TaxBanter Tax Workshop Mitcham
Our public tax workshops are designed for smaller practices and sole practitioners, covering a monthly Tax Update and Special Topic.
Our workshops 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 recognise 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, 25 August 2023 | 9:00am-11:00am |
| Friday, 22 September 2023 | 9:00am-11:00am |
| Friday, 20 October 2023 | 9:00am-11:00am |
| Friday, 24 November 2023 | 9:00am-11:00am |
| Friday, 15 December 2023 | 9:00am-11:00am |
Tax Update
Join us each month as we review 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 Updates cover important tax issues such as:
- Income tax, including CGT
- Other taxes such as GST and FBT
- Superannuation
- Tax administration
- State taxes
Tax issues for Professional practices
- Why professional practices are treated differently to other businesses
- The relevance of the personal services income rules
- Profit splitting and profit allocation arrangements acceptable to the ATO
- The employee contractor distinction
- Payroll tax implications for structuring professional practices
Cryptocurrency … in the tax net
- What are cryptocurrency and digital assets
- Applying the ordinary income tax and CGT tax rules to digital asset
- Working out whether your client is an investor, trader or just using the assets for personal use
- Your client’s record keeping obligations in relation to digital assets
- Advising your client about what data is available to the ATO about cryptocurrency to match lodged returns
Stacey goes to London
Your client is heading overseas – this case study-based topic examines the Australian tax implications of:
- A resident taxpayer deriving foreign income which is subject to foreign income tax
- Becoming a non-resident – changes to tax rates and CGT I1
- Selling a CGT asset – calculation of the CGT discount
- Becoming a resident again
- Selling a main residence with both non-resident and non-main residence days
Div 7A – A refresher
- A refresher on the core rules of Div 7A
The tax professional and ethical obligations
With verifiable ethics training a requirement of some professional associations, this topic examines what it means to be a professional and the source of the ethical standards, specifically looking at:
- When an accountant risks compromising the duty of acting honestly and with integrity
- Why a tax agent’s failing to attend to their own taxation affairs is viewed as a breach of professional conduct
- How a tax agent who has always acted for a couple can manage a conflict of interest when dealing with the taxation affairs of one of them after the couple divorces
- Why an accountant cannot act as an auditor of their own SMSF
Deb Ghuliani
Senior Tax Trainer, TaxBanter
Deb joined the tax training industry after 13 years in Corporate tax at a Big 4 CA practice. Her high level of tax consulting experience and lively personality combine to ensure that clients receive an informative yet entertaining training session.
Deb has practical experience in dealing with tax issues affecting many industries, particularly manufacturing, telecommunications and resources. Deb also has significant experience in relation to international tax matters resulting from her 4 year secondment to the M&A division of the London office of the Big 4 CA firm where she worked and a 1 year secondment to an Australian subsidiary of a global listed multinational group.
Brian Kamenetzky
Senior Tax Trainer, TaxBanter
Brian has more than 30 years’ experience as a professional tax trainer. He practised as a barrister in South Africa at the Johannesburg Bar before moving to Australia in 1986. He was formerly the National Tax Education director at Deloitte and at Ernst & Young before joining Webb Martin Training in 1998.
During his time at Webb Martin Training, Brian delivered more than 5,000 sessions Australia wide, in capital cities and regionally to public accountants in practice and commerce. Brian joined Cyntax in 2007, and made the move to Taxbanter in July 2011. To date, Brian has delivered more than 8,000 training sessions. His colourful presentation style, combined with his extensive knowledge of tax and enthusiastic delivery, ensures high-quality sessions. The accounting profession recognises Brian as a leading tax trainer.
George Housakos
Senior Tax Trainer, TaxBanter
George has over 25 years in the tax profession, including 20 years at the Australian Taxation Office, specialising in Disputes and Interpretative Advice. He also has significant experience in training and assessment roles in the TAFE sector. George is highly regarded for providing practical and pragmatic taxation and superannuation advice.
workshop
TaxBanter Tax Workshop Mitcham