shopping_cart

Your shopping cart is empty

NSW 13th Annual Tax Forum

Published on 20 May 2021 | Took place at Hyatt Regency Sydney, Sydney, NSW

This event covers some of the following topics:

  • The dark corners of Div 7A
  • Trust hot topics
  • Family trust elections – why bother making one?
  • Broader issues of trust distributions – it is not all about the tax
  • Estate Planning – tax implications and other considerations
  • Tax issues in a difficult environment
  • Demergers and capital management update
  • ATO’s new top 1000 combined assurance program
  • Heads of Tax panel
  • Economic update
  • Current battlegrounds in GST
  • Insolvency and ATO debt collection post COVID
  • R&D is back and alive
  • Don’t lose your losses
  • Enforcing JobKeeper and cash flow boost — dealing with audits and issues arising from accessing the stimulus payments.

Get a 20% discount when you buy all the items from this event.

shopping_cart Add all items to cart - $5,620.83
Individual sessions

The dark corners of Division 7A

Author(s):  Andrew Noolan

This paper covers the amendments and highlights issues in the existing Division 7A provisions to assist you in advising clients.

Materials from this session:

Tax issues in a difficult environment

Author(s):  Neil PEREIRA,  Narayanan Sushma

This paper covers:

  • Key priorities that resilient tax leaders need to focus in 2021
  • Tax Policy updates
  • Practical tax issues and advice to help manage the potential impacts during these unprecedented times.
Materials from this session:

Current battlegrounds in GST

Author(s):  Andrew HOWE,  Helena Papapostolou

This presentation will cover the battleground that is GST.

Materials from this session:

Trust hot topics

Author(s):  Ken SCHURGOTT

This paper covers:

  • The Greensill and N&M Martin cases, including TD 2019 D6 and D7
  • Trust vesting and TR 2018/6
  • Trust splitting and TD 2019/14
  • Land tax amendment wild card
  • Circular trust distributions and Division 6D.
Materials from this session:

Demergers and capital management update

Author(s):  Simon JENNER,  Andrew SHARP

This paper covers an overview of some key tax issues observed on recent and anticipated capital management transactions.

Materials from this session:

Family trust elections – why bother making one?

Author(s):  Danielle Constantine,  Todd Want

This paper covers a practical explanation of the main situations in which an FTE or IEE may be required and sets out some of the pitfalls and planning opportunities associated with making an FTE.

Materials from this session:

ATO’s new top 1000 combined assurance program

Author(s):  Judy MORRIS,  Karen Price

This presentation covers:

  • What trends the ATO are seeing
  • What’s new in the new program
  • Who is covered under the new program?
  • What’s involved in a combined assurance review and how best to prepare.
Materials from this session:

R&D is back and alive

Author(s):  Mariana Von Lucken

This paper covers:

  • Changes from 1 July 2021
  • Changes to the AusIndustry guidance
  • Recent cases.
Materials from this session:

Broader issues of trust distributions – it is not all about the tax

Author(s):  Mark RICHMOND

This paper covers some issues arising from trust distributions.

 

Materials from this session:

Don't lose your losses

Author(s):  Sarah Saville,  Roop Sangha

This paper covers losses.

Materials from this session:

Estate Planning – tax implications and other considerations

Author(s):  Chanmony Om

This paper covers the key estate planning issues and considerations for testators and advisers.

Materials from this session:

Economic update

Author(s):  Kristian Kolding

This presentation covers the year that was, and what’s to come as we start to put COVID-19 behind us and embrace a new normal.

Materials from this session:

Enforcing JobKeeper and cash flow boost – dealing with audits and issues arising from accessing the stimulus payments

Author(s):  Chris ARDAGNA,  Robyn Jacobson

This presentation covers:

  • Recent developments
  • JobKeeper overpayments
  • ATO compliance activities
  • What is the exposure for your clients?
  • Income tax treatment and liberating the funds.
Materials from this session:

Superannuation and Estate Planning

Author(s):  Julie Dolan

This paper covers:

  • Implications of recent cases
  • Importance of valid BDBNs
  • Transfer balance cap strategies and solutions
  • Dealing with lumpy assets.
Materials from this session:

R&D/Evidence/Case Law – Record Keeping

Author(s):  Sandra Boswell,  Rebecca Iwanuscha

This presentation covers:

  • What do you need to consider in order to evidence your position in the event of a review of the R&D Tax Incentive by the authorities?
  • Do you have a defendable position?
  • What are the key insights from recent case decisions?
  • What does the R&D Tax Incentive landscape look like post Oct 2020 Budget changes?
Materials from this session:

The virtual environment – how to communicate, network and build a personal brand effectively in the digital age

Author(s):  David SMITH

This presentation covers:

  • How professionals can build their personal brand and win new business in the digital age 
  • How to leverage your intellectual property to build your brand
  • How to build personal networks in a digital age
  • How to build trust online with new prospects.
Materials from this session:

SMSFs and property development – where are we at?

