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All events Queensland Local Tax Club

Local Tax Club - Toowoomba

March - November | 5 part series

 

 

The latest tax knowledge, hot topics and local networking

Being part of your Local Tax Club will keep you on top of the latest tax knowledge, enable connections with peers in your local community and provide you with the opportunity to extend your own professional and personal network.

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

Individual | Single session | February

$ 100 - Member

$ 100 - New member*

$ 150 - Non member

Inividual Series | 5 session pack

$ 350 - Member

$ 350 - New member*

$ 500 - Non member

Contact us
Download Brochure
  • When12-March-2024 - 26-November-2024
  • FormatFace-to-face
  • CPD Hours7.5 (1.5 per event)

 

 

 

Program

12 March 2024 | 7:30 AM - 9:00 AM | 1.5 CPD hours

As users of trusts, we have been inundated in recent times with s100A, s99B and to a lesser extent Division 7A. Tax issues aside, trustees are under age old obligations to administer a trust in accordance with terms of the trust imposed upon them.  This session is intended to cover important commercial considerations (and some tax ones) that should be taken into account in respect of the ongoing use of trusts:

  •  Asset protection (Richstar), family law (Spry) and payroll tax (Smeaton Grange) considerations
  • What does it mean to consider beneficiaries (Owies) and what should distribution minutes look like; and 
  • Part IVA and distributions in discretionary trusts.

Speaker: John Ioannou, CTA, Macpherson Kelley

28 May 2024 | 7:30 AM - 9:00 AM | 1.50 CPD hours

As we are all aware by now, the ATO’s private groups tax performance programs seek to give the community confidence that Australia’s privately owned groups are paying the right amount of tax. It comprises of a number of programs under the ATO’s Tax Avoidance Taskforce.

Join Troy Whelan and Melisa Hall from the ATO in this informative and candid session, as they discuss various aspects of the ATO’s assurance programs, including: 

  • The ATO’s compliance approach to private groups
  • Key updates, results and observations from the:
    • Top 500 private groups assurance program
    • Next 5,000 private groups program
    • Medium and emerging private groups program
  • Effective tax governance for private groups
  • Early engagement with the ATO, and how to prepare for a review; and
  • The future challenges of the tax profession (an ATO perspective).

Speakers: Melisa Hall, Australian Taxation Office, Troy Whelan, Australian Taxation Office 

30 July 2024 | 7:30 AM - 9:00 AM | 1.5 CPD hours

Speaker: To be announced

Tax Update Presenter: To be announced

1 October 2024 | 7:30 AM - 9:00 AM | 1.5 CPD hours

Speaker: To be announced

Tax Update Presenter: To be announced

26 November 2024 | 7:30 AM - 9:00 AM | 1.5 CPD hours

Speaker: To be announced

Tax Update Presenter: To be announced

       

Register now

 

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