Tax & Business Intermediate I - Workshop 2021 Services - Knowledge Shop
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
Tax & Business
Services
Intermediate I
Workshop 2021
Take your compliance team
to the next level
Includes the
latest guidance on
personal services
income
®
Tax & Business Services Intermediate I covers
There is no other program as the issues most practitioners previously had
to learn by experience or by making mistakes.
practical or close to reality Even if you are an experienced practitioner, this
as this one at this level. workshop will bring you up to speed with the
huge changes being made to Division 7A.
Designed for accountants who are Using a case study format, we help team
comfortable with the fundamentals of members step up beyond the basics and manage
compliance work and are ready to step the common but often tricky tax and business
up to the next level - or as a practical services compliance issues.
refresher on the ‘need to knows.’
It’s going to be an exhausting day but well worth
the effort.
Tax & Business Services Intermediate
I focuses on identifying issues and
potential problems before the client
jumps in and commits to something that
might have a poor tax outcome.
Case Study
Trusts
l The difference between accounting income,
taxable income and distributable income
Case Study explained
Division 7A l How to deal with the difference between
them
The Division 7A problems practitioners often l Step-by-step guide to calculating how much
fail to recognise (and the horrible impact this tax the beneficiaries and trustee need to pay
has on clients!), and the massive changes that
will make things even more complex. l The rulings that remain in draft and what this
means
l Key aspects of the new rules: l Step-by-step guide to ensuring that
l 10 year loans and the transitional rules trust distributions are effective
for existing loans l Where practitioners are still getting it wrong
l The shorter time frame for dealing
with UPEs l How to read a trust deed
l Longer amendment periods
l Risks associated with pre-1997 loans
l Division 7A issues over time Case Study
l How to achieve an efficient tax outcome Employee vs Contractor
l Why the short term ‘fix’ can cost your client l What are the key factors that need to be
big $ in the long run (and how to fix the fix) considered in determining whether a worker is
l Trusts - the dangers of loans to and treated as an employee or a contractor?
from trusts l How far back can the ATO go to recover
l Unpaid distributions to companies: superannuation guarantee liabilities?
l 79% tax - preventing the worst case l What the courts are saying about this issue
scenario l Strategies for reducing the risk
l The options available
l Can a company or trust be used to
l Managing loan agreements (what absolutely avoid SG obligations
has to be covered)
l Other problems that can arise when
l Calculating distributable surplus contractors are engaged
l Getting the timing rightThe case study structure of the day gives a ‘real
life’ context to tax and business services and
ensures that the logic of why particular things
are completed in a particular way is not lost in “Great presenters,
theory.
very informative and
A full workbook - to use as a reference guide easy to understand.”
for back in the office - is included.
2019 Participant
Best for those moving beyond the basics and
building the complexity of the work they tackle,
and those needing a refresher on current law.
Essential for those who attended the Tax &
Business Services Basics workshop. 8 PD hours 3/5 difficulty Bring a
6.75 active hours calculator
Case Study
CGT & the Main
Case Study Residence Rules
Personal Services Income Why they are not as easy as you think!
l TR 2021/D2 – What does the ATO’s new l Making the most of the concessions that
guidance have to say? are available
l The ATO rules of thumb that can get your l Calculating the gain when the status of
clients off the PSI hook the property changes
l Can you really identify personal services l Accessing the exemption - the step-by-step
income? procedures
l Do the PSI rules apply to professional firms? l Moving beyond the basics
l The highly anticipated PCG 2021/D2 - when l Using a home to produce income and why
does this need to be considered? some clients are in for a shock
l Why the rules apply to sole traders too l What happens if your client is a non-resident?
l The concessions that might help your
clients pass the tests
l Special rules for agents, including financial
planners Our presenters
l What to do when your client is caught
by the rules
l The practical issues: PAYG withholding
and tax returns
l Part IVA and PSI:
l High and low risk tax planning strategies
Karen Vella Rae Ni Corraidh
Trainer Tax Adviser
TaxBytes Knowledge Shop“Great presenters, very informative and easy to understand.”
2019 Participant
Intermediate
Face to face workshops Virtual Workshop
Brisbane Thurdsday, 17 June 2021 Session 1 21 June 2021
Sydney Tuesday 8 June 2021
Hilton Brisbane Session 2 23 June 2021
Hilton Sydney
190 Elizabeth St, Brisbane Session 3 25 June 2021
488 George St, Sydney
Time Time 11:00am - 1:00pm AEDT
Melburne Thursday 10 June 2021
DoubleTree Melbourne 8:30am - 9:00am registration Includes 3 month recording access
270 Flinders St, Melbourne 9:00am - 5:00pm training day
Investment
Workshop Virtual
Early Bird $575 - Member
For payments received by $520 - Member
14 May 2021
$598 - Non Member $595 - Non Member
General $655 - Member Per person
$720 - Non Member
Terms & conditions
All registrations are subject to Knowledge Shop’s terms and conditions.
For face to face workshops, no refunds will be made for cancellations received 14 days or less from the event date. A credit is available if you cancel more
than 3 days prior to the event date. No refunds are possible for any reason 3 days or less from the event date. You are welcome to send someone else in
your place.
For virtual workshops, the registration is for an individual. Please contact Knowledge Shop for group rates. No refunds are possible from the date of the
first event. A recording will be available to all registrants. Please see knowledgeshop.com.au/training for full details.
CPD certificates are only available to the registered individual on completion of the workshop.
Register now Register online
knowledgeshop.com.au
We will be attending c Sydney c Melbourne c Brisbane c Online
Firm Phone
Attendee 1 Email Role
Attendee 2 Email Role
Attendee 3 Email Role
Payment details
Please use the following payment method for attendees @ $ for a total of $
The Knowledge Shop member price is only available to financial members of Knowledge Shop (those who pay the monthly subscription fee).
Cheques payable to Knowledge Shop Pty Ltd
Card number Name Expiry
Security code Signature Invoice email
Admin only: c registered c payment received c payment invoice sent c confirmation sent
Phone | 1800 800 232 Fax | 02 8916 4261 Mail | GPO box 4565 Sydney NSW 2001 Online | knowledgeshop.com.au
Knowledge Shop Pty Ltd (ABN 90 107 532 945) is an Easton Investments company. To be removed from our database please call us on 1800 800 232.You can also read
