TaxBanter Tax Workshop Frankston
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.
| Wednesday, 23 August 2023 | 4:00pm-6:00pm |
| Wednesday, 20 September 2023 | 4:00pm-6:00pm |
| Wednesday, 18 October 2023 | 4:00pm-6:00pm |
| Wednesday, 22 November 2023 | 4:00pm-6:00pm |
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
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.
Roelof Van Der Merwe
Senior Tax Trainer, TaxBanter
Just before joining TaxBanter as Senior Tax Trainer, Roelof was the National Tax Director of two top 10 firms in Australia for about a decade. Prior to that, Roelof gained experience in Big 4 and other mid-tier firms. He has over 19 years experience delivering practical tax and consulting services in Australia.
Roelof’s passion is to help ensure our clients stay up-to-date with the latest developments by interpreting technical tax information in a practical and relevant manner. He has experience on a wide variety of complex tax related topics and has the ability to identify, understand and clearly communicate how the tax law may impact business transactions and taxpayers.
Craig McCormick
General Manager, TaxBanter
Craig is an experienced finance and management professional with a background in leading high performance teams and driving business performance. He is responsible for leading the Taxbanter business across its Australian national operations which covers every state and territory and major regional centres.
Craig’s prior experience includes a national leadership role with a large mid-tier accounting group and CFO roles with high growth companies and management roles with large global listed groups.
Outside of work, Craig is a volunteer surf lifesaver and enjoys spending time with family and friends. He also participates in triathlons and distance running.
workshop
TaxBanter Tax Workshop Frankston