TaxBanter Tax Workshop Sydney 2024

Our essential Sydney tax brief and Special Topic workshops are designed for smaller practices and sole practitioners to bring you up to speed!

Our workshop will keep you up-to-date with the latest tax changes while you earn valuable CPE/CPD hours.

The sessions will consist of a tax update and special topic.

Attendees will be updated on recent tax issues and learn about the practical impact of recent tax changes. You’ll also learn how to apply the changes in a client context and discover how to recognize planning opportunities as a result.

The sessions will also provide a practical and detailed analysis of a topical area of tax law or practice.

Friday, 16 February 2024	8:30am-10:00am
Friday, 15 March 2024	8:30am-10:00am
Friday, 19 April 2024	8:30am-10:00am
Friday, 17 May 2024	8:30am-10:00am
Friday, 21 June 2024	8:30am-10:00am
Friday, 19 July 2024	8:30am-10:00am
Friday, 16 August 2024	8:30am-10:00am
Friday, 20 September 2024	8:30am-10:00am
Friday, 18 October 2024	8:30am-10:00am
Friday, 15 November 2024	8:30am-10:00am
Friday, 20 December 2024	8:30am-10:00am

FPA Accreditation TBSYD2024
Total 1.5 CPD Hours

What we cover

October Special Topic

November Special Topic

December Special topic

Join us each month as we deliver an insight into the current tax landscape. What's changing, and what has been proposed?

You'll learn how to apply these changes in a client context and discover how to recognise planning opportunities as a result.

Tax Briefs cover important tax issues such as:

Income tax, including CGT
Other taxes such as GST and FBT
Superannuation
Tax administration
State taxes

Estate planning: Planning for a better tax outcome

Asset protection (and tax) is foremost when considering strategies for accumulating and holding assets.

Planning for how those assets are to be transferred to the next generation requires consideration, not only of likely tax consequences, but also of strategies to guard against disputes.

This session will consider the tax implications of various estate planning strategies for dealing with:

The family home / holiday house
Superannuation interests
Loans to family members
Bequests of valuable assets
Control of the family business

All TaxBanter tax training qualifies as eligible CPE/CPD hours.

CPD/CPE: 1.5 hours

Catching up with the residency rules

Proposals to change the tax residency rules have been under consideration for several years, even as the Courts have clarified the application of our existing rules. In this session, we’ll examine:

The current residency rules for individuals and entities
The proposed changes to the residency rules for individuals and entities
How Australia's double tax agreements (DTAs) interact with the residency rules in the Tax Act

All TaxBanter tax training qualifies as eligible CPE/CPD hours.

CPD/CPE: 1.5 hours

Tax implications of crowdfunding

Crowd-sourced funding (CSF) is widely used by individuals and businesses. CSF is a financial service subject to a regulatory framework implemented to protect the public and investors. In this session, we’ll review:

The regulatory framework for the CSF industry and companies fundraising using CSF
The tax and GST implications of CSF and the ATO’s crowdfunding models for:
Businesses
Individuals – for private purposes
Case studies

All TaxBanter tax training qualifies as eligible CPE/CPD hours.