-2022 - 07-June-2023
  • FormatOnline
  • CPD Hours

This members benefit webinar is proudly sponsored by:

Program

Wednesday 7 September
11.30am-12.30pm AEST

 

The complex rules in Division 7A continue to be highly relevant to SME practitioners and for private wealth clients and those operating their businesses through companies.

This session will discuss:

  • Practical tips and traps when managing loans
  • Where are we at with UPEs and sub-trust arrangements? 
  • Use of journal entries to make minimum yearly repayments
  • Issues with calculating distributable surplus.

Presenter

Robyn Jacobson, CTA, Senior Advocate

 


Wednesday 5 October 2022

11.30am-12.30pm AEDT

 

These seemingly simple rules can be very complex to unpack when applied to real-life family situations. 

This session will discuss: 

  • Rules that extend the exemption 
  • Rules that limit the exemption 
  • Tax implications of renting your home 
  • Family events, including death and divorce 
  • Where have we landed with non-residents? 

Presenter

Robyn Jacobson, CTA, Senior Advocate

Wednesday 30 November 2022

11.30am-12.30pm AEDT

 

Correctly applying the tax law to trusts requires a solid understanding of trust law fundamentals. 

This session will discuss: 

  • Trust deed issues 
  • Settlements and vesting 
  • Key tax considerations when making distributions 
  • Section 100A 
  • Trust loss provisions. 

Presenter

Robyn Jacobson, CTA, Senior Advocate

 

Tuesday 7 March 2023 

11:30am - 1:00pm AEDT

1.5 CPD hours

Understanding the interaction of the myriad of capital allowance rules is vital to correctly applying the law to your clients’ circumstances.

This session will discuss:

  • Division 40 — General depreciation rules
  • Subdivision 328-D — Simpler depreciation rules for small business entities
  • The end of temporary full expensing
  • Tax treatment on disposal of depreciating assets

Presenter

Robyn Jacobson, CTA, The Tax Institute

 

Tuesday 20 April 2023

11:30am - 1:00pm AEST

1.5 CPD hours


The concept of ‘aggregated turnover’ is relevant to many provisions in the tax law and a wide range of business taxpayers, not just small business entities. 

This session will discuss:

  • Relevance of ‘aggregated turnover’ to various provisions in the tax law 
  • general meaning of ‘aggregated turnover’ 
  • How the meaning is modified for different purposes 
  • Practical issues with determining entities that are ‘connected with’ the taxpayer and the taxpayer’s affiliates. 

Presenter

Robyn Jacobson, CTA, The Tax Institute

 

 

7 June 2023

11:30am-1:00pm AEST

Understanding the legislative changes and administrative developments that affect your clients at the end of the 2022–23 income year and the start of the 2023–24 income year is important so you can correctly advise your clients. This session will discuss:

  • What’s new for 2022–23?
  • What you need to know before year end
  • Trust distribution and Division 7A considerations
  • What changes from 1 July 2023?
  • Key ATO guidance and administrative developments. 

       


     

 

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