Topics, Dates & Webinar Registration

Choose a topic to see more details and to register your spot.

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.

Tuesday 24 August 2021

12:00pm AEST Check time zones

The Latest in Superannuation Strategies

Presented by Peter Johnson, this session will explore the latest thinking on superannuation, challenging many of the accepted norms around current strategies. You will walk away with some important takeaways including:

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
Getting rid of death benefits taxes

And much more...

AEDT 1:00pm – 2:00pm

ACDT 12:30pm – 1:30pm

ACST 11:30am – 12:30pm

AWST 10:00am – 11:00am

Wednesday 25 August 2021

12:00pm AEST Check time zones

AEDT 1:00pm – 2:00pm

ACDT 12:30pm – 1:30pm

ACST 11:30am – 12:30pm

AWST 10:00am – 11:00am

Asset Protection & Companies – Why it's 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 companies.

Brand protection – company name security, trademark searches and business name registration
Director issues – personal guarantees, loans to companies and director penalty notices
Shareholder risks – capital contributions, shareholder and buy/sell agreements
Company structures, restructures and strategies to change current company structures

Panel includes Emily Pritchard, Ian Tindale and Brian Richards.

Thursday 26 August 2021

12:00pm AEST Check time zones

AEDT 1:00pm – 2:00pm

ACDT 12:30pm – 1:30pm

ACST 11:30am – 12:30pm

AWST 10:00am – 11:00am

The Benefits and Dangers of CGT Rollover Concessions

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

Close registration form

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.

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

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.

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

This event has ended

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

This event has ended

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

This event has ended

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

This event has ended

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

This event has ended

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.

Past Resources

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

August 2021

*New

Benefits & Dangers of CGT Rollover Concessions

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. This deep dive examines these rollover provisions – Subdivision 122-A, Subdivision 124-N, Subdivision124-M and Division 615 – and discuss them alongside practical examples.

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

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.

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

Division 152 Small Business CGT Concessions

An understanding of the practical application of the "connected entity" and "affiliate" concepts which is also important when providing initial business structuring advice for a client. This session covers application of these concepts to the basic conditions: taxpayer eligibility; active asset test; and illustrates the concepts to business structuring advices.

September 2020

*New

The Great Divide Between Capital & Revenue

The business context will be a significant determinant as to whether an item of expenditure is of a capital or revenue nature – this will determine the deductibility of the expenditure. When is a receipt/activity of a “revenue” nature? Taxpayers generally characterise a receipt as capital for gain purposes and revenue for loss purposes. The ATO has a different viewpoint and session will explore those cases and more!

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.

September 2019

*New

Division 7A

Dissecting the upcoming changes to Division 7A including its application to your clients. Topics include simplifying rules, self-correction mechanism, safe harbour rules and UPEs.

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 courtney@acis.net.au and we will do our best to assist you.

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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Save the Date!

Topics, Dates & Webinar Registration

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

Tuesday 24 August 2021

12:00pm AEST Check time zones

The Latest in Superannuation Strategies

Wednesday 25 August 2021

12:00pm AEST Check time zones

Asset Protection & Companies – Why it's a now (not later) thing

Thursday 26 August 2021

12:00pm AEST Check time zones

The Benefits and Dangers of CGT Rollover Concessions

What's included in registration?

Complimentary CPD

Live Q&A

Takeaways

Complimentary Seminar

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

The Latest in Superannuation Strategies

Deep Dive Workshop

Benefits and Dangers of CGT Rollover Concessions

Registration

Thursday 12 August 2021

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

‍Cairns Colonial Club Resort

18-26 Cannon St, Manunda QLD

Thursday 17 August 2021

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

Kooyong Lawn Tennis

489 Glenferrie Rd, Kooyong VIC

Tuesday 24 August 2021

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

‍HOTA, Home of the Arts

Bundall Road, Surfers Paradise QLD

Wednesday 25 August 2021

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

‍Maroochy RSL

105 Memorial Ave, Maroochydore QLD

Thursday 26 August 2021

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

Hamilton Hotel *new location

442 Kingsford Smith Dr, Hamilton QLD

Tuesday 31 August 2021

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

Rydges World Square

389 Pitt St, Sydney NSW

Tuesday 7 September 2021

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

‍Burke & Wills Hotel

554 Ruthven St, Toowoomba City QLD

Thursday 9 September 2021

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

North Lakes Hotel

22 Lakefield Dr, North Lakes QLD

Tuesday 9 March 2021

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

‍HOTA, Home of the Arts

12:00pm AEST
‍See your timezone

12:00pm AEST
‍See your timezone

11:00am AEST
‍See your timezone

12:00pm AEST
‍See your timezone