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Hone in on a specific tax area, be it Business Structures, Trusts, GST, or Super (to name a few). Showcasing leading tax experts and pressing topics from different fields within the profession, a Series Snapshot is a must for subject matter experts.

Tax Notes Series (5 Parts)

  • This video covers: NSW electricity industry NSW govt reform package agreement between NSW and Origin capacity charges issues capital payment CGT regime.
  • This video covers: key facts decision implications for taxpayers.
  • This video covers: factual background issues in dispute a summary of litigation history High Court’s decision.
  • This video covers: bushfires class action procedure issue first instance appeal.

Panel discussion – Recent capital versus revenue decisions video 1 CPD hours
Presented by Mathew CHAMBERLAIN, Fiona Knight, Jerome TSE,

  • This video covers: capital v revenue history of the Australian tax system cases since Sun Newspapers.

Purchase all Tax Notes Series (5 Parts) sessions.

Member
$100.00
Non-member
$200.00

2020 National Superannuation Online Conference (12 Parts)

  • This video covers: global response China Australian response economic impact issues outlook forecasts.

ATO presentation – Issues for large funds video 1 CPD hours
Presented by Nadia Alfonsi

  • This video covers: engaging with the ATO top 1000 super fund findings where to from here tax transparency code.

Legislative and regulatory update video 1 CPD hours
Presented by Peter BURGESS

  • This video covers: COVID-19 relief measures enacted changes announced but not yet law other developments.

Emerging developments: Large funds video 1 CPD hours
Presented by Kimberley Christy, Prashanthen Ranjit KUMAR,

  • This video covers: the Board of Taxation review of capital gains tax (CGT) rollovers non-arm’s length expenditure amendments to the hybrid mismatch rules implications from Burton’s case and other issues affecting foreign income tax offset claims capitalisation of labour expenses expansion of the significant global entity definition goods and services tax.

Dealing with lumpy assets in SMSFs video 1 CPD hours
Presented by Craig DAY

  • This video covers: lumpy asset issues getting lumpy assets into an SMSF lumpy assets and sole purpose lumpy assets and investment strategies pensions and lumpy assets.

Live Q&A video 1 CPD hours
Presented by Senator the Hon Jane Hume

  • This video is a live Q&A with Senator the Hon Jane Hume.

Current US tax issues for large Australian superannuation funds video 1 CPD hours
Presented by Landon McGrew, Angela Norton, Peter Oliver, Michael Plowgian,

  • This video covers: U.S. economic outlook and market update 2017 tax reform – status update qualified foreign pension fund regulations common issues for Australian reporting of U.S. based investments BEPS 2.0.

Contributions video 1 CPD hours
Presented by Jemma SANDERSON

  • This video covers: work test changes carry forward concessional contribution cap bring forward periods – what’s new, and what does a new financial year mean? withdrawal and recontribution strategies downsizer contributions refunding excess contributions.

Australian equity holdings and use of derivatives – A commercial reality video 1 CPD hours
Presented by Steven Carew, Jonathan Woodger,

  • This video covers commercial rationale for the use of derivatives, and a tax expert on the tax law's reaction.

Pensions & SMSFs video 1 CPD hours
Presented by Meg HEFFRON

  • This video covers: ECPI – the rules & the strategies total superannuation balances & pension planning dealing with reserves.
  • This video covers: the relationship between unit pricing (UP) tax provisioning & a super fund’s mission governance & best practice in super fund tax provisioning – recap, example super industry themes & issues impacting UP tax provisioning emerging opportunities & challenges … & widening stakeholder interests in super fund tax.
  • This video covers: background to ATO’s concerns SMSFRB 2020/1 can an SMSF carry on property development? SIS Act considerations tax considerations SMSF property development structures.

Purchase all 2020 National Superannuation Online Conference (12 Parts) sessions.

Member
$240.00
Non-member
$480.00

2020 National GST Intensive (5 Parts)

Hot topics, issues and tips video 1 CPD hours
Presented by Elke Bremner, Virginia Gogan,

  • This video covers: ATO publications update case law update cross-border update COVID-19: miscellaneous measures COVID-19: JobKeeper and interaction with GST concepts.

