TaxBanter Tax Workshop Melbourne CBD
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.
| Thursday, 10 August 2023 | 4:00pm-6:00pm |
| Thursday, 14 September 2023 | 4:00pm-6:00pm |
| Thursday, 12 October 2023 | 4:00pm-6:00pm |
| Thursday, 9 November 2023 | 4:00pm-6:00pm |
| Thursday, 14 December 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
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
Tiffany Douglas
Senior Tax Trainer, TaxBanter
Tiffany has over 25 years experience in the tax profession undertaking roles within accounting firms (including the Big 4), corporates (including multinationals) and tax education/advocacy. Over this time, she has managed client portfolios, in-house tax functions and has also worked as both a tax technical writer and workshop/seminar presenter.
Tiffany’s outside interests include travelling, reading and keeping fit.
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.
workshop
TaxBanter Tax Workshop Melbourne CBD