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Professional Services Day

Published on 30 Jul 2015 | Took place at Plaistowe Mews, West Perth, WA

This event explored many of the relevant aspects of operating a practice to ensure you are prepared for the next financial year.

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

Individual sessions

Advice services

Author(s):  Grant BLOXHAM

This paper covers:

  • alignment
  • engagement
  • specialisation
  • support.
Materials from this session:

Tax issues for professional practices

Author(s):  Rami BRASS

This paper covers:

  • history
  • TA 2013/3 and safe harbour guidelines
  • “no goodwill” incorporated practices.
Materials from this session:

Exit strategies

Author(s):  Syd JENKINS

This paper covers:

  • the professional practice environment
  • the issues
  • planning for the day
  • pass the baton
  • tax issues - exiting from various structures.
Materials from this session:

Personal services income rules and requirements as at May 2015

Author(s):  Robert WF SCEALES

This paper covers:

  • the structure of the PSI legislation
  • diversion of income
  • Division 84
  • Taxation Office public rulings
  • Division 85 - deductions relating to personal services income
  • Division 86 - alienation of personal services income: personal services income derived through an entity.
Materials from this session:

A practical guide to selling a business

Author(s):  Dale Wilcox

This paper covers:

  • the sale process: where do we start?
  • maximising the sale price
  • preparing the business profile
  • sourcing buyers/the buyer’s perspective
  • negotiating the deal: the seller’s perspective.
Materials from this session:

Removal of accountant’s exemption the way forward

Author(s):  Mark HALSEY,  Fiona HALSEY

This presentation covers:

  • introduction to the new regime
  • overview of licensing options available for accountants
  • non-limited AFS licence
  • limited AFS Licence
  • authorised representative of AFS licensee
  • the practical requirements of the new licensing regime
  • resources to obtain your own licence.
Materials from this session: