Topic, Date & Webinar Registration

Wednesday 25 May 2022 | 12:00pm AEST

UPEs and Division 7A | TD 2022/D1

You are invited to attend a complimentary deep-dive session with Brian Richards.

Normally priced at $99 per person, this special event will unpack the technical and practical issues arising from the ATO’s recent release of TD 2022/D1.

This session will help you:

Understand the ATO’s new approach to dealing with unpaid distributions owed to corporate beneficiaries
Align the treatment of unpaid distributions to a company with Division 7A
Deal with the treatment of a UPE where it includes the creation of a sub-trust
Manage the cash flow implications of distributing trust income to a company

Registration Details

Thank you for registering. You will receive a confirmation email shortly.

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Wednesday 24 March 2021

12:00pm – 1:00pm AEST

Division 152 Practical Application

An understanding of the practical application of the "connected entity" and "affiliate" concepts is also important when providing initial business structuring advice for a client. This stand alone practical session will cover:

Application of these concepts to the basic conditions:
Taxpayer eligibility;
Active asset test; and
Illustration of the concepts to business structuring advices

Presented by Ian Tindale

Wednesday 24 March 2021

12:00pm – 1:00pm AEST

Division 152 Small Business CGT Concessions

There are two fundamental concepts critical to a taxpayer satisfying the Division 152 Small Business CGT Concessions basic conditions – the terms “connected entity” and “affiliate”. This one-hour session will examine in detail the application of these statutory terms and their relevance to the taxpayer’s eligibility for the Division 152 concessions in different asset structuring configurations.

Cost: $99 per person incl. GST

Presented by Brian Richards

Wednesday 24 March 2021

12:00pm – 1:00pm AEST

Taxation of Super Contributions

An overview relating to deductions for individuals and the taxation of contributions into the fund from different types of contributors, including:

Contributions from employers;
Contributions from other persons;
Member contributions;
Foreign roll-overs; and
Excess contributions.

Presented by Peter Johnson

Wednesday 24 March 2021

12:00pm – 1:00pm AEST

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Presented by Emily Pritchard

Complimentary Webinar

Wednesday 24 March

12:00pm AEST
‍See your timezone

Presented by Emily Pritchard

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Complimentary Webinar

Wednesday 24 March

12:00pm AEST
‍See your timezone

Presented by Emily Pritchard

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Paid Webinar

Wednesday 24 March

11:00am AEST
‍See your timezone

Presented by Emily Pritchard

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Complimentary Webinar

Wednesday 24 March

12:00pm AEST
‍See your timezone

Presented by Emily Pritchard

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

This webinar has finished. Please find a link to the recording and slides below.

Wednesday 9 March 2022

11:30am AEST Check time zones

SMSFs and Unit Trusts

When an SMSF investor is looking at investing in a unit trust, careful consideration needs to be given to a number of important factors. Peter Johnson will investigate a number of these factors, including:

Related trusts – defining, auditing and using them
Part 8 Associates concept
Regulation 13.22
Non-arms length income
Pre-99 unit trusts

AEDT 1:00pm – 2:00pm

ACDT 12:30pm – 1:30pm

ACST 11:30am – 12:30pm

AWST 10:00am – 11:00am

This webinar has finished.

Tuesday 15 March 2022

11:30am AEST Check time zones

AEDT 1:00pm – 2:00pm

ACDT 12:30pm – 1:30pm

ACST 11:30am – 12:30pm

AWST 10:00am – 11:00am

Important lessons from recent cases: So you can get it right the first time

Our panel of experts identify the risks, outline the options and deliver the solutions.
‍
Topics include:

Trust deeds with incorrectly recorded terms: The tax consequences and can they be rectified?
Payroll Tax: Are Medical Practices and Doctors really employees and what are the tax consequences?
Employees & Contractors: How the High Court's realignment of legal principals could affect your client's and employer's obligations
Lost trust deeds: What can be done, when should you do it and what happens if you don’t?
Incorrectly prepared trust deed amendments: How to avoid trust control inadvertently passing to unintended relatives

Panel includes Emily Pritchard, Ian Tindale and Brian Richards.

