Videos on Demand

ondemand_video Session 4: Estate Planning Considerations in a new world

This video is the recorded 12 July 2018 webinar from the superannuation series. It covers guidance on the implications for estate planning for your clients under the new rules, and the areas where you can add value and ensure that your client’s intentions with respect to their superannuation is satisfied upon their passing.

ondemand_video Session 3: Pensions under the new regime – Considerations, strategies and practicalities video

This video is the recorded 10 July 2018 webinar from the superannuation series. It covers:

• transfer balance account reporting – timing, what is reported, automation and educating our clients
• optimising the TBC – pension payments greater than the minimum
• market linked pensions – areas to be aware of after 1 july 2017
• transition to Retirement pensions – still worthwhile, or old news?

ondemand_video Session 2: Investments in Superannuation – Do we have to change our mind-set to be fair and sustainable? video

This video is the recorded 5 July 2018 webinar from the superannuation series. It covers:

• the latest on LRBAs – Transfer Balance credits for repayments, inclusion in the total superannuation balance, related party borrowings
• investment decisions – have they changed under the new regime?
• the impact of the proposal to increase the number of members to six
• property in superannuation – risk areas on the ATO radar
• other areas of increased audit activity by the ATO and what to be aware of.

ondemand_video Session 1: Contributions – Planning, considerations, and what happens if there is an excess? video

This video is the recorded 3 July 2018 webinar from the superannuation series. It covers:

• the operation of the new downsizer contribution provisions and the opportunities available
• tips and traps to be wary when considering triggering the bring forward NCC cap
• how the transitional NCC cap operates in a total superannuation balance environment – 2018/2019 is the last year that a transitional NCC may apply
• maximising contribution strategies
• assessing TSB – what is and isn’t included?

ondemand_video Practical issues with Division 7A video

This video is a filmed session from the NSW Tax Forum held 24 May 2018, PowerPoint slides are incorporated with the presentation.

This session discussed and provided an update on the most important Division 7A issues.

ondemand_video Myth-busting SMSF reforms implementation and ATO SMSF review activities video

This video is a filmed session from the NSW Tax Forum held on 24 May 2018, PowerPoint slides are incorporated with the presentation.

This session provided practical information directly from the ATO of what all SMSF advisers, trustees and clients need to know in reporting CGT relief in the annual return.

ondemand_video Practical issues with trusts video

This video is a filmed session from the NSW Tax Forum held on 24 May 2018, PowerPoint slides are incorporated with the presentation.

This session addressed the following:

• franking credits flowing through trusts – Thomas
• the effectiveness of conditional resolutions involving the distribution of income – Lewski
• disclaimer or renunciation of trust interests and/or trust income – Lewski and Smeaton Grange
• Quistclose trusts – Rambaldi
• Division 126-A and the transfer of shares to a family discretionary trust – Sandini
• fixed trusts for land tax purposes
• fixed trusts for income tax purposes
• can the expiry date of a trust be extended?
• ending the perpetuity period.

ondemand_video March monthly tax update video

Presented at: 2018 Monthly Online Tax Updates

This video is the recorded 28 March 2018 webinar from the monthly tax update series.

• structuring offshore asset holdings
• franking credits (but not what you think) liability for tax advice
• trusts
• charities.

ondemand_video February monthly tax update video

Presented at: 2018 Monthly Online Tax Updates

This video is the recorded 28 February 2018 webinar from the monthly tax update series. It covered:

• lower corporate tax rate
• small business CGT concessions
• trusts

ondemand_video Live case study 2 video

This video is the recorded 8 February 2018 webinar from the Small Business Concessions and Rollovers series. It covers:

• worked example based on real life scenario
• bring together the learning from the pre-recorded sessions
• worked through the concessions methodically.