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IQ Graduate | Working with Investment Income

Graduate IQ-1. Where to start on the I return - working with investment income.

The essential information to help correctly manage investment income when preparing a client’s income tax return - interest income, dividend income, managed fund income and deductions against investment income.

This course is available as part of the Accounting Graduate IQ Program.

1.25 CPD Hours (Tax) including Q&As

Accreditation 022400
Total 1.25 CPD Hours

What we'll cover

How long do I have to complete the course

We'll cover all the things that we wish we knew when we were graduates and test your knowledge with Q&As throughout.

Where to start when preparing an ‘I return’
Interest income and what to watch out for
- Interest earned by non-residents
- No withholding tax deducted
- Deductions against interest income
Dividend income
- Franking credits
- No withholding tax deducted
- Deductions against dividend income
- Selling or redeeming shares
Managed fund income
- What is it and managing the tax return
- Working with capital gains from a managed fund
- Non-taxable amounts
Deductions against managed fund income

Each course will remain accessible to you (the registered person) until you access it for the first time. Once accessed (when you click on ‘go to course’) you have 3 months to complete it.

Karen Vella

Tax Training Team Leader, TaxBanter

Karen has over 25 years experience in the tax profession, first as a practitioner and more recently as an educator. She trained with the Big Four and initiated her own successful small practice before moving to Hayes Knight as a Partner.

Prior to joining TaxBanter, she spent many years as a trainer and technical writer for Webb Martin Training, and then most recently TaxBytes. She is also a regular presenter and consultant for Knowledge Shop.

Karen loves to talk tax. She has provided tax training to clients ranging from the Australian Taxation Office to accounting firms, both large and small. Her specialty is translating complex content into something meaningful, engaging and practical for her clients, no matter their level of experience.