Thursday 17 March 2022

11:30am AEST Check time zones

AEDT 1:00pm – 2:00pm

ACDT 12:30pm – 1:30pm

ACST 11:30am – 12:30pm

AWST 10:00am – 11:00am

An analysis of the technical and practical applications of Section 100A ITAA 1936

Cost: $99 per person or $198 for the entire firm (incl. GST)

In recent years the Commissioner’s representatives have indicated that Section 100A is set to become a more focused upon compliance matter. With the ATO’s guidelines recently released, it’s timely to consider the provision of reimbursement agreements, having regard to:

Case history, including the recent decision of the Federal Court, Guardian AIT Pty Ltd ATF Australian Investment Trust v Commissioner of Taxation [2021] FCA 1619, where Logan J extensively considered Section 100A and, in particular, the “ordinary family” exclusion; and
TR 2022/D1 Reimbursement Agreements (Section 100A) published 23 Feb 2022
PCG 2022/D Compliance Approach to Section 100A published 23 Feb 2022

Presented by Brian Richards, this deep dive will examine the potential application of Section 100A to a wide range of typical discretionary trust arrangements, which makes this discussion both important and relevant for advisors.

What's included in registration?

Complimentary CPD

CPD hours are awarded for practicing accountants. A Certificate of Attendance will be emailed to you following the webinar.

Live Q&A

At the close of each event we will host a live Q&A with our expert speakers.

Takeaways

Go away with practical solutions you can apply in your business and detailed presentation notes from our experts.

Past Resources

Using the icons below, access the paper, download the slides or watch the webinar recording.

May 2022

*New

UPEs & Division 7A

Unpack the technical and practical issues arising from the ATO’s recent release of TD 2022/D1. This session helps you understand the ATO’s new approach to dealing with unpaid distributions owed to corporate beneficiaries, align the treatment of unpaid distributions to a company with Division 7A, deal with the treatment of a UPE where it includes the creation of a sub-trust and manage the cash flow implications of distributing trust income to a company.

March 2022

*New

Important lessons from recent cases: So you can get it right the first time

Our panel of experts identify the risks, outline the options and deliver the solutions. Topics include: Trust deeds with incorrectly recorded terms, Payroll Tax, Employees & Contractors, Lost trust deeds and Incorrectly prepared trust deed amendments.

March 2022

*New

SMSFs and Unit Trusts

When an SMSF investor is looking at investing in a unit trust, careful consideration needs to be given to a number of important factors. We investigate some of these factors including: Related trusts, Part 8 Associates concept, Regulation 13.22, Non-arms length income and Pre-99 unit trusts.

August 2021

*New

Asset Protection & Companies

Our experts tackle your big questions when it comes to protecting your clients’ assets, covering the risks, the strategies and the benefits for companies. Topics include: brand protection, director issues, shareholder risks and company structures, restructures and strategies to change current company structures

August 2021

*New

The Latest in Super Strategies

Explore the latest thinking on superannuation, challenging many of the accepted norms around current strategies. Topics include: why we should go back to spouse splitting, making big deductions for young kids via trust distributions, bringing forward non-concessionals for high income earners and getting rid of death benefits taxes.

May 2021

*New

Trust Structuring Q&A

Following on from the Trust Structuring Webinar, Emily Pritchard and Mick Nielsen sit down to answer questions from the Q&A. This can be watched as a standalone or following the Trust Structuring webinar.

March 2021

*New

Taxation of Super Contributions

An overview relating to deductions to the individuals and taxation of the contributions in the fund for all the different types of contributors, including contributions from employers; contributions from other persons; member contributions; foreign roll-overs; and excess contributions.

March 2021

*New

Shareholder Agreements & Business Exits

Advocating the importance of starting with the end in mind and the impact clear planning at the outset of a business venture can have when it comes time to exit. Topics include why shareholders agreements are important; preparing for a business exit; and an adviser's role during an exit.

March 2021

*New

Trust Structuring

An overview of important considerations, common issues, and tips and tricks when establishing trusts. This session reviews different trust types and focus on positions held – key considerations in determining trust roles; structuring – which trust type is right for your client; and asset protection and succession planning.

August 2020

*New

Companies Update

The latest updates regarding companies – what you need to know and how temporary changes will impact your clients. Topics include new look dividend access shares, Director identification numbers, an overview of the tax implications of share buy-backs and capital reductions, resident directors, declaring dividends vs resolving to pay dividends and temporary changes to the Corporations Act 2001 (Cth).

March 2020

*New

Tax Planning for Death Benefits

The latest requirements for SMSF deeds and strategies to reduce and eliminate death benefit taxes. Topics include tax planning strategies, contribution splitting, recontribution strategies and separating concessionals from non-concessionals.

March 2020

*New

Fundamentals of Trusts

Banks are making lending harder than ever before. Throw a trust into the mix, and it can be almost impossible to accommodate the barrage of requests being fired at your clients. The fundamentals of trusts covered in this session include family law, land tax legislation in various jurisdictions and meeting the banks' expectations.

