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February Morning Tax Club
Registration: 7.15amSession: 7.30am - 9.00amTopic: SMSF Update
Topic presenter: Graeme Colley, SuperConcepts
The changes to superannuation legislation from all angles are never ending and keeping up to date with them is a challenge. The first Morning Tax Club for 2020 will keep you up to date with those changes and have a focus on their application to self-managed super funds.
Tax Update presenter: Natalie Hewson, CTA, FMA Partners
November Morning Tax Club
The Tax Institute’s monthly Morning Tax Club is especially tailored to keep you up-to-date on the latest developments in all areas of tax. Our update will bring you up to speed on the latest advances in legislation, cases, rulings and practice and is followed by our special topic which has been expressly designed by experienced tax professionals to help you best advise your SME's and private client groups.
Session: 7.30am - 9.00amTopic: Tax Issues on holiday homes
Topic presenter: Matthew McKee, Brown Wright Stein
Tax Update presenter: Peter Scott, Arnold Bloch Leibler
March Morning Tax Club
Registration: 7.15amSession: 7.30am - 9.00amTopic: Independent Contractor vs Employee
Topic presenter: Matthew McKee, FIT, Brown Wright Stein
Tax Update presenter: Adam Dimac, Hall & Wilcox
April Morning Tax Club
Session: 7.30am - 9.00amTopic: Death & Taxes
Topic presenter: Dung Lam, CTA, Argyle Lawyers
As the saying goes, “nothing is certain but death and taxes”. Although certain, tax upon death is not a simple affair. In this session, Dung Lam will provide guidance from her experience on the following:
• The application of the CGT rules upon death, including rollovers and other concessions (e.g. main residence and availability of the small business CGT concessions);• Testamentary trusts as a flexible estate planning and succession tool, and the tax traps and tips in structuring; and• Dealing with the impacts of the non-residency of the deceased or beneficiary.
Tax Update presenter: Gillian Tam, Brown Wright Stein
This month's Tax Update will cover:
1. COVID-19 measures (Federal)
2. Greig v Commissioner of Taxation [2020] FCAFC 25
3. Doyle v Commissioner of Taxation [2020] AATA 345
August Morning Tax Club
Session: 7.30am - 9.00amTopic: The Capital v. Revenue Distinction & Small Property Developments
Topic presenter: Sam Ayoubi, KPMG
Tax Update presenter: Amy Liu CTA, HWL Ebsworth Lawyers
September Morning Tax Club
Session: 7.30am - 9.00amTopic: General Superannuation Update
The session will cover the most important developments during the last 12 months, including:- Important legal decisions - Rulings and guidance released by the legislators - Legislative Changes - A review of legislative changes triggered by Covid-19
Topic presenter: Mark Wilkinson CTA, BDO
Tax Update presenter: Natalie Hewson CTA, FMA Partners
October Morning Tax Club
Session: 7.30am - 9.00amTopic: Stimulus measures and ATP reviews and disputes
Topic presenter: Chris Ardagna CTA, Pitcher Partners
Tax Update presenter: Rose McEvoy, Brown Wright Stein
May Morning Tax Club
Session: 7.30am - 9.00amTopic: Working with trust deeds and resolutions
30 June is just around the corner, and drafting of trust resolutions will need to occur soon. While often doing what was done last year will produce the desired result, when something unusual has occurred, some thought needs to go into drafting resolutions and advising on their effect. This session will look at some common cases, but also some unusual matters such as: paying out the cash boost amounts from trusts, dealing with Jobseeker amounts, what occurs where the small business CGT concessions are being applied, and what to do when you are distributing offshore.
Topic presenter: Andrew Noolan, CTA, Brown Wright Stein
Tax Update presenter: Todd Bromwich, Hall & Wilcox
June Morning Tax Club
Session: 7.30am - 9.00amTopic: Year-end Tax Issues
Topic presenter: Jo-anne Hotston, CTA, TaxBytes
It is probably stating the obvious to say this has been a year like no other!
This session will summarise the most important changes for the 2020 year and flag those for 2021. The presentation will include:
July Morning Tax Club
Session: 7.30am - 9.00amTopic: Div 7A Update
This session will cover:
Topic presenter: Michael Parker, CTA, Hall & Wilcox
Tax Update presenter: Rachel Vijayaraj, CTA, Brown Wright Stein
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