Travelex Case video 1 CPD hours
Presented by John Gleeson

  • This video covers the Travelex Case.
  • This video covers: fraud or evasion by another entity Division 165 of the GST Act Division 165 and supply chains ACN 154 520 199 and COT the Commissioner’s administrative approach to missing trader fraud.

Build-to-rent - Navigating GST & other tax issues video 1 CPD hours
Presented by Matthew CRIDLAND

  • This video covers: what do we mean by “build-to-rent”? commercial residential premises NSW reforms other considerations.
  • This video covers: DPN regime remission of penalty defences to penalty.

Purchase all 2020 National GST Intensive (5 Parts) sessions.

Member
$100.00
Non-member
$200.00

2020 State's Taxation Online Series (7 Parts)

When is a person, company or trust "foreign"? video 1 CPD hours
Presented by Matthew CRIDLAND

  • This video covers: duty and land tax surcharges what is residential property? primary production land individuals companies trusts general partners of limited partnerships and foreign governments.

Infrastructure rights and economic entitlements video 1 CPD hours
Presented by Adrian CHEK, Michelle Owens, Vasko Nastevski,

  • This video covers: what are economic entitlements in property, and should they be subject to duty? current law – are they subject to stamp duty? the specific Victorian economic entitlement provisions duty on infrastructure transactions – the lease / licence distinction the WA fixed infrastructure right provisions.

Optical Superstore - Implications of the decision video 1 CPD hours
Presented by Chris SIEVERS

  • This video covers: the contractor provisions the Optical Superstore – the facts the tribunal decision the Supreme Court the Court of Appeal implications of the decision.

Employment agents - The state of play video 1 CPD hours
Presented by Matthew SEALEY

  • This video covers: core provisions extrinsic materials from backroad to highway EA provisions and the contractor provisions proposals for reforms.

Partnerships video 1 CPD hours
Presented by Jodie FOGALE

  • This video covers: overview of Danvest & Rojoda overview of legislative framework as it applies to partnerships & practical examples offshore partnerships & practical example.

Duties cases – “The big ones” video 1 CPD hours
Presented by Scott GRIMLEY, Cullen Smythe, Grahame Young,

  • This video covers duties cases.

Payroll tax cases – “The big ones” video 1 CPD hours
Presented by Tracey-Ann Oppedisano, Scott Pease,

  • This video covers: CSR v Optical Superstore [2019] VSCA 197 Chief Commissioner of State Revenue v Downer EDI Engineering Pty Ltd [2020] NSWCA 126 Compass Group v Commissioner of State Revenue [2020] QSC 184 Winlina Pty Ltd v Chief Commissioner of State Revenue [2019] NSWSC 1080.

Purchase all 2020 State's Taxation Online Series (7 Parts) sessions.

Member
$140.00
Non-member
$280.00

2020 National Superannuation Webinar Series (10 Parts)

  • This video covered: COVID19 - recent announcements affecting SMSFs legislative update ATO activity.

Contributions workshop video 1 CPD hours
Presented by Craig DAY

  • This video covered: catch-up concessional re-cap practical catch-up contribution advice issues advice strategy opportunities.

NALI and NALE video 1 CPD hours
Presented by Tim Miller

  • This video explored the following areas of interest: new law changes, how they apply including ATO interpretation specific and general nexus between expenses and income trustee v personal remuneration – SIS v tax application to practitioners with their own SMSF.

Property and SMSFs video 1 CPD hours
Presented by Shirley SCHAEFER

  • This session will discuss the following: update on Aussiegolfa and Domacom cases considerations of related party issues with property including related party tenants changes to non-arm’s length income considerations JV arrangements and recent ATO activity property development in an SMSF and recent ATO guidance undertaking improvements/R&M.

Related Party Dealings – Should you be worried? video 1 CPD hours
Presented by Tracey Norris

  • This video covers: why does it matter? when do we need to worry about related parties? definitions of related parties – breaking it down related party rules and practical examples traps and issues.