March 2020

*New

Testamentary Trusts

There are downsides and risks when using testamentary trusts. This presentation looks at scenarios for using a testamentary trusts and exploring the misunderstandings around testamentary trusts including pre and post death controversies. (Section 102AG ITAA & '36 (Cth))

September 2019

*New

Binding Death Benefit Nominations

The current hot industry topics, including a technical discussion on BDBNs vs. reversionary pensions and how this can be managed in your clients’ SMSF deeds. Topics include types of BDBNS, communting death benefit pensions and binding in accordance with trust deeds.

September 2019

*New

To Buy-Back or Not to Buy-Back

The technical complexities surrounding share buy-backs and capital reductions, common misconceptions and what to be mindful of. Topics include technical & practical considerations, types of share buy-backs, technical & administrative requirements and tax implications.

September 2019

*New

Restructure Rollovers

Restructuring for asset protection is a topic that never grows old, but there are so many options available it can be difficult to gain in-depth knowledge of specific strategies. This session provides tips and traps to look out for and zones in on two popular strategies: 328-G and Division 152.

April 2019

*New

SMSF Update March 2019

What the SMSF space looks like in 2019 and what it means for you clients. Topics include franking credits, protecting your superannuation bill, recently passed legislation and pending legislation.

March 2019

*New

Rollovers Roundup

An overview of the most interesting CGT Rollovers and what to look out for including some lesser known rollovers that may apply to your clients.

March 2019

*New

Trust Resettlements

The new direction the ATO is taking in regards to resettlements and the effects on foreign beneficiaries and land tax.

September 2018

*New

Trust Resolutions

Getting trust resolutions wrong will cost you. This session runs a microscope over trust resolutions, dissecting the common mistakes and misunderstandings and covers essential elements for achieving relevant resolutions. It will provide solutions for complying with tax laws, as well as examining latest points of interest around trusts.

May 2018

*New

Ask Us About Trusts

We’ve asked our experts to compile the questions they regularly field about Discretionary Trusts, with all answers revealed in this sharp, practical webinar. Questions that will be answered include: What constitutes a trust resettlement? Should I have a corporate trustee? Why remove an automatic removal of trustee clause?

March 2018

*New

From Business Start‐Up to Exit

August 2017

*New

Restructuring for Asset Protection

Many strategies involving business and asset restructure are motivated by the need for asset protection. In this context various ITAA integrity measures should be fully considered to ensure that the restructuring has no unwanted taxation consequences. As to which and how the various integrity provisions apply to the specific taxpayer circumstances require proper consideration of the law and the facts. In essence, the reasons for asset protection strategy must be genuine and proper.

March 2017

*New

Structuring Tax-Effective Property Transactions

With almost three quarters of Australians owning real property, clients will be turning to you – their accountant – to discuss the structuring and tax implications of disposal, sub-division or development opportunities. The presentation discusses practical case studies to ensure your clients get the most out of their property transactions. *Please note that this webinar refers to MT 2000/1, which has since been replaced by MT 2006/1. The examples highlighted throughout the presentation remain factual and relevant.

October 2016

*New

Structured for Success

At the core of success for any business is its foundation and structure. Taking on a case study of a typical small business entity facing issues around business growth, Division 7A and estate and succession planning, this seminar looks at restructuring solutions for greater success for your clients. Topics include the various strategies to restructure the business, choosing a structure based on the client’s objectives, income distributions and estate planning matters, and asset protection strategies.

April 2016

*New

Small Business CGT Concessions & UPEs

In this presentation we discuss recent developments impacting the application of the affiliate and connected entity rules, as well as the calculation of the MNAV test and how to determine the net value amount. Without any prospect of some form of trust tax reform, the ATO continues to issue its interpretation on various trust matters. We look at recent UPE taxation developments which provide some clarification of the ATO approach in relation to UPEs.

Can't find a resource? Contact kelley@acis.net.au

Taxation of Super Contributions

An overview relating to deductions for individuals and the taxation of contributions into the fund from different types of contributors, including contributions from employers; contributions from other persons; member contributions; foreign roll-overs; and excess contributions.

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Complimentary Seminar

Asset Protection – Why its a now (not later) thing

In this panel presentation, our experts will tackle your big questions when it comes to protecting your clients’ assets, covering the risks, the strategies and the benefits for both companies and individuals.

Trusts – selecting an entity and trust amendments
Companies – brand protection, director issues and shareholder risks
Individuals – bankruptcy issues, binding financial agreements and gift and loan back arrangements

Panel includes Emily Pritchard, Ian Tindale and Brian Richards

Deep Dive Workshop

Benefits and Dangers of CGT Rollover Concessions

$99 per person incl. fees & GST

The benefits and dangers of the available rollover concessions have become more prominent following recent developments such as the increasing tax gap between the company tax rate and the base rate entity tax rate and the ATO’s concern around the use of “back to back” rollovers.

