With a local and topical line-up of sessions and presenters, the Local Tax Club Series will deliver quintessential and hot topics which affect you and your clients.
This series includes 5 sessions delivered locally to you. With each session featuring a specialist tax topic presented by experts in their fields and a monthly tax update to keep you abreast of Australia’s ever changing tax legislation, being part of your Local Tax Club will not only keep you on top of the latest tax knowledge but will connect you with your peers, and fellow members of your tax community.
Take advantage of our subscription package, with special discounts and incentives for Local Tax Club Series subscribers as well as making registrations for the year much easier.
To register for a single session please complete the registration form on the brochure and email to customeradmin@taxinstitute.com.au
Event Details
Final 2 sessions!
$ 150 (member)
$ 200 (non member)
1 March 2023
5:30 PM - 7:00 PM
1.50 CPD hours
As we head into FBT EOY season we hear from our leading employment tax experts on the tips and traps to be aware of to assist you and your SME clients.
Speakers
Von Doyle, Vialto Partners
Tom Back, Vialto Partners
The above speakers will also present the Tax Update of the month.
2 May 2023
5:30 PM - 7:00 PM
1.50 CPD hours
This session will provide insights into common GST issues arising in practice, including:
Speakers
Philip Shepherd, CTA, KPMG
Anna Chong, CTA, KPMG
The above speakers will also present the Tax Update of the month
1 August 2023
5:30 PM - 7:00 PM
1.50 CPD hours
The session will focus on some of the most topical issues currently affecting expats, dispelling myths and highlighting areas of uncertainty. This includes:
Speaker:
Ben Turner, FTI,
Atlas Tax and Employment Tax Advisory
Tax Update Presenter:
Nick Wilkins, CTA, Wilkins Advisory
26 September 2023
5:30 - 7:30 PM
1.5 CPD hours
Division 7A has been with us for more than 25 years, yet it continues to be one of the most challenging aspects of tax law for SME practitioners. Due to popular demand following the delivery of this presentation at the Barossa Convention 2023, using practical examples, this encore session will discuss:
• Recap on the policy intent of Division 7A
• What practically changes following the ATO’s revised position on the tax treatment of unpaid present entitlements (TD 2022/11)?
• Are your clients making effective minimum yearly repayments?
− Direct set-off against a dividend
− Round-robin set-off against a dividend using journal entries
• Consequences of failing to make effective minimum yearly repayments
• What happens when you take on a new client and discover debit loans have not been treated correctly?
Speaker: Robyn Jacobson, CTA, The Tax Institute
Tax Update Presenter: Nick Wilkins, CTA, Wilkins Advisory
28 November 2023
5:30 - 7:30pm
1.5 CPD hours
The session will cover practical tips and traps in applying for probate and letters of administration with a particular focus on disclosure of assets and liabilities and common tax themes, such as:
• Key requirements for applications for probate and letters of administration
• Disclosure requirements for assets and liabilities, in particular:
− Land
− Superannuation interests
− Shares in private companies
− Loan accounts / UPEs
− Assets held as trustee
− Interests in deceased estates
− Subsequent disclosure of inaccurately described or additional assets
− Registrar’s Certificates
− Tax considerations for deceased estates
− Pre-CGT assets
Speaker: Brian Paris, Wallmans Lawyers and Jessica Stimson, ATI, Wallmans Lawyers
Tax Update Presenter: Jessica Stimson, ATI, Wallmans Lawyers
Contact our partnerships team to find out more about becoming a sponsor.
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