Pensions workshop video 1 CPD hours
Presented by Jemma SANDERSON

  • This video covers: transition to retirement (TRP) reversionary pension – yes, no, wider implications? exempt current pension income – what’s new and what do you need to know.
  • This video covers: our role as regulator ATO’s current enforcement approach impacts of the Royal Commission review of our enforcement approach guidance and support post Royal Commission what is a part A qualification? renewed focus on audit procedures market value.

Estate planning video 1 CPD hours
Presented by Nathan Yii

  • This video covers: definition of a self-managed superannuation fund dealing with issues of capacity of SMSF members - addressing control at the SMSF trustee level on loss of capacity the necessity and use of enduring powers of attorney for members addressing incapacity in the fund deed or corporate trustee constitution.

Superannuation planning to meet the unexpected and also the expected video 1 CPD hours
Presented by Elizabeth Burnheim, Dung Lam,

  • This video covers: sudden death & non-sudden death the family mix planning for incapacity COVID-19 – the unexpected has happened! early release of super temporary reductions in pension minimums.

Superannuation guarantee amnesty video 1 CPD hours
Presented by George Bendall

  • This video covers: the amnesty what are ordinary time earnings navigating the extended definition of employee what mistakes are employers making simple changes to effectively mitigate risk impacts of other areas of employment tax compliance dealing with the ATO.

Purchase all 2020 National Superannuation Webinar Series (10 Parts) sessions.

Member
$200.00
Non-member
$400.00

Private Business Online Series (7 Parts)

Restructuring in uncertain times video 1 CPD hours
Presented by Linda Tapiolas

  • This video covers: issues to consider before restructuring why may a client want to restructure? CGT concessions and roll-overs subdivision 122-A (individual/trustee to company) subdivision 122-B (partnership to company) subdivision 124-N (unit trust to company) - requirements Division 615 (inserting HoldCo) small business CGT concessions the active asset test.

Tackling trust losses video 1 CPD hours
Presented by Neil Brydges, Daniel SMEDLEY,

  • This video covers: family trust elections interposed entity elections making a family trust election franking credit trading rules altering elections.

Navigating the maze of base rate entities video 1 CPD hours
Presented by Robyn Jacobson

  • This videos covers: the corporate tax cuts base rate entities implications for franking. other issues.

Navigating the dividing line - when is it crossed? video 1 CPD hours
Presented by Fiona DILLON, Anthony MARVELLO,

  • This video coers: JobKeeper cash flow boost early release of superannuation backing business investment (accelerated depreciation) and the instant asset write off extension.

The potential cost of forgiving debts video 1 CPD hours
Presented by Tristan Boyd

  • This video covers: commercial debt forgiveness rules debts subject to Division 245 gross forgiven amount application of net forgiven amount.
  • This video covers: what did 2020 have in store for us? the lockdown the stimulus measures Australian government Covid-19 relief packages predictions for the next 6-12 months.

Technology and its impact on the profession video 1 CPD hours
Presented by Alan Fitzgerald

  • This video covers: the rise of ‘clever’ tax tools with in-built additional capabilities that go beyond form-fillers data analytics capability of tax solutions the use of technology to leverage tax data eInvoicing and capturing tax data at the source (POS) the evolution of indirect tax capture automating the automatable and creating a more efficient tax preparation process.

Purchase all Private Business Online Series (7 Parts) sessions.

Member
$140.00
Non-member
$280.00

Superannuation Guarantee Charge Refresher Series (2 Parts)

  • This video covers: legislative framework who is an ‘employee’ for SG purposes? ordinary time earnings v total salary and wages interaction with other rules ATO powers.

Understanding the SG Amnesty video 1 CPD hours
Presented by Philip BRODERICK

  • This video covers: legislative framework components of the SGC the SG Amnesty and its benefits making disclosures and payments under the Amnesty practical issues with the Amnesty.

Purchase all Superannuation Guarantee Charge Refresher Series (2 Parts) sessions.