Presented by Brian Richards, this deep dive will examine these rollover provisions – Subdivision 122-A, Subdivision 124-N, Subdivision124-M and Division 615 – and discuss them alongside practical examples.

Not available in Toowoomba or North Lakes.

Our Experts

Emily Pritchard

Legal & Client Services Director, Acis

Mick Nielsen

Client Relationship Director, Acis

Peter Johnson

SMSF Services Director, Acis

Ian Tindale

Director, Redchip

Brian Richards

Consultant, Redchip

About Tax Events

Back in 2012, the team at Acis had a "light bulb" moment. They realised the legal services team was providing an incredible wealth of one-on-one information and education to clients, but it wasn't being accessed more broadly.

In partnership with Redchip, Tax Events was born out of this moment and our experts are able to share insights and education with accountants and professional advisers around the country.

In an era of content clutter, the feedback from our guests has consistently reflected the need for relevant, practical and informative sessions that inform their workdays. Comments on our seminars range from "enlightening" and "fantastic", to "relevant" and "practical". Even more importantly, people keep coming back.

We look forward to continuing to build relationships with advisers and provide seminars and webinars to give accountants access to relevant content.

Contact Acis

Contact Redchip

Registration

All events are subject to ever-changing Covid-19 considerations.

Tuesday 9 March 2021

Complimentary Seminar from 4:00pm - 6:30pm

‍HOTA, Home of the Arts

Bundall Road, Surfers Paradise QLD

Topics

Taxation of Super Contributions

An overview relating to deductions for individuals and the taxation of contributions into the fund from different types of contributors, including:

Contributions from employers;
Contributions from other persons;
Member contributions;
Foreign roll-overs; and
Excess contributions.

Presented by Peter Johnson

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Presented by Emily Pritchard

Shareholder Agreements & Business Exits

Advocating the importance of starting with the end in mind and the impact clear planning at the outset of a business venture can have when it comes time to exit. Topics include:

Why shareholders agreements are important;
Preparing for a business exit; and
An adviser's role during an exit.

Presented by Ian Tindale

Wednesday 10 March 2021

Deep Dive from 2:45pm | Complimentary Seminar from 4:00pm - 6:30pm

‍Maroochy RSL

105 Memorial Ave, Maroochydore QLD

Paid Deep Dive Workshop

Division 152 Small Business CGT Concessions

$99 per person incl. GST

There are two fundamental concepts critical to a taxpayer satisfying the Division 152 Small Business CGT Concessions basic conditions – the terms “connected entity” and “affiliate”. Presented by Brian Richards, this one-hour session will examine in detail the application of these statutory terms and their relevance to the taxpayer’s eligibility for the Division 152 concessions in different asset structuring configurations.

Complimentary Seminar

Taxation of Super Contributions

An overview relating to deductions for individuals and the taxation of contributions into the fund from different types of contributors, including:

Contributions from employers;
Contributions from other persons;
Member contributions;
Foreign roll-overs; and
Excess contributions.

Presented by Peter Johnson

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Presented by Emily Pritchard

Division 152 Practical Application

Application of these concepts to the basic conditions:
Taxpayer eligibility;
Active asset test; and
Illustration of the concepts to business structuring advices

Presented by Ian Tindale

Thursday 11 March 2021

Deep Dive from 2:45pm | Complimentary Seminar from 4:00pm - 6:30pm

Easts Leagues Club

40 Main Ave, Coorparoo QLD

Paid Deep Dive Workshop

Division 152 Small Business CGT Concessions

$99 per person incl. GST

There are two fundamental concepts critical to a taxpayer satisfying the Division 152 Small Business CGT Concessions basic conditions – the terms “connected entity” and “affiliate”. Presented by Brian Richards, this one-hour session will examine in detail the application of these statutory terms and their relevance to the taxpayer’s eligibility for the Division 152 concessions in different asset structuring configurations.

Complimentary Seminar

Taxation of Super Contributions

An overview relating to deductions for individuals and the taxation of contributions into the fund from different types of contributors, including:

Contributions from employers;
Contributions from other persons;
Member contributions;
Foreign roll-overs; and
Excess contributions.

