TaxBanter Tax Workshop Chatswood

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, 16 August 20238:30am-10:30am
Wednesday, 20 September 20238:30am-10:30am
Wednesday, 18 October 20238:30am-10:30am
Wednesday, 15 November 20238:30am-10:30am
Wednesday, 20 December 20238:30am-10:30am
What we cover
August Special Topic
September Special Topic
October Special Topic
November Special Topic
December Special Topic

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

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.

Meng Lee

Senior Tax Trainer, TaxBanter

Meng has over 18 years of experience in the tax profession. Prior to joining Taxbanter, he was a tax trainer with Chartered Accountants Australia and Webb Martin Training. Meng has provided comprehensive tax training to clients ranging from the Australian Taxation Office, the Big 4, large mid-tier accounting firms and small medium accounting practices.

He was also a regular presenter for Chartered Accountants Australia at their public forums and tax seminars. Meng has also previously worked for CCH Australia where he contributed to well-known tax publications such as the Australian Federal Tax Reporter and the Australian Master Tax Guide. Having worked as a tax manager with a mid-tier accounting firm, Meng not only has considerable technical expertise but a practical understanding and approach to teaching tax courses.

workshop

TaxBanter Tax Workshop Chatswood