All events South Australia Local Tax Club

Local Tax Club - Adelaide

 

 

Keep up to date with the latest developments in all areas of tax!

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 10 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.

Event Details

  • When22-February-2022 - 22-November-2022
  • FormatFace-to-face
  • CPD Hours15 (1.5 per event)

 

 

Program

22 February 2022
5:30 PM - 7:00 PM
1.50 CPD hours

Recent legislation, cases and ATO rulings are influencing tax outcomes of M&A transactions. This session will consider M&A issues and trends in the SME sector, including:

  • New due diligence matters regarding fixed asset stimulus measures
  • The capital / revenue distinction in light of the recent Clough case
  • Some differences between a share deal and an asset deal
  • The ATO’s views on the availability of certain roll-overs
  • The deductibility of transaction costs.

Speakers

Julian Lian, KPMG
Angelica Caruso, KPMG

22 March 2022
5:30 PM - 7:00 PM
1.50 CPD hours

This informative session will provide insights into the tax policy and administration matters currently in the sights of the Tax Policy and Advocacy team at The Tax Institute. Join our Senior Advocate, Robyn Jacobson, CTA, as she shares her insights and practical tips on matters that affect your clients.

The session will include a discussion on the following key matters:

  • Looking ahead to the Federal Budget 2022–23 and the Federal election
  • Tax reform: update on Case for Change
  • Recent submissions and advocacy work
  • Key pending ATO guidance and consultation

Speakers

Robyn Jacobson, CTA, The Tax Institute
Nicholas McCann, WRP

19 April 2022
5:30 PM - 7:00 PM
1.50 CPD hours

The ATO’s Next 5000 program is well underway and many medium sized private groups (and their advisors) may be surprised at the extent of these reviews. ATO teams are using data analysis tools and other information to identify private groups who (with associates) are considered to control more than $50m. The concepts of ‘justified trust’ and ‘streamlined assurance’, previously deployed to the large corporate and international sector and Top 500 private groups, are now being applied to the Next 5000.

Advisors can help their clients to prepare for a Next 5000 Review by:

  • Understanding the ATO’s expectations of tax governance, and bringing this back to a practical / commercial approach for each client
  • Anticipating the types of initial questions and likely areas of review or risk areas
  • Ensuring any complex technical positions are documented in advance
  • Applying increased diligence to the already extensive tax return disclosures, to avoid embarrassing errors.

Speakers

Sean Van Der Linden, CTA, Ernst & Young

Samantha Batt, Ernst & Young

17 May 2022
7:30 AM - 9:00 AM
1.50 CPD hours

Introductory explanations to blockchains was very 2015. The questions that your clients will ask you in 2022 will involve such things as wrapping cryptocurrencies, staking rewards and liquidity pooling. What answers will you have for them on how they can deal with these transactions for the purposes of tax, trusts and commercial law, and estate planning? Adrian Cartland and Jarod Winders will discuss practical examples with solutions and make suggestions on how various problems can be solved.

Speakers

Adrian Cartland, Cartland Law
Joseph Primerano, Cartland Law
Jarod Winders, Hopscotch Wealth

21 June 2022
5:30 PM - 7:00 PM
1.50 CPD hours

Be careful what you wish for -the ATO's long awaited draft guidance on reimbursement agreements under s.100A as well as the use of sub-trusts for managing "financial accommodation" issues under Div. 7A was releasedearlier this year, but what does this mean for your practice and your clients? Join us for the answers to these questions and much more. This session will also revisit the mechanics of the relevant provisions and explore their key features with helpful examples.

Speakers

Tarun Kumar, CTA, thnk Advisory

Alexander Noble, thnk Advisory

Harry Zhang, thnk Advisory

26 July 2022
5:30 PM - 7:00 PM
1.50 CPD hours

As we enter a new year of tax return lodgements, what are the changes we need to be alert to when preparing 2022 tax returns, where do the new and old pitfalls lie, and around which corners can we expect the ATO to be waiting?The session will cover:

  • Details of new-for-2022 changes to items/questions in ITR’s
  • New thresholds –including the effective tax-free thresholds (i.e. taking into account offsets) for individuals and seniors•Areas of concern highlighted by the ATO as being sources of most common errors
  • Trusts: Discussion of the recent draft guidance provided by the Commissioner in relation to s 100A
  • Temporary Full Expensing (TFE), Instant Asset Write Off, Simplified Depreciation Rules and Loss Carry Back: How to ensure you maximise the current tax concessions before they are removed
  • Dividend imputation issues resulting from loss carry back rules, and strategies to ensure you do not pay franking deficits tax
  • Likely ITR items identified by ATO for audit action

Speakers

Timothy Sandow, CTA, BDO

Mark D'Angelica, FTI, BDO

23 August 2022
5:30 PM - 7:00 PM
1.50 CPD hours

The residential property market has been an exciting and unpredictable landscape over the past few years. Our clients are buying, selling, renting, sub-dividing, downsizing... or at least considering these options! Things are not always as straight forward as they seem, so what are the key issues to be aware of? Come and join us as we explore the tax landscape of owning, selling and developing residential property.

Speakers

Paul Dimasi, CTA, Nexia Edwards Marshall

Karen Gregor, CTA, Nexia Edwards Marshall

20 September 2022
5:30 PM - 7:00 PM
1.50 CPD hours

25 October 2022
5:30 PM - 7:00 PM
1.50 CPD hours

22 November 2022
5:30 PM - 7:00 PM
1.50 CPD hours

       


 

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