Member
$40.00
Non-member
$80.00

Barossa Online (9 Parts)

Decoding trust income video 1 CPD hours
Presented by Michael FLYNN

  • This video covered: Ongoing discrepancies between trust income and tax net income and how the courts have been dealing with the issues post Bamford ie Greenhatch, Forrest challenging trust streaming issues (franked dividends, capital gains and general streaming) how the Courts have defined "income of a trust estate" including latest case law developments income equalisation clauses, income re-characterisation clauses and other important trust powers matters to consider when drafting trustee resolutions default beneficiaries and vesting.

The increasing use and threat of Section 100A video 1 CPD hours
Presented by Michael BUTLER

  • The ATO’s increasing compliance activity around section 100A has serious implications for every day clients. But the legislation has not changed – so why the change in administration? Advisers await the ATO’s new ruling with great anticipation. This session looked at what section 100A is really about, including the “original family dealing” exception, and whether the ATO’s increased activity is justified.

Employee obligations – Is anyone getting it right? video 1 CPD hours
Presented by Ben Turner, Amanda Spinks,

  • This video covers: employment tax underpayments other superannuation changes BoT residency review.

Corporatising the SME group video 1 CPD hours
Presented by Julian LIAN

  • This video covers: trusts partnerships companies disposal or creation of assets by an individual or trustee – subdivision 122-A disposal or creation of assets by partners – subdivision 122-B.

State taxes: Change is now! video 1 CPD hours
Presented by Lee JURGA

  • This video covers state taxes highlights.
  • This video covers: tests for determining corporate tax residency current ATO guidance what is the risk?
  • This video covers: assessments jurisdictional issues onus of proof.
  • This video covers: income tax regimes for real property moving between regimes concerning GST capital allowance regime & tenant fixtures other developments.
  • This video covers: what is a business buy-sell agreement? why do we need buy-sell agreements? what do the various buy-sell models look like? what if I can’t get the insurance that I want? contractual and drafting considerations.

Purchase all Barossa Online (9 Parts) sessions.

Member
$180.00
Non-member
$360.00

Payroll Tax Webinar Series (4 Parts)

Payroll tax game changer for medical and health practices? The impact of the decision in Optical Superstore webinar 1 CPD hours
Presented by Matthew McKEE, Ian PHILLIPS, Matthew SEALEY, Heath Stewart,

  • This webinar considered the recent payroll tax decision in Commissioner of State Revenue v The Optical Superstore Pty Ltd and its implications for the payroll tax obligations of medical and health practices.
  • This video covers: relevant contract provisions employment agency arrangements liability of principal for contractors' payroll tax.

Related party arrangements video 1 CPD hours
Presented by Matthew McKEE

  • This video covers: contractor provisions director related payments intra-group transactions case studies.

Grouping and de-grouping provisions video 1 CPD hours
Presented by Adam Gerard

  • This video covers the areas of related party arrangements and the grouping/degrouping provisions which are often areas of investigation for the Revenue Offices.

Purchase all Payroll Tax Webinar Series (4 Parts) sessions.

Member
$80.00
Non-member
$160.00

Regional Tax Masterclass Series (6 Parts)

Ready, set, go! Start up structuring 101 video 1 CPD hours
Presented by David HUGHES

  • This video covers: case study scenario.
  • This video covers: tax planning for primary production primary production income and deductions averaging farm management deposits capital allowance deductions abnormal receipts corporate beneficiaries – Div. 7A issues.

The only constant is change… Restructuring video 1 CPD hours
Presented by Kim Reynolds

  • This video covers: restructure considerations managing the tax cost associated with restructuring other considerations financing the restructure.

The path to knowing they’ll be ok - Succession planning video 1 CPD hours
Presented by Rod PAYNE, Rob JEREMIAH,

  • This video covers: business ownership and operation ownership of farmland further considerations strategies and options small business CGT concessions.

Keeping it in the family – Family law considerations video 1 CPD hours
Presented by Scott Wedgwood, Allison Caputo,

  • This video covers: case study divorce and de facto relationships property settlement sealing the deal.

Closing the story book – Panel discussion video 1 CPD hours
Presented by Daniel BUTLER, Trevor Lake, Leanne Connor,

  • This video covers a panel discussion.

