All events Victoria Local Tax Club

Local Tax Club - Geelong

 

 

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

  • When04-March-2022 - 25-November-2022
  • FormatFace-to-face
  • CPD Hours15 (1.5 per event)

 

 

Program

4 March 2022
7:30 AM - 9:00 AM
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 which 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

Robert Warnock, CTA, Harwood Andrews

Robyn Jacobson, CTA, The Tax Institute

25 March 2022
7:30 AM - 9:00 AM
1.50 CPD hours

Given the increased use of family trusts, and a number of recent cases around trust disputes, being across common issues is even more important for practitioners working with clients in this area. This session will provide an update on recent cases and developments concerning family trusts and practical tips to manage issues, including:

  • Variations
  • Exercise of discretion
  • Succession of control
  • Removal of beneficiaries
  • Issues with establishment of trusts
  • Dealing with foreign persons and duty / land tax considerations

Speakers

Robert Warnock, CTA, Harwood Andrews

William Moore, Hall & Wilcox Lawyers

29 April 2022
7:30 AM - 9:00 AM
1.50 CPD hours

Session outline coming soon.

Speakers

Robert Warnock, CTA, Harwood Andrews

Simon Tisher, CTA, Victorian Bar

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

There will always be an element of Trusts to explore and discuss. In this ever-important area, this session will consider issues and strategies for dealing with UPEs, including:

  • Why create and avoid UPEs
  • Sub-trusts and PCG 2017/13
  • Will a Section 100A problem arise and can we mitigate the risk?
  • When might Family Trust Election’s be a problem and are there solutions?
  • Corporate beneficiaries and estate planning
  • Generation 2 trust splitting and
  • Angel of death strategy.

Speakers

Robert Warnock, CTA, Harwood Andrews

Paul Hockridge, CTA, Hockridge Advisory

24 June 2022
7:30 AM - 9:00 AM
1.50 CPD hours

This session will look at the changing landscape of year-end tax considerations while trying to avoid tax landmines. Topics include:

  • Managing Division 7A compliance
  • Distributing trust income
  • Income definitions
  • Streaming capital gains and franked dividends
  • Section 100A – say ‘hello’ to the ATO’s little friend
  • Trust losses
  • Closely held trusts and circular trust distributions
  • Professional firm issues

Speakers

Robert Warnock, CTA, Harwood Andrews

Neil Brydges, CTA, Sladen Legal

Edward Hennebry, FTI, Sladen Legal

29 July 2022
7:30 AM - 9:00 AM
1.50 CPD hours

As cryptocurrency becomes more widely adopted, accountants are having to deal with the lack of clarity on taxability of token transactions as well correctly disclosing the capital gain/income when preparing tax returns. The purpose of this session is to discuss the practical accounting issues and challenges of cryptocurrencies, and how to de-risk your practice and clients.

Rony Choueiri, Valles Accountants

Rob Warnock, CTA, Harwood Andrews

26 August 2022
7:30 AM - 9:00 AM
1.50 CPD hours

  • Professional firms
  • 100A/Div7A
  • Capital revenue issues

Speakers: Daniel Smith, ATO

Rob Warnock, CTA, Harwood Andrews

16 September 2022
7:30 AM - 9:00 AM
1.50 CPD hours

It is anticipated that when this Tax Club is held, the High Court will have handed down their judgement in Hill v Zuda. This is a significant decision that all practitioners working with SMSFs must be aware of! This Tax Club discusses:

  • what the case is allabout
  • how the case impacts accountants, financial planners, auditors, and lawyers
  • which traditional practices need to stop IMMEDIATELY
  • practical steps we all need to start taking NOW to put clients in the best possible positions and
  • much, much more!

Speakers

Bryce Figot, CTA, DBA Lawyers

Rob Warnock, CTA, Harwood Andrews

28 October 2022
7:30 AM - 9:00 AM
1.50 CPD hours

25 November 2022
7:30 AM - 9:00 AM
1.50 CPD hours

       


 

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