Presented by Peter Johnson

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Presented by Emily Pritchard

Division 152 Practical Application

Application of these concepts to the basic conditions:
Taxpayer eligibility;
Active asset test; and
Illustration of the concepts to business structuring advices

Presented by Ian Tindale

Tuesday 16 March 2021

Complimentary Seminar from 12:30pm - 2:00pm

‍Burke & Wills Hotel

554 Ruthven St, Toowoomba City QLD

Topics

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Presented by Emily Pritchard

Shareholder Agreements & Business Exits

Advocating the importance of starting with the end in mind and the impact clear planning at the outset of a business venture can have when it comes time to exit. Topics include:

Why shareholders agreements are important;
Preparing for a business exit; and
An adviser's role during an exit.

Presented by Ian Tindale

Thursday 25 March 2021

Deep Dive from 2:45pm | Complimentary Seminar from 4:00pm - 6:30pm

‍Cairns Colonial Club Resort

18-26 Cannon St, Manunda QLD

Paid Deep Dive Workshop

Division 152 Small Business CGT Concessions

$99 per person incl. GST

There are two fundamental concepts critical to a taxpayer satisfying the Division 152 Small Business CGT Concessions basic conditions – the terms “connected entity” and “affiliate”. Presented by Brian Richards, this one-hour session will examine in detail the application of these statutory terms and their relevance to the taxpayer’s eligibility for the Division 152 concessions in different asset structuring configurations.

Complimentary Seminar

Taxation of Super Contributions

An overview relating to deductions for individuals and the taxation of contributions into the fund from different types of contributors, including:

Contributions from employers;
Contributions from other persons;
Member contributions;
Foreign roll-overs; and
Excess contributions.

Presented by Peter Johnson

Trust Structuring

An overview of important considerations, common issues, tips and tricks when establishing trusts. This session will review different trust types and focus on:

Positions held – key considerations in determining trust roles;
Structuring – which trust type is right for your client; and
Asset protection and succession planning.

Presented by Emily Pritchard

Division 152 Practical Application

Application of these concepts to the basic conditions:
Taxpayer eligibility;
Active asset test; and
Illustration of the concepts to business structuring advices

Presented by Ian Tindale

What's included in registration?

Complimentary CPD

CPD hours are awarded for practicing accountants. A Certificate of Attendance will be emailed to you following the seminar.

Networking & Refreshments

Network amongst your peers, advisers from local practices, staff from Acis and Redchip and our expert speakers.

Takeaways

Walk away with practical solutions you can apply in your business and detailed presentation notes from our experts.

Save the Date!

Topics, Dates & Webinar Registration

Topic, Date & Webinar Registration

Wednesday 25 May 2022 | 12:00pm AEST

UPEs and Division 7A | TD 2022/D1

Registration Details

Wednesday 24 March 2021

12:00pm – 1:00pm AEST

Division 152 Practical Application

Wednesday 24 March 2021

12:00pm – 1:00pm AEST

Division 152 Small Business CGT Concessions

Wednesday 24 March 2021

12:00pm – 1:00pm AEST

Taxation of Super Contributions

Wednesday 24 March 2021

12:00pm – 1:00pm AEST

Trust Structuring

Wednesday 24 March

12:00pm AEST‍See your timezone

Trust Structuring

Wednesday 24 March

12:00pm AEST‍See your timezone

Trust Structuring

Wednesday 24 March

11:00am AEST‍See your timezone

Trust Structuring

Wednesday 24 March

12:00pm AEST‍See your timezone

Trust Structuring

Wednesday 9 March 2022

11:30am AEST Check time zones

SMSFs and Unit Trusts

Tuesday 15 March 2022

11:30am AEST Check time zones

Important lessons from recent cases: So you can get it right the first time

Thursday 17 March 2022

11:30am AEST Check time zones

An analysis of the technical and practical applications of Section 100A ITAA 1936

What's included in registration?

Complimentary CPD

Live Q&A

Takeaways

Past Resources

May 2022

UPEs & Division 7A

March 2022

Important lessons from recent cases: So you can get it right the first time

March 2022

SMSFs and Unit Trusts

August 2021

Asset Protection & Companies

August 2021

The Latest in Super Strategies

May 2021

Trust Structuring Q&A

March 2021

Taxation of Super Contributions

March 2021

Shareholder Agreements & Business Exits

March 2021

Trust Structuring

August 2020

Companies Update

March 2020

Tax Planning for Death Benefits

March 2020

Fundamentals of Trusts

March 2020

Testamentary Trusts

September 2019

Binding Death Benefit Nominations

September 2019

To Buy-Back or Not to Buy-Back

September 2019

Restructure Rollovers

April 2019

SMSF Update March 2019

March 2019

Rollovers Roundup

12:00pm AEST
‍See your timezone

12:00pm AEST
‍See your timezone

11:00am AEST
‍See your timezone

12:00pm AEST
‍See your timezone