Purchase all Regional Tax Masterclass Series (6 Parts) sessions.

Member
$120.00
Non-member
$240.00

Trusts Intensive Series (4 Parts)

Entitlement to income of a trust video 1 CPD hours
Presented by Ian FULLERTON

  • This video covers: relevance, in Australian income tax law, of an entitlement to trust income becoming entitled to the income of a trust disclaimer of an interest in a trust or trust income.
  • This video covers: the Greensill case what Greensill didn’t decide the labyrinth source of capital gains.
  • This video covers: s100A reimbursement agreement.
  • This video covers: validly appointing income issues with present entitlement trust splitting and resettlements use of asset revaluation reserves.

Purchase all Trusts Intensive Series (4 Parts) sessions.

Member
$80.00
Non-member
$160.00

Business Structures Online Tax Symposium ( 8 Parts)

Structuring - Getting it right from the start video 1 CPD hours
Presented by John Ioannou

  • This video covers: traditional considerations what’s on the menu? specific matters in respect of land can structuring choices attract the ATO’s attention?

Restructuring - For the 21st environment video 1 CPD hours
Presented by Kim Reynolds

  • This video covers: why restructure? transferring business assets to companies transferring shares what is a small business entity and why is it relevant? small business restructure rollover small business CGT concessions other considerations.

Division 7A - Everything old is new again video 1 CPD hours
Presented by Leo Gouzenfiter, Alexis KOKKINOS,

  • This video covers: COVID‐19 considerations capital subscriptions UPEs and sub‐trust arrangements financing and refinancing non‐resident companies.

The broke trustee video 1 CPD hours
Presented by David W MARKS

  • This video covers: rights of indemnity assets available to the liquidator the bankruptcy laws.

Family trust elections video 1 CPD hours
Presented by Linda Tapiolas

  • This video covers: FTEs and IEEs family trust distribution tax passing control of a trust take home points.

Succession planning and trusts video 1 CPD hours
Presented by Magdalena Njokos, Daniel SMEDLEY,

  • This video covers: managing control of family trusts – understanding the legal mechanisms what should the power of appointment provide? key considerations if variation is required how to best manage trust control.

Handling disputes for different business structures video 1 CPD hours
Presented by David Dickens, Bianca McCormack,

  • This video covers companies, partnerships and trusts impact of COVID-19.

CGT and rollovers video 1 CPD hours
Presented by Chris WOOKEY

  • This video covers: restructuring a small business SBRR conditions ordinary rollovers.

Purchase all Business Structures Online Tax Symposium ( 8 Parts) sessions.

Member
$160.00
Non-member
$320.00

2020 Death and Taxes Online (6 Parts)

Take on executor roles at your peril! video 1 CPD hours
Presented by Karen Gaston

  • This video covers: duties of an executor where do risks arise? mitigating risks.

Post-death main residence CGT traps video 1 CPD hours
Presented by Ian Raspin, Robyn Jacobson,

  • This video covers: general rules rules for deceased estates rules for foreign residents.

Payment and taxation of death benefits video 1 CPD hours
Presented by Nathan Yii

  • This video covers: introduction to superannuation and pensions hidden taxes on paying death benefits – who should be benefits be paid to? death benefit payment decisions and how to manage the transfer balance cap on the death of one spouse the appropriate use of superannuation proceeds trusts post-death to minimise death benefits tax – when should they be used? in specie transfers of assets post-death withdrawals by members and attorneys pre-death.

Emerging international issues video 1 CPD hours
Presented by Lyn Freshwater, David W MARKS,

  • This video covers: residence of LPRs residence of beneficiaries multiple wills.

Passing of a life tenant video 1 CPD hours
Presented by Stuart LECORNU

  • This video covers: life interests why grant life interests? death of the reference person absolute entitlement family trust election.
  • This video covers: key findings and statistics tax rules & rates timeline who should finalise the deceased’s tax affairs after their death? assets at death - part of the deceased estate? how to transfer? summary of potential recommendations.

Purchase all 2020 Death and Taxes Online (6 Parts) sessions.

Member
$120.00
Non-member
$240.00