All events NSW Local Tax Club

Local Tax Club - Sydney CBD

 

 

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

  • When15-February-2022 - 15-November-2022
  • FormatFace-to-face
  • CPD Hours15 (1.5 per event)

 

 

Program

15 February 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

Robyn Jacobson, CTA, The Tax Institute
Jane Harris, CTA

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

The session will provide a refresher on the CGT main residence exemption using practical scenarios to examine the traps and opportunities. Many believe that a sale of the family home is not taxed but the main residence exemption rules are complex and unexpected outcomes can occur.

Fundamental concepts will be considered through the scenarios including:

  • The meaning of 'main residence' and practical guidance on making a dwelling a main residence;
  • Circumstances when the exemption will be unavailable or reduced;
  • The operation of the absence rule and how it interacts with short term letting;
  • How the rules are applied when dwellings are constructed or renovated; and
  • The operation of the main residence exemptions for deceased estates and the ATO's recent approach to the 2 year rule.

Speakers

Matthew McKee, FTI, Brown Wright Stein Lawyers
Kelly McNeill, First Equity Partners

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

This session continues on from Part 1, and provides a refresher on the land tax principal place of residence exemption, using practical scenarios to examine the traps and opportunities. The session will also consider the CGT main residence exemption where a taxpayer becomes a non-resident.

Concepts that will be considered through the scenarios include:

  • The meaning of 'principal place of residence' for land tax and the general requirements;
  • The application of land tax when moving homes;
  • How the land tax rules are applied when dwellings are constructed or renovated;
  • Generating income from the family home and absences; and
  • Moving overseas – are the CGT and land tax concessions available, and will surcharge land tax apply?

Speakers

Jim Koutsokostas, CTA, Hall & Wilcox
Todd Bromwich, Hall & Wilcox

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

The tax and superannuation landscape is in a constant state of change. There are numerous government announcements, new bills, new legislation, cases, rulings and other ATO publications being released on a regular basis. It is difficult for practitioners to keep up to date let alone incorporate all of these changes into their planning strategies for their clients.

This presentation will provide practitioners with an opportunity to learn about the more recent changes, and how they impact upon planning for clients.

Speakers

Jo-anne Hotston, CTA, Taxbytes

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

The NSW Parliament just passed significant changes to state taxation, which are commenced on 20 May 2022. The amendments include:

  • Expanding the concept of “declaration” of trust to “acknowledgement” of trust, thereby potentially capturing a wider class of transactions.
  • Expanding the breadth of transfer duty to mere changes in “beneficial ownership”.
  • Expanding the reach of the general anti-avoidance provisions.
  • Providing a refund of surcharge purchaser duty for Australian-based developers.
  • Increasing penalty tax for significant global entities (SGEs).
  • Introducing promoter penalty regime which could affect tax advisers.The amendments comprise significant changes to the risk profile of certain transactions in NSW for taxpayers and advisers a like.

Join Steve Paterson, Partner, Grant Thornton, as we explore what the proposed changes could mean for you.

Speakers

Steven Paterson, FTI, Grant Thornton

Bradley White, Hall & Wilcox

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

The concepts of total superannuation balance, transfer balance cap and contributions caps have been part of the super jargon for a while.  However, clients are still becoming accustomed to the implications when mapping out their superannuation strategies. This session examines the interaction between the use of various contribution strategies to maximise the amount clients can make to super and the importance of contribution sequencing.

Speakers

Graeme Colley, Super Concepts

Elizabeth Burnheim, Coleman Greig

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

Speakers

Vanessa Preist, FTI, Baskin Clarke Priest

Todd Bromwich, Hall & Wilcox

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

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

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

     


 

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