Author(s):  Philip BRODERICK

This paper covers:

What is the current state of play?
The ATO’s view in SMSFRB 2020/1
How can SMSFs safely undertake property development?
SMSF property development structures.

Materials from this session:

Employment as a tax base

Author(s):  Paul Nghi,  Adam Nicholas

This paper covers:

  • FBT
  • Payroll Tax
  • Superannuation issues.
Materials from this session:

Small business CGT concessions

Author(s):  Adrian Bailey

This paper covers a focus on the basic criteria and how to apply them and considers recent cases and changes.

Materials from this session:

Temporary full expensing and loss carry back – what will attract the ATO’s attention

Author(s):  Tim Dyce,  Amy JAMES-VELAGIC

This presentation covers an overview of our compliance approach and what will attract the ATO’s attention if you make a claim.

 

Materials from this session:

So you think they’re a contractor?

Author(s):  Matthew McKEE

This paper covers a look at how to determine whether a worker is an employee or contractor in the modern economy. 

Materials from this session:

State taxes for corporates – stamp duty

Author(s):  Matthew CRIDLAND

This presentation covers the state taxes landscape, and in particular, current tax issues that should be on the radar of taxpayers.

Materials from this session:

The shift to corporate entities is there still hope for the trust

Author(s):  Annelise Jeromela,  Dung Lam

This paper compares the tax advantages and disadvantages of a corporate entity versus a trust in this current tax climate, and practical issues which each structure may raise in relation to distributions from the structure during its working life and taxation on exit from the structure.

Materials from this session:

Turnover – what is there to consider?

Author(s):  Vanessa PRIEST

This paper covers:

  • Identify all the thresholds and their relevance for accessing the various concessions
  • Determine what is meant by aggregated turnover, who is connected or an affiliate, who isn’t
  • Clarify how capital gains are treated?
  • Confirm how related party dealings, such as sales and management fees are treated
  • Identify the difference between projected and actual turnover.
Materials from this session:

Navigating legacy issues in the SMSF minefield – impacts, options and consequences

Author(s):  Leigh Mansell

This paper covers dealing with unique and legacy issues in the SMSF space.

Materials from this session:

Using rollovers to restructure

Author(s):  Richard Son,  Kaajri Vaughan,  Vanessa Elias

This paper covers some pitfalls and hints with using some of the well-known and popular rollovers.

Materials from this session:

Foreign investment review board reforms – what do you need to know?

Author(s):  Peter FEROS,  Geoff Hoffman

This paper covers an overview of the foreign investment reforms that commenced on 1 January 2021

Materials from this session:

Transfer pricing in a COVID world

Author(s):  Tim Keeling,  Keith Swan,  Joseph Tranzillo,  Erfan Moharamzadeh

This paper covers recent transfer pricing developments.

Materials from this session:

Guarantee of a superannuation audit?

Author(s):  Emma Munro

This paper covers the significant penalties which can arise and assist in identifying issues, such as employee vs contractor considerations, before they arise.

Materials from this session:

Hybrids 101 and where to next?

Author(s):  Amelia Teng

This paper covers a practical overview for practitioners on when to consider the hybrid mismatch rules and some common pathways to pitfalls to be aware of in practice.

Materials from this session:

Payroll taxes

Author(s):  Andrew Rider

This paper covers:

  • Application of “relevant contract” provisions to financial planners and AFSL arrangements?
  • Grouping through discretionary trusts and partnerships – how far does it go?
  • Objections and reviews – where taxpayers keep getting it wrong
  • Interest and penalty tax – what is “reasonable care”?
Materials from this session:

Issues with real estate

Author(s):  Scott McGill

This session covers issues that affect real property.

Materials from this session: