shopping_cart

Your shopping cart is empty

Streaming Video Package


Search Videos

ondemand_video Succession and estate planning - Money, family and fights video

08 Oct 2015 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Presented at: Vic 3rd Annual Tax Forum

This video is a filmed session from Vic 3rd Annual Tax Forum, PowerPoint slides are incorporated with the presentation.

In the good old days, a family tree was shaped like an isosceles triangle and the only thing to fight over was the estate. Now we have family trees that weave like Medusa’s hair (and just as venomous) and fights breaking out over family trusts, superannuation funds and estates. How can you as the adviser help your client navigate the perils of disputes and where does your role begin and end? This video investigates pitfalls and strategies to help you guide your clients to the best possible outcome. Attendees received a case study prior to the session covering a range of planning issues, including:

  • estate disputes - the new (2015) Victorian rules
  • SMSF disputes - the changing landscape of death benefit controversies
  • family trusts and family fights - how to transition from one generation to another
  • mutual wills - are they worth it?
  • Estoppel – be careful what you promise!

ondemand_video Superannuation - Tax perspectives from both sides of the fence video

08 Oct 2015 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Presented at: Vic 3rd Annual Tax Forum

This video is a filmed session from Vic 3rd Annual Tax Forum, PowerPoint slides are incorporated with the presentation.

It is not often that a superannuation tax partner moves directly into a CFO role. This video considers the challenges and opportunities for a tax adviser from a CFO’s perspective including:

  • what is it like going from a tax adviser to a tax user?
  • what are the real tax expectations of a board, and the audit and investment committees?
  • tips and traps for a fund’s tax adviser
  • whether the tax issues are any different for a large multi-employer public offer fund compared to an SMSF.

ondemand_video Free trade agreements video

08 Oct 2015 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Presented at: Vic 3rd Annual Tax Forum

This video is a filmed session from Vic 3rd Annual Tax Forum, PowerPoint slides are incorporated with the presentation.

The recent proliferation of free trade agreements with China, Japan and South Korea has the potential to provide significant benefits to all sectors of the Australian economy. To take full advantage of the opportunities available under these agreements, and to mitigate potential risks, tax advisers and clients alike should already be focusing on the practical steps, including but not limited to, understanding:

  • The criteria that must be satisfied in order for goods exported to/from partner countries to qualify under the relevant agreement
  • the corporate tax, GST/VAT and transfer pricing considerations arising from the increased market access afforded by free trade agreements
  • the customs and broader tax implication of different international supply chain structures utilised in leveraging these agreements
  • the broader opportunities available to Australian businesses through increased trade facilitation in goods and services and a reduction in non-tariff barriers.

ondemand_video Employee share plans video

08 Oct 2015 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Presented at: Vic 3rd Annual Tax Forum

This video is a filmed session from Vic 3rd Annual Tax Forum, PowerPoint slides are incorporated with the presentation.

The employee share scheme rules have changed, again! These changes resulted from a review of Australia’s digital economy, which indicated that Australia is out of step with developed economies in relation to the tax treatment of employee equity schemes. As a result, the government introduced new rules, applicable from 1 July 2015, which offer benefits to “start-up” companies. Some changes also apply to non-start up companies, which means that there are also opportunities for these entities to tweak their plans to improve outcomes for employees.

This video runs through the impact of the most recent changes, identifies which entities meet the definition of a “start-up” and identifies where opportunities lie and traps remain.

ondemand_video BEPS - The past, the present and the future video

08 Oct 2015 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Presented at: Vic 3rd Annual Tax Forum

This video is a filmed session from Vic 3rd Annual Tax Forum, PowerPoint slides are incorporated with the presentation.

This video considered how BEPS began, where matters currently stand and what might the future hold – with a particular focus on transfer pricing and related aspects of the various BEPS action items.

ondemand_video Cases update for private groups video

08 Oct 2015 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Presented at: Vic 3rd Annual Tax Forum

This video is a filmed session from Vic 3rd Annual Tax Forum, PowerPoint slides are incorporated with the presentation.

This video provides an overview of significant cases and rulings of interest to practitioners advising in the private groups sector. This video includes discussion on any material developments in relation to:

  • superannuation
  • Division 7A
  • trust issues
  • small business concessions
  • the employee/contractor distinction.

ondemand_video September tax update video

30 Sep 2015 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

This video is the recorded 30 September 2015 webinar September tax update. The following was covered:

  • civil penalties - recent cases
  • disqualification - recent cases
  • small business CGT concessions
  • trusts
  • CGT - events and rollover relief.

ondemand_video Business succession current trends in agreement and strategies video

24 Sep 2015 | Source: VICTORIAN DIVISION, THE TAX INSTITUTE

Presented at: Business Succession - Current Trends in Agreement and Strategies

This video is the recorded 24 September 2015 business succession current trends in agreement webinar. It covers:

  • buy-sell agreements
  • cross insurance
  • share/unit buy-backs
  • fixed insurance trust model
  • self insurance.

ondemand_video August tax update video

26 Aug 2015 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

This video is the recorded 26 August 2015 webinar August tax update. The following was covered:

  • Division 7A update
  • revenue/capital distinction
  • Part IVA practice statement
  • employee share schemes.

ondemand_video Post retirement living - The best for your clients video

05 Aug 2015 | Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Presented at: NSW 12th Annual Estate & Business Succession Planning

This video is a filmed session from NSW 12th Annual Estate & Business Succession Planning Day, PowerPoint slides are incorporated with the presentation.

This video covers:

  • retirement villages & “serviced apartments”
  • approved aged care
  • community care packages
  • how they impact the estate
  • what’s the commercial structure and the landscape? How do they form the